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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
GKWIM
1451
Gerber Kawasaki Wealth & Investment Management
California
– -$250K -1,126 Closed
MFT
1452
Moisand Fitzgerald Tamayo
Florida
– -$158K -943 Closed
TCOV
1453
Trust Company of Vermont
Vermont
– -$105K -625 Closed
TCM
1454
TD Capital Management
Tennessee
– -$76K -454 Closed
SFPG
1455
Stonebridge Financial Planning Group
Florida
– -$63K -391 Closed
UFF
1456
USA Financial Formulas
Michigan
– -$56K -335 Closed
CSWM
1457
Cassady Schiller Wealth Management
Ohio
– -$47K -280 Closed
ACM
1458
Absolute Capital Management
Pennsylvania
– -$43.7K -260 Closed
BAM
1459
Barrett Asset Management
New York
– -$40K -241 Closed
CCM
1460
Chilton Capital Management
Texas
– -$40K -240 Closed
Federated Hermes
1461
Federated Hermes
Pennsylvania
– -$37K -222 Closed
AIP
1462
Ahrens Investment Partners
Louisiana
– -$36K -212 Closed
HNWA
1463
Henrickson Nauta Wealth Advisors
Michigan
– -$29K -178 Closed
RCM
1464
Regency Capital Management
Hawaii
– -$30K -177 Closed
CP
1465
Corbenic Partners
Pennsylvania
– -$28K -169 Closed
RK
1466
Rather & Kittrell
Tennessee
– -$28K -168 Closed
DAM
1467
Delta Asset Management
Tennessee
– -$27K -160 Closed
HCM
1468
Hillman Capital Management
Maryland
– -$26K -154 Closed
HI
1469
Hudock Inc
Pennsylvania
– -$25K -151 Closed
LFG
1470
Leverty Financial Group
Wisconsin
– -$21K -126 Closed
TC
1471
TAP Consulting
Missouri
– -$14K -85 Closed
AIM
1472
AHL Investment Management
Florida
– -$14K -81 Closed
GIP
1473
Granite Investment Partners
California
– -$5K -29 Closed
ONST
1474
Old North State Trust
North Carolina
– -$3K -19 Closed
PAIM
1475
Punch & Associates Investment Management
Minnesota
– -$2K -12 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.