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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
RFA
176
RTD Financial Advisors
Pennsylvania
$14.3M +$2.63K +16 +0%
HTC
177
Haverford Trust Company
Pennsylvania
$14.3M +$503K +3,060 +4%
CI
178
CX Institutional
Indiana
$14.2M +$1.26M +7,651 +10%
CCWA
179
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.9M -$440K -2,678 -3%
SAM
180
Silvercrest Asset Management
New York
$13.8M -$1.36M -8,307 -9%
WJA
181
Willis Johnson & Associates
Texas
$13.8M +$33.3K +203 +0.2%
AF
182
Affiance Financial
Minnesota
$13.8M +$558K +3,395 +4%
AWS
183
Atria Wealth Solutions
New York
$13.6M +$13.5M +82,137 New
WSTAM
184
Wilbanks Smith & Thomas Asset Management
Virginia
$13.6M +$624K +3,799 +5%
DW
185
Domani Wealth
Pennsylvania
$13.5M +$482K +2,934 +4%
FMWA
186
Forvis Mazars Wealth Advisors
Missouri
$13.4M +$2.03M +12,375 +18%
HCM
187
HMS Capital Management
Tennessee
$13.4M +$603K +3,670 +5%
Massachusetts Financial Services
188
Massachusetts Financial Services
Massachusetts
$13.3M -$7.76M -47,220 -37%
I2I
189
Insight 2811 Inc
Illinois
$13.1M +$4.44M +27,053 +52%
NA
190
Nottingham Advisors
New York
$12.7M -$572K -3,484 -4%
WA
191
Waverly Advisors
Alabama
$12.7M -$135K -824 -1%
IP
192
Investment Partners
Ohio
$12.4M +$385K +2,346 +3%
ICMP
193
Integrated Capital Management (Pennsylvania)
Pennsylvania
$12.2M -$632K -3,850 -5%
WANY
194
Wealthspire Advisors (New York)
New York
$12.2M -$1.17M -7,153 -9%
GMA
195
Goldstein Munger & Associates
California
$12.1M – – –
EIC
196
Equity Investment Corp
Georgia
$12M -$57.1M -347,974 -83%
MBT
197
Montecito Bank & Trust
California
$11.9M -$18.4K -112 -0.2%
OAM
198
Oppenheimer Asset Management
New York
$11.8M -$16.7M -101,713 -59%
VWA
199
Visionary Wealth Advisors
Illinois
$11.8M +$1.4M +8,513 +14%
BSW
200
Buckingham Strategic Wealth
Missouri
$11.8M +$509K +3,097 +5%
6 7
8
9 10

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.