iShares Russell 1000 Value ETF
1,347 hedge funds and large institutions have $40.5B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 496 increasing their positions, 450 reducing their positions, and 105 closing their positions.
546% more call options, than puts
Call options by funds: $96M | Put options by funds: $14.9M
10% more repeat investments, than reductions
Existing positions increased: 496 | Existing positions reduced: 450
5% more funds holding in top 10
Funds holding in top 10: 111 → 116 (+5)
0.16% more ownership
Funds ownership: 79.4% → 79.56% (+0.16%)
2% less funds holding
Funds holding: 1,377 → 1,347 (-30)
11% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 105
12% less capital invested
Capital invested by funds: $46B → $40.5B (-$5.47B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$173M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$171M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$96.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$71.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$65.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$184M |
| 2 |
FM
Forward Management
San Francisco,
California
|
-$118M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$111M |
| 4 |
JP Morgan Chase
New York
|
-$102M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$97.1M |
IWD Hedge Fund Activity: Q2 2022 in Review
1,347 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2022, worth a combined $40.5B — down 12% from $46B a quarter earlier.
Sellers outnumbered buyers: 105 funds closed out of IWD and 93 opened new positions — a net loss of 12 holders — while 450 trimmed existing stakes and 496 added.
The largest buyer was Bank of America, adding an estimated $173M. The largest seller was Alaska Permanent Fund, cutting an estimated $184M.
- 1,347 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2022, down from 1,377 in Q1 2022.
- Funds reported $40.5B of iShares Russell 1000 Value ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 93 funds opened new iShares Russell 1000 Value ETF positions in Q2 2022 and 105 closed out, a net change of -12 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2022 was Bank of America, an estimated $173M added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2022 was Alaska Permanent Fund, an estimated $184M sold.
Based on aggregated 13F filings for Q2 2022.