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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
MFG
1251
Monumental Financial Group
Maryland
$161K +$159K +971 New
MIM
1252
MTM Investment Management
South Carolina
$159K – – –
SWM
1253
Sugarloaf Wealth Management
Georgia
$158K – – –
POIA
1254
Pin Oak Investment Advisors
Texas
$157K -$7.06K -43 -4%
Schroder Investment Management Group
1255
Schroder Investment Management Group
United Kingdom
$157K +$155K +944 New
AWM
1256
Abound Wealth Management
Tennessee
$152K -$27.4K -167 -15%
SWM
1257
Selective Wealth Management
Virginia
$149K – – –
CF
1258
Centaurus Financial
California
$148K – – –
FPFS
1259
First Personal Financial Services
North Carolina
$140K -$7.06K -43 -5%
IRC
1260
Investors Research Corp
Georgia
$127K – – –
TWC
1261
TD Waterhouse Canada
Ontario, Canada
$126K -$16.8K -102 -13%
EW
1262
Element Wealth
Mississippi
$126K +$125K +761 New
AWM
1263
Avior Wealth Management
Nebraska
$125K +$66K +402 +113%
CFD
1264
Creative Financial Designs
Indiana
$122K +$8.38K +51 +7%
WWMSC
1265
Wagner Wealth Management (South Carolina)
South Carolina
$122K +$84.1K +512 +229%
HBT
1266
Hills Bank & Trust
Iowa
$120K – – –
Lazard Asset Management
1267
Lazard Asset Management
New York
$116K -$1.31K -8 -1%
GAM
1268
Gemmer Asset Management
California
$112K – – –
GEA
1269
Glen Eagle Advisors
New Jersey
$104K +$8.21K +50 +9%
GWSG
1270
GPS Wealth Strategies Group
Colorado
$102K – – –
SWA
1271
Sutton Wealth Advisors
Florida
$102K – – –
VNA
1272
Valley National Advisers
Pennsylvania
$99K +$1.15K +7 +1%
PWC
1273
PYA Waltman Capital
Tennessee
$97K – – –
HWA
1274
HHM Wealth Advisors
Tennessee
$95K – – –
AIA
1275
Arcadia Investment Advisors
Idaho
$93.8K +$92.8K +565 New
49 50
51
52 53

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.