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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
TAIM
126
TD Ameritrade Investment Management
Nebraska
$23.7M -$1.21M -7,354 -5%
FCBT
127
First Citizens Bank & Trust
North Carolina
$23M -$5.28M -32,165 -19%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$23M +$4.42M +26,910 +24%
AAP
129
Arax Advisory Partners
Colorado
$22.8M -$19.1M -116,376 -46%
CA
130
Cetera Advisors
Colorado
$22.7M +$3.37M +20,495 +18%
RCG
131
Rock Creek Group
District of Columbia
$22.3M +$20.2M +122,961 New
Principal Financial Group
132
Principal Financial Group
Iowa
$22.3M +$7.89M +48,053 +56%
LNC
133
Lincoln National Corp
Pennsylvania
$22.3M +$5.3M +32,254 +32%
TPCW
134
TD Private Client Wealth
New York
$21.8M -$3.27M -19,906 -13%
GSAM
135
Grant Street Asset Management
Pennsylvania
$21.8M +$849K +5,169 +4%
ERFOTCOFW
136
Employees Retirement Fund of the City of Fort Worth
Texas
$21.8M +$21.5M +131,082 New
AC
137
AWM Capital
Arizona
$21.4M -$985 -6 -0%
IIC
138
Integrated Investment Consultants
Michigan
$21.1M -$528K -3,216 -2%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$21.1M -$25.4M -154,665 -55%
CAL
140
Capital Advisors Ltd
Ohio
$20.9M +$322K +1,959 +2%
MWM
141
Modera Wealth Management
New Jersey
$20.9M -$1.16M -7,057 -5%
ANTB
142
AMG National Trust Bank
Colorado
$20.6M +$580K +3,530 +3%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$20.1M +$5.02M +30,552 +34%
GL
144
Graypoint LLC
New York
$20M +$6.96M +42,377 +54%
JBA
145
Johnson Bixby & Associates
Washington
$20M +$6.18M +37,609 +45%
MGIA
146
Moneta Group Investment Advisors
Missouri
$19.8M -$625K -3,808 -3%
UB
147
UMB Bank
Missouri
$19M +$4.12M +25,086 +28%
HCC
148
Hirtle Callaghan & Co
Pennsylvania
$19M +$469K +2,853 +3%
FCI
149
Financial Counselors Inc
Kansas
$18.8M -$37.9K -231 -0.2%
RIS
150
Retirement Income Solutions
Michigan
$18.8M +$1.47M +8,952 +9%
4 5
6
7 8

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.