iShares Russell 1000 Value ETF
1,386 hedge funds and large institutions have $47.9B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 523 increasing their positions, 337 reducing their positions, and 57 closing their positions.
326% more first-time investments, than exits
New positions opened: 243 | Existing positions closed: 57
55% more repeat investments, than reductions
Existing positions increased: 523 | Existing positions reduced: 337
16% more funds holding in top 10
Funds holding in top 10: 92 → 107 (+15)
15% more capital invested
Capital invested by funds: $41.7B → $47.9B (+$6.12B)
13% more funds holding
Funds holding: 1,227 → 1,386 (+159)
12% more call options, than puts
Call options by funds: $96M | Put options by funds: $85.9M
1.14% more ownership
Funds ownership: 78.61% → 79.75% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$731M |
| 2 |
Morgan Stanley
New York
|
+$456M |
| 3 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$246M |
| 4 |
BlackRock
New York
|
+$207M |
| 5 |
JP Morgan Chase
New York
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$218M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$189M |
| 3 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
-$78.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$62M |
| 5 |
CA
CastleArk Alternatives
Chicago,
Illinois
|
-$56M |
IWD Hedge Fund Activity: Q4 2021 in Review
1,386 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2021, worth a combined $47.9B — up 15% from $41.7B a quarter earlier.
Buyers outnumbered sellers: 243 funds opened new IWD positions and 57 closed out — a net gain of 186 holders — while 523 added to existing stakes and 337 trimmed.
The largest buyer was Bank of America, adding an estimated $731M. The largest seller was Alaska Permanent Fund, cutting an estimated $218M.
- 1,386 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2021, up from 1,227 in Q3 2021.
- Funds reported $47.9B of iShares Russell 1000 Value ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 243 funds opened new iShares Russell 1000 Value ETF positions in Q4 2021 and 57 closed out, a net change of +186 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2021 was Bank of America, an estimated $731M added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2021 was Alaska Permanent Fund, an estimated $218M sold.
Based on aggregated 13F filings for Q4 2021.