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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
ARC
351
Advisor Resource Council
Texas
$2.33M +$1.64M +7,262 +185%
LNC
352
Lincoln National Corp
Pennsylvania
$2.29M +$83.8K +371 +3%
WSTAM
353
Wilbanks Smith & Thomas Asset Management
Virginia
$2.28M +$195K +864 +9%
PL
354
Plancorp LLC
Missouri
$2.27M +$207K +915 +9%
SW
355
SVB Wealth
Massachusetts
$2.26M -$5.2K -23 -0.2%
CWM
356
Calamos Wealth Management
Illinois
$2.24M +$126K +557 +5%
FWTB
357
First Western Trust Bank
Colorado
$2.22M
CWP
358
CFM Wealth Partners
Texas
$2.22M -$24.4K -108 -1%
HIS
359
Horizon Investment Services
Indiana
$2.19M -$15.6K -69 -0.7%
LSA
360
Lansing Street Advisors
Pennsylvania
$2.19M +$6.78K +30 +0.3%
BRWA
361
B. Riley Wealth Advisors
Florida
$2.18M +$20.8K +92 +0.9%
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$2.18M +$254K +1,125 +12%
CPIG
363
Chicago Partners Investment Group
Illinois
$2.14M
RWG
364
Regal Wealth Group
California
$2.11M
RSS
365
Rosenblum Silverman Sutton
California
$2.09M +$9.04K +40 +0.4%
JIR
366
James Investment Research
Ohio
$2.08M -$145K -642 -6%
CAG
367
Csenge Advisory Group
Florida
$2.07M -$1.81M -8,026 -45%
WCF
368
West Coast Financial
California
$2.06M
WPW
369
Waldron Private Wealth
Pennsylvania
$2.06M +$15.4K +68 +0.7%
CWA
370
CM Wealth Advisors
Ohio
$2.05M +$2.23M +9,871 New
TDWM
371
Topel & Distasi Wealth Management
California
$2.02M +$280K +1,237 +15%
RCAG
372
Rehmann Capital Advisory Group
Michigan
$2.02M -$238K -1,053 -10%
SB
373
Simmons Bank
Arkansas
$2M -$15.4K -68 -0.7%
HWA
374
Hillcrest Wealth Advisors
New Jersey
$1.94M
FWM
375
Frontier Wealth Management
Missouri
$1.88M -$180K -797 -8%

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.