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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
AFS
1376
Annapolis Financial Services
Maryland
$1K – – –
SIS
1377
Sound Income Strategies
Florida
$1K – – –
LWMNY
1378
Landmark Wealth Management (New York)
New York
$642 +$105K +642 New
Macquarie Group
1379
Macquarie Group
Australia
$483 -$6.43M -39,166 -93%
SLWS
1380
Swaine & Leidel Wealth Services
Florida
$338 +$55.5K +338 New
WIM
1381
Westside Investment Management
California
$66 – – –
MB
1382
Mizuho Bank
Japan
– -$252M -1,500,000 Closed
Citadel Advisors
1383
Citadel Advisors
Florida
– -$23.9M -145,468 Closed
CG
1384
Corundum Group
Colorado
– -$19.2M -114,131 Closed
NW
1385
NewEdge Wealth
Pennsylvania
– -$14.8M -88,263 Closed
MLICM
1386
Metropolitan Life Insurance Company (MetLife)
New York
– -$12.4M -74,000 Closed
Eagle Capital Management (New York)
1387
Eagle Capital Management (New York)
New York
– -$10.1M -60,419 Closed
LAM
1388
L2 Asset Management
Massachusetts
– -$8.11M -49,400 Closed
VanEck Associates
1389
VanEck Associates
New York
– -$8.22M -48,965 Closed
Renaissance Technologies
1390
Renaissance Technologies
New York
– -$7.22M -43,000 Closed
SI
1391
Scharf Investments
California
– -$5.89M -35,101 Closed
BAM
1392
Berkshire Asset Management
Pennsylvania
– -$3.66M -21,788 Closed
FSA
1393
Financial Sense Advisors
California
– -$3.38M -20,131 Closed
CP
1394
Coho Partners
Pennsylvania
– -$3.05M -18,159 Closed
Two Sigma Investments
1395
Two Sigma Investments
New York
– -$2.79M -16,600 Closed
RI
1396
Rinkey Investments
California
– -$2.81M -16,461 Closed
CWM
1397
Chemistry Wealth Management
New York
– -$2.56M -15,269 Closed
ICP
1398
Interchange Capital Partners
Pennsylvania
– -$2.53M -15,093 Closed
SFS
1399
Sowell Financial Services
Arkansas
– -$2.5M -14,905 Closed
FTS
1400
Fifth Third Securities
Ohio
– -$1.95M -11,638 Closed
54 55
56
57 58

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.