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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
Kayne Anderson Rudnick Investment Management
326
Kayne Anderson Rudnick Investment Management
California
$2.68M +$64K +283 +2%
MHS
327
M Holdings Securities
Oregon
$2.66M -$2.61M -11,568 -47%
RWMH
328
Riverpoint Wealth Management Holdings
Illinois
$2.64M +$8.59K +38 +0.3%
APF
329
Alaska Permanent Fund
Alaska
$2.63M +$2.86M +12,673 New
PFM
330
Phillips Financial Management
Indiana
$2.6M +$8.59K +38 +0.3%
FIM
331
Fernwood Investment Management
Massachusetts
$2.59M
LA
332
Legacy Advisors
Pennsylvania
$2.58M
TFF
333
The Family Firm
Maryland
$2.52M +$2.49K +11 +0.1%
CIA
334
Choate Investment Advisors
Massachusetts
$2.48M -$17.4K -77 -0.6%
Rockefeller Capital Management
335
Rockefeller Capital Management
New York
$2.48M +$89.5K +396 +3%
SMC
336
Smith, Moore & Co
Missouri
$2.48M +$1.41M +6,240 +110%
CG
337
Corundum Group
Colorado
$2.47M -$168K -745 -6%
GIA
338
Guyasuta Investment Advisors
Pennsylvania
$2.47M
ACI
339
Alpha Cubed Investments
California
$2.44M -$166K -736 -6%
ACM
340
Armbruster Capital Management
New York
$2.43M +$2.64M +11,700 New
AssetMark Inc
341
AssetMark Inc
California
$2.43M +$27.1K +120 +1%
EK
342
Evensky & Katz
Florida
$2.43M -$71.2K -315 -3%
HH
343
Hilltop Holdings
Texas
$2.41M -$3.23M -14,310 -55%
PGFC
344
Peapack-Gladstone Financial Corp
New Jersey
$2.41M -$5.42K -24 -0.2%
State Street
345
State Street
Massachusetts
$2.39M -$452 -2 -0%
AI
346
Accredited Investors
Minnesota
$2.35M
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$2.35M +$24K +106 +0.9%
PCM
348
Pennsylvania Capital Management
Pennsylvania
$2.33M
GIA
349
GHP Investment Advisors
Colorado
$2.33M +$119K +526 +5%
Janney Montgomery Scott
350
Janney Montgomery Scott
Pennsylvania
$2.33M -$268K -1,186 -10%

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.