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iShares Russell 1000 Value ETF
IWD

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,379
Holders Change
-7
Holders Change %
-0.51%
% of All Funds
21.75%
Holding in Top 10
112
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.67%
% of All Funds
1.77%
New
110
Increased
500
Reduced
467
Closed
94
Calls
$46.1M
Puts
$244M
Net Calls
-$198M
Net Calls Change
-$208M

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$2.95B
2
APF
Alaska Permanent Fund
Alaska
+$314M
3
American Century Companies
American Century Companies
Missouri
+$209M
4
UMC
UNC Management Company
North Carolina
+$196M
5
FM
Forward Management
California
+$117M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$493M
2
Bank of America
Bank of America
North Carolina
-$483M
3
BlackRock
BlackRock
New York
-$454M
4
MB
Mizuho Bank
Japan
-$252M
5
Wells Fargo
Wells Fargo
California
-$143M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1151
Chilton Investment Company
Connecticut
$257K -$1.61M -9,812 -86%
DJSG
1152
D.J. St. Germain
Massachusetts
$257K -$7.39K -45 -3%
PP
1153
Pacifica Partners
Canada
$256K – – –
ACP
1154
Aveo Capital Partners
Colorado
$256K +$10.3K +63 +4%
COCM
1155
Charter Oak Capital Management
New Hampshire
$256K +$14.8K +90 +6%
EBT
1156
Enterprise Bank & Trust
Massachusetts
$255K – – –
PWM
1157
PBMares Wealth Management
Virginia
$254K -$54.9K -334 -18%
CWM
1158
Chesapeake Wealth Management
Virginia
$253K -$2.13K -13 -0.8%
MF
1159
Manchester Financial
California
$253K – – –
VFIC
1160
Valley Forge Investment Consultants
Pennsylvania
$253K – – –
GWM
1161
Greenhouse Wealth Management
Connecticut
$253K +$657 +4 +0.3%
CAG
1162
Csenge Advisory Group
Florida
$251K -$182K -1,107 -42%
DY
1163
Dowling & Yahnke
California
$251K +$7.23K +44 +3%
FIA
1164
Foundations Investment Advisors
Arizona
$251K +$249K +1,519 New
AG
1165
Ascent Group
Virginia
$250K -$70.1K -427 -22%
BFC
1166
Bedel Financial Consulting
Indiana
$250K +$2.79K +17 +1%
FAG
1167
Fortitude Advisory Group
Washington
$250K +$21.7K +132 +10%
EIA
1168
Edgemoor Investment Advisors
Maryland
$250K +$247K +1,506 New
WT
1169
Washington Trust
Rhode Island
$248K – – –
TWP
1170
Total Wealth Planning
Ohio
$248K +$245K +1,492 New
FWM
1171
Fingerlakes Wealth Management
New York
$247K +$1.31K +8 +0.5%
LIM
1172
Lathrop Investment Management
Arkansas
$244K – – –
BZWA
1173
Blue Zone Wealth Advisors
California
$244K +$241K +1,470 New
PCI
1174
Planning Center Inc
Illinois
$243K – – –
RWP
1175
Ridgecrest Wealth Partners
California
$242K – – –
45 46
47
48 49

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.