iShares Russell 1000 Value ETF
1,379 hedge funds and large institutions have $46B invested in iShares Russell 1000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 500 increasing their positions, 467 reducing their positions, and 94 closing their positions.
17% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 94
5.08% more ownership
Funds ownership: 79.75% → 84.83% (+5.1%)
5% more funds holding in top 10
Funds holding in top 10: 107 → 112 (+5)
7% more repeat investments, than reductions
Existing positions increased: 500 | Existing positions reduced: 467
1% less funds holding
Funds holding: 1,386 → 1,379 (-7)
4% less capital invested
Capital invested by funds: $47.9B → $46B (-$1.87B)
81% less call options, than puts
Call options by funds: $46.1M | Put options by funds: $244M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$2.95B |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$314M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$209M |
| 4 |
UMC
UNC Management Company
Chapel Hill,
North Carolina
|
+$196M |
| 5 |
FM
Forward Management
San Francisco,
California
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$493M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$483M |
| 3 |
BlackRock
New York
|
-$454M |
| 4 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$252M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$143M |
IWD Hedge Fund Activity: Q1 2022 in Review
1,379 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2022, worth a combined $46B — down 3.9% from $47.9B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new IWD positions and 94 closed out — a net gain of 16 holders — while 500 added to existing stakes and 467 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $2.95B. The largest seller was Morgan Stanley, cutting an estimated $493M.
- 1,379 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2022, down from 1,386 in Q4 2021.
- Funds reported $46B of iShares Russell 1000 Value ETF stock for Q1 2022, down 3.9% quarter-over-quarter.
- 110 funds opened new iShares Russell 1000 Value ETF positions in Q1 2022 and 94 closed out, a net change of +16 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $2.95B added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2022 was Morgan Stanley, an estimated $493M sold.
Based on aggregated 13F filings for Q1 2022.