iShares Russell 1000 Value ETF
IWD
1,462 hedge funds and large institutions have $46.7B invested in iShares Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 539 increasing their positions, 409 reducing their positions, and 48 closing their positions.
358% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 48
32% more repeat investments, than reductions
Existing positions increased: 539 | Existing positions reduced: 409
24% more call options, than puts
Call options by funds: $17.3M | Put options by funds: $13.9M
21% more capital invested
Capital invested by funds: $38.5B → $46.7B (+$8.25B)
11% more funds holding
Funds holding: 1,319 → 1,462 (+143)
6% more funds holding in top 10
Funds holding in top 10: 110 → 117 (+7)
3.8% less ownership
Funds ownership: 84% → 80.2% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$296M |
| 2 |
BlackRock
New York
|
+$172M |
| 3 |
JP Morgan Chase
New York
|
+$120M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$84.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$78.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$348M |
| 2 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
-$95.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$77M |
| 4 |
BWCS
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
-$60.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$55.4M |
IWD Hedge Fund Activity: Q4 2022 in Review
1,462 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2022, worth a combined $46.7B — up 21% from $38.5B a quarter earlier.
Buyers outnumbered sellers: 220 funds opened new IWD positions and 48 closed out — a net gain of 172 holders — while 539 added to existing stakes and 409 trimmed.
The largest buyer was Bank of America, adding an estimated $296M. The largest seller was Jones Financial Companies, cutting an estimated $348M.
- 1,462 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2022, up from 1,319 in Q3 2022.
- Funds reported $46.7B of iShares Russell 1000 Value ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 220 funds opened new iShares Russell 1000 Value ETF positions in Q4 2022 and 48 closed out, a net change of +172 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2022 was Bank of America, an estimated $296M added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2022 was Jones Financial Companies, an estimated $348M sold.
Based on aggregated 13F filings for Q4 2022.