We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF

1,019 hedge funds and large institutions have $20.9B invested in iShares Russell 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 360 increasing their positions, 308 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $7.04M

17% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 308

2.42% more ownership

Funds ownership: 78.7%81.13% (+2.4%)

2% less funds holding

Funds holding: 1,0451,019 (-26)

6% less funds holding in top 10

Funds holding in top 10: 114107 (-7)

13% less capital invested

Capital invested by funds: $24B → $20.9B (-$3.12B)

14% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 93

Holders
1,019
Holders Change
-26
Holders Change %
-2.49%
% of All Funds
17.17%
Holding in Top 10
107
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.14%
% of All Funds
1.8%
New
80
Increased
360
Reduced
308
Closed
93
Calls
$19.2M
Puts
$7.04M
Net Calls
+$12.2M
Net Calls Change
-$9.21M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
276
Destination Wealth Management
California
$3.99M -$115K -509 -3%
SCA
277
St. Clair Advisors
Ohio
$3.96M +$1.25M +5,535 +41%
ACA
278
Anchor Capital Advisors
Massachusetts
$3.95M -$2.26K -10 -0.1%
AFP
279
Ausdal Financial Partners
Iowa
$3.92M +$3.76M +16,622 +741%
AWE
280
Avidian Wealth Enterprises
Texas
$3.91M +$65.8K +291 +2%
FCBT
281
First Citizens Bank & Trust
North Carolina
$3.89M +$427K +1,890 +11%
TAM
282
Tocqueville Asset Management
New York
$3.85M +$58.8K +260 +1%
GCM
283
G2 Capital Management
Ohio
$3.83M
RBC
284
Roble Belko & Company
Pennsylvania
$3.83M
SWM
285
SigFig Wealth Management
California
$3.74M -$233K -1,032 -6%
SWM
286
Spire Wealth Management
Virginia
$3.63M -$283K -1,250 -7%
RSWM
287
Robertson Stephens Wealth Management
California
$3.61M -$279K -1,234 -7%
LTL
288
Lowery Thomas LLC
California
$3.6M
HCA
289
Harbour Capital Advisors
Virginia
$3.56M
BFG
290
Beacon Financial Group
Texas
$3.56M -$17.6K -78 -0.5%
GB
291
Gunma Bank
Japan
$3.53M +$3.84M +17,000 New
MFT
292
Moisand Fitzgerald Tamayo
Florida
$3.51M +$551K +2,436 +17%
VWA
293
Visionary Wealth Advisors
Illinois
$3.51M -$7.46K -33 -0.2%
WP
294
WealthSource Partners
California
$3.49M +$2.56M +11,307 +206%
MG
295
McCutchen Group
Washington
$3.39M +$10.8K +48 +0.3%
PBO
296
Peoples Bank (Ohio)
Ohio
$3.38M
HCC
297
Hirtle Callaghan & Co
Pennsylvania
$3.35M
DADC
298
D.A. Davidson & Co
Montana
$3.33M +$148K +656 +4%
CF
299
Corrigan Financial
Rhode Island
$3.3M -$13.3K -59 -0.4%
ST
300
Sageworth Trust
Pennsylvania
$3.29M

IWB Hedge Fund Activity: Q2 2022 in Review

1,019 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2022, worth a combined $20.9B — down 13% from $24B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of IWB and 80 opened new positions — a net loss of 13 holders — while 308 trimmed existing stakes and 360 added.

The largest buyer was Fidelity Investments, adding an estimated $389M. The largest seller was BlackRock, cutting an estimated $330M.

  • 1,019 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2022, down from 1,045 in Q1 2022.
  • Funds reported $20.9B of iShares Russell 1000 ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 80 funds opened new iShares Russell 1000 ETF positions in Q2 2022 and 93 closed out, a net change of -13 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2022 was Fidelity Investments, an estimated $389M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2022 was BlackRock, an estimated $330M sold.

Based on aggregated 13F filings for Q2 2022.