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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
AC
1201
Abbrea Capital
California
$226K – – –
CC
1202
Chicago Capital
Illinois
$226K – – –
AF
1203
Apexium Financial
Texas
$224K – – –
MCA
1204
Millennium Capital Advisors
Arkansas
$223K – – –
CA
1205
CoreCap Advisors
Michigan
$223K -$18.2K -111 -8%
RCA
1206
Rex Capital Advisors
Rhode Island
$223K – – –
BCWM
1207
Bartlett & Co Wealth Management
Ohio
$222K +$10.7K +65 +5%
BC
1208
Bartlett & Co
Ohio
$222K +$10.7K +65 +5%
AC
1209
Apella Capital
Connecticut
$221K – – –
BAM
1210
Baldrige Asset Management
Pennsylvania
$221K – – –
GI
1211
Gradient Investments
Minnesota
$221K +$86.9K +529 +66%
LWM
1212
Liberty Wealth Management
California
$221K +$219K +1,331 New
BCA
1213
Bay Colony Advisors
Massachusetts
$220K +$6.41K +39 +3%
GD
1214
Grandfield & Dodd
New York
$220K +$223K +1,355 New
MG
1215
MilWealth Group
Wisconsin
$218K – – –
BCP
1216
Berkeley Capital Partners
Georgia
$218K +$216K +1,313 New
IWS
1217
Insight Wealth Strategies
California
$217K -$985 -6 -0.5%
FAM
1218
Formidable Asset Management
Ohio
$217K – – –
MAA
1219
Matrix Asset Advisors
New York
$217K +$215K +1,309 New
SSWM
1220
Smith Salley Wealth Management
North Carolina
$214K – – –
SAM
1221
S.A. Mason
Michigan
$212K – – –
HHGA
1222
Halbert Hargrove Global Advisors
California
$212K +$493 +3 +0.2%
SSW
1223
Stone Summit Wealth
Florida
$211K -$77.2K -470 -27%
CW
1224
Connectus Wealth
Ohio
$210K +$205K +1,248 New
ACI
1225
Alpha Cubed Investments
California
$209K -$8.7K -53 -4%
47 48
49
50 51

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.