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
RWP
401
RWA Wealth Partners
Massachusetts
$1.67M -$52.7K -233 -3%
MFS
402
McNamara Financial Services
Massachusetts
$1.66M +$1.52M +6,731 +527%
OMC
403
Old Mission Capital
Illinois
$1.66M +$1.81M +8,000 New
SFG
404
Sage Financial Group
Pennsylvania
$1.66M +$1.81M +7,989 New
EBA
405
Eagle Bay Advisors
New York
$1.65M +$9.49K +42 +0.5%
IRC
406
Investors Research Corp
Georgia
$1.62M -$31.9K -141 -2%
AWM
407
AE Wealth Management
Kansas
$1.62M +$118K +523 +7%
OCM
408
Objective Capital Management
Ohio
$1.61M -$154K -683 -8%
KA
409
Kovack Advisors
Florida
$1.6M
PGWM
410
Parisi Gray Wealth Management
New Jersey
$1.59M -$64.2K -284 -4%
BBW
411
Blue Barn Wealth
Utah
$1.57M -$7.46K -33 -0.4%
GWANC
412
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.55M +$185K +819 +12%
MWP
413
MYCIO Wealth Partners
Pennsylvania
$1.55M +$3.62K +16 +0.2%
CCM
414
Covington Capital Management
California
$1.55M +$151K +668 +10%
CWM
415
Castle Wealth Management
Florida
$1.55M +$1.68M +7,440 New
MFG
416
Merit Financial Group
Georgia
$1.54M -$10.2K -45 -0.6%
GAM
417
Gemmer Asset Management
California
$1.54M +$1.36K +6 +0.1%
AC
418
Abbrea Capital
California
$1.53M
BFM
419
Broadview Financial Management
Wisconsin
$1.52M -$17.6K -78 -1%
PFWA
420
Paces Ferry Wealth Advisors
Georgia
$1.51M -$4.07K -18 -0.2%
AI
421
Atria Investments
North Carolina
$1.51M +$426K +1,885 +35%
CIC
422
Carnegie Investment Counsel
Ohio
$1.46M +$229K +1,012 +17%
MFGP
423
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.45M -$206K -911 -12%
AF
424
Allworth Financial
California
$1.45M -$127K -564 -7%
BCA
425
Bay Colony Advisors
Massachusetts
$1.45M -$5.2K -23 -0.4%

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.