iShares Russell 1000 Value ETF
1,389 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 244 funds opening new positions, 524 increasing their positions, 338 reducing their positions, and 57 closing their positions.
328% more first-time investments, than exits
New positions opened: 244 | Existing positions closed: 57
285% more capital inflows, than outflows
Capital inflows: $4.28B | Capital outflows: $1.11B
55% more repeat investments, than reductions
Existing positions increased: 524 | Existing positions reduced: 338
16% more funds holding in top 10
Funds holding in top 10: 92 → 107 (+15)
13% more funds holding
Funds holding: 1,229 → 1,389 (+160)
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 |
Mizuho Bank
Tokyo,
Japan
|
+$246M |
| 4 |
BlackRock
New York
|
+$207M |
| 5 |
JP Morgan Chase
New York
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alaska Permanent Fund
Juneau,
Alaska
|
-$218M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$189M |
| 3 |
Johns Hopkins University
Baltimore,
Maryland
|
-$78.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$62M |
| 5 |
CastleArk Alternatives
Chicago,
Illinois
|
-$56M |
IWD Hedge Fund Activity: Q4 2021 in Review
1,389 of the 6,522 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: 244 funds opened new IWD positions and 57 closed out — a net gain of 187 holders — while 524 added to existing stakes and 338 trimmed.
The largest buyer was Bank of America, adding an estimated $731M. The largest seller was Alaska Permanent Fund, cutting an estimated $218M.
- 1,389 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2021, up from 1,229 in Q3 2021.
- Funds reported $47.9B of iShares Russell 1000 Value ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 244 funds opened new iShares Russell 1000 Value ETF positions in Q4 2021 and 57 closed out, a net change of +187 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.