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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
PCA
1226
Providence Capital Advisors
North Carolina
$207K -$17.6K -107 -8%
TSWM
1227
Tyler-Stone Wealth Management
Ohio
$206K -$32.8K -200 -14%
MPCG
1228
Matrix Private Capital Group
New York
$206K -$657 -4 -0.3%
LG
1229
LaFleur & Godfrey
Michigan
$205K +$203K +1,237 New
MDCM
1230
Morgan Dempsey Capital Management
Wisconsin
$204K -$101K -617 -33%
ISB
1231
Iowa State Bank
Iowa
$204K – – –
BIC
1232
Beach Investment Counsel
Pennsylvania
$203K – – –
MTIC
1233
Missouri Trust & Investment Company
Missouri
$203K – – –
FAP
1234
Financial Advisory Partners
Florida
$201K -$1.81K -11 -0.9%
DHFB
1235
Dixon Hubard Feinour & Brown
Virginia
$201K +$3.12K +19 +2%
CC
1236
Commons Capital
Massachusetts
$199K +$164 +1 +0.1%
BW
1237
Bison Wealth
Georgia
$195K +$19.4K +118 +11%
SMA
1238
Sage Mountain Advisors
Georgia
$191K +$14.1K +86 +8%
CCA
1239
Column Capital Advisors
Indiana
$187K – – –
NL
1240
NVWM LLC
Pennsylvania
$186K +$184K +1,120 New
NWM
1241
Nauset Wealth Management
Connecticut
$186K +$184K +1,122 New
CWM
1242
Cranbrook Wealth Management
Michigan
$185K – – –
BWP
1243
Baldwin Wealth Partners
Massachusetts
$184K – – –
WBC
1244
West Branch Capital
Massachusetts
$175K – – –
SCA
1245
Stonebridge Capital Advisors
Minnesota
$175K +$67.3K +410 +64%
PG
1246
Proffitt & Goodson
Tennessee
$171K – – –
HWMA
1247
Heritage Wealth Management (Arizona)
Arizona
$170K +$168K +1,025 New
HNWAG
1248
High Net Worth Advisory Group
Florida
$168K -$422K -2,567 -72%
TFM
1249
TFC Financial Management
Massachusetts
$163K – – –
ED
1250
Exane Derivatives
France
$162K +$149K +907 +1,334%
48 49
50
51 52

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.