iShares Russell 1000 Value ETF
IWD
1,319 hedge funds and large institutions have $38.5B invested in iShares Russell 1000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 438 increasing their positions, 448 reducing their positions, and 89 closing their positions.
135% more call options, than puts
Call options by funds: $24M | Put options by funds: $10.2M
4.45% more ownership
Funds ownership: 79.55% → 84% (+4.4%)
2% less repeat investments, than reductions
Existing positions increased: 438 | Existing positions reduced: 448
5% less capital invested
Capital invested by funds: $40.4B → $38.5B (-$1.95B)
2% less funds holding
Funds holding: 1,346 → 1,319 (-27)
4% less funds holding in top 10
Funds holding in top 10: 115 → 110 (-5)
10% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$2.23B |
| 2 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
+$189M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$150M |
| 4 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
+$83.5M |
| 5 |
BWCS
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
+$59.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$163M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$158M |
| 3 |
Morgan Stanley
New York
|
-$78M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$69.5M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$58.1M |
IWD Hedge Fund Activity: Q3 2022 in Review
1,319 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q3 2022, worth a combined $38.5B — down 4.8% from $40.4B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of IWD and 80 opened new positions — a net loss of 9 holders — while 448 trimmed existing stakes and 438 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $2.23B. The largest seller was JP Morgan Chase, cutting an estimated $163M.
- 1,319 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q3 2022, down from 1,346 in Q2 2022.
- Funds reported $38.5B of iShares Russell 1000 Value ETF stock for Q3 2022, down 4.8% quarter-over-quarter.
- 80 funds opened new iShares Russell 1000 Value ETF positions in Q3 2022 and 89 closed out, a net change of -9 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $2.23B added.
- The largest iShares Russell 1000 Value ETF seller in Q3 2022 was JP Morgan Chase, an estimated $163M sold.
Based on aggregated 13F filings for Q3 2022.