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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
CL
1426
CSS LLC
Illinois
– -$420K -2,500 Closed
ACM
1427
Antonetti Capital Management
Florida
– -$414K -2,467 Closed
EAM
1428
Empirical Asset Management
Massachusetts
– -$396K -2,357 Closed
LAS
1429
LWM Advisory Services
Florida
– -$387K -2,304 Closed
GC
1430
GFG Capital
Florida
– -$384K -2,287 Closed
PA
1431
PFG Advisors
Arizona
– -$361K -2,152 Closed
MPW
1432
MA Private Wealth
California
– -$356K -2,117 Closed
BFM
1433
Boothbay Fund Management
New York
– -$344K -2,046 Closed
WA
1434
Wealth Alliance
New York
– -$321K -1,911 Closed
AWM
1435
Alterna Wealth Management
Texas
– -$312K -1,855 Closed
CCM
1436
Cullen Capital Management
New York
– -$254K -1,515 Closed
EFL
1437
ERn Financial LLC
Wisconsin
– -$247K -1,472 Closed
SNBOSD
1438
Security National Bank of So Dak
Iowa
– -$246K -1,465 Closed
LA
1439
LexAurum Advisors
Kansas
– -$229K -1,362 Closed
RRAM
1440
River Road Asset Management
Kentucky
– -$227K -1,350 Closed
KMWM
1441
Keudell/Morrison Wealth Management
Oregon
– -$221K -1,316 Closed
DWM
1442
Destination Wealth Management
California
– -$218K -1,301 Closed
LWAM
1443
Legacy Wealth Asset Management
Minnesota
– -$216K -1,285 Closed
VST
1444
Van Strum & Towne
California
– -$210K -1,250 Closed
FFBTD
1445
First Financial Bank - Trust Division
Ohio
– -$210K -1,249 Closed
RA
1446
Rodgers & Associates
Pennsylvania
– -$208K -1,241 Closed
ETIA
1447
Epic Trust Investment Advisors
Washington
– -$206K -1,227 Closed
BC
1448
Burney Company
Virginia
– -$204K -1,219 Closed
EWA
1449
ERTS Wealth Advisors
Michigan
– -$202K -1,201 Closed
JSL
1450
JT Stratford LLC
Georgia
– -$200K -1,192 Closed
56 57
58
59 60

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.