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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
EIP
1401
Easterly Investment Partners
Massachusetts
– -$1.87M -11,111 Closed
TG
1402
TCW Group
California
– -$1.86M -11,065 Closed
MHI
1403
Miller Howard Investments
New York
– -$1.5M -8,935 Closed
IFG
1404
Investors Financial Group
Minnesota
– -$1.16M -6,926 Closed
Harris Associates
1405
Harris Associates
Illinois
– -$1.03M -6,120 Closed
GDP
1406
Great Diamond Partners
Maine
– -$1.02M -6,099 Closed
HCM
1407
Hamlin Capital Management
New York
– -$1.02M -6,059 Closed
AAM
1408
Autus Asset Management
Arizona
– -$1.01M -6,046 Closed
WC
1409
Whitney & Co
New York
– -$846K -5,036 Closed
Capital World Investors
1410
Capital World Investors
California
– -$844K -5,027 Closed
Invesco
1411
Invesco
Georgia
– -$813K -4,839 Closed
SCA
1412
St. Clair Advisors
Ohio
– -$809K -4,818 Closed
CGIM
1413
Cannon Global Investment Management
Florida
– -$772K -4,600 Closed
YIH
1414
Y-Intercept (HK)
Hong Kong
– -$747K -4,451 Closed
Capital International Investors
1415
Capital International Investors
California
– -$698K -4,155 Closed
LA
1416
LVW Advisors
New York
– -$672K -3,999 Closed
SSG
1417
Summit Securities Group
New York
– -$621K -3,700 Closed
MPIM
1418
McGinn Penninger Investment Management
Virginia
– -$579K -3,450 Closed
PWAG
1419
Polaris Wealth Advisory Group
California
– -$505K -3,005 Closed
IAA
1420
Independent Advisor Alliance
North Carolina
– -$504K -3,003 Closed
BCM
1421
Bluefin Capital Management
New York
– -$504K -3,000 Closed
NCM
1422
Narwhal Capital Management
Georgia
– -$499K -2,969 Closed
SFA
1423
Source Financial Advisors
New York
– -$497K -2,958 Closed
PIFP
1424
Partners in Financial Planning
Virginia
– -$444K -2,710 Closed
HPCM
1425
High Pointe Capital Management
Illinois
– -$433K -2,580 Closed
55 56
57
58 59

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.