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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
LSA
1326
Lansing Street Advisors
Pennsylvania
$29K +$28.6K +174 New
EA
1327
Evolution Advisers
Virginia
$28K – – –
BAM
1328
Bellevue Asset Management
Washington
$25K – – –
SFC
1329
SYM Financial Corp
Indiana
$25K – – –
ZIG
1330
Zullo Investment Group
Pennsylvania
$25K – – –
RCM
1331
Raleigh Capital Management
North Carolina
$25K +$24.6K +150 New
YAL
1332
Your Advocates Ltd
Texas
$23K – – –
AIA
1333
Armor Investment Advisors
North Carolina
$22K -$2.3K -14 -9%
BEI
1334
Benjamin Edwards Inc
Missouri
$22K – – –
EL
1335
EMFO LLC
Florida
$22K – – –
CMBA
1336
C.M. Bidwell & Associates
Hawaii
$21K – – –
PCTC
1337
Perkins Coie Trust Company
Washington
$21K – – –
TCM
1338
Tanaka Capital Management
New York
$20K – – –
FWA
1339
FSC Wealth Advisors
New York
$19K – – –
TFP
1340
Tilia Fiduciary Partners
North Carolina
$19K – – –
MBFW
1341
Morton Brown Family Wealth
Pennsylvania
$18K -$3.78K -23 -18%
HBW
1342
Hazlett, Burt & Watson
West Virginia
$18K +$17.9K +109 New
CICI
1343
Capital Investment Counsel Inc
North Carolina
$17K +$16.4K +100 New
PIP
1344
Peachtree Investment Partners
Florida
$17K +$17.2K +105 New
IFAM
1345
Institutional & Family Asset Management
Colorado
$16K – – –
WWP
1346
WR Wealth Planners
Missouri
$15.1K +$14.9K +91 New
CWP
1347
Concord Wealth Partners
Virginia
$14K -$45.8K -279 -77%
MWC
1348
MBM Wealth Consultants
Missouri
$14K – – –
LWANC
1349
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K – – –
PA
1350
PSI Advisors
Florida
$13K – – –
52 53
54
55 56

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.