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iShares Russell 1000 ETF

1,045 hedge funds and large institutions have $24B invested in iShares Russell 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 301 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

606% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $3.53M

1% more funds holding in top 10

Funds holding in top 10: 113114 (+1)

0.33% less ownership

Funds ownership: 79.04%78.7% (-0.33%)

4% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 80

1% less funds holding

Funds holding: 1,0581,045 (-13)

6% less capital invested

Capital invested by funds: $25.6B → $24B (-$1.66B)

19% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 370

Holders
1,045
Holders Change
-13
Holders Change %
-1.23%
% of All Funds
16.48%
Holding in Top 10
114
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.88%
% of All Funds
1.8%
New
77
Increased
301
Reduced
370
Closed
80
Calls
$24.9M
Puts
$3.53M
Net Calls
+$21.4M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Capstone Financial Advisors
Illinois
$209M -$3.72M -15,078 -2%
CM
27
Churchill Management
California
$204M +$1.61M +6,502 +0.8%
TF
28
TIAA FSB
Florida
$197M -$20.8M -84,320 -10%
Ameriprise
29
Ameriprise
Minnesota
$180M -$13.8M -55,745 -7%
Comerica Bank
30
Comerica Bank
Texas
$170M -$5.33M -21,590 -3%
Osaic Holdings
31
Osaic Holdings
Arizona
$166M -$10.2M -41,427 -5%
GMA
32
Goldstein Munger & Associates
California
$164M +$704K +2,852 +0.4%
PCA
33
Personal Capital Advisors
California
$162M -$2.75M -11,157 -2%
Creative Planning
34
Creative Planning
Kansas
$157M +$13.8M +55,989 +10%
RCIM
35
Red Cedar Investment Management
Michigan
$157M +$9.78M +39,605 +7%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$147M -$14.2M -57,502 -9%
CG
37
Colony Group
Massachusetts
$139M +$61M +247,071 +80%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$135M -$7.45M -30,167 -5%
US Bancorp
39
US Bancorp
Minnesota
$133M -$99.3M -402,127 -43%
TCM
40
Twele Capital Management
Minnesota
$131M -$1.24M -5,013 -0.9%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$118M -$22.2M -90,102 -16%
HHGA
42
Halbert Hargrove Global Advisors
California
$115M -$11M -44,475 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$112M +$73.3M +297,000 +198%
HighTower Advisors
44
HighTower Advisors
Illinois
$94.6M -$16.4M -66,508 -15%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$93.7M -$6.2M -25,094 -6%
AIA
46
Arbor Investment Advisors
North Carolina
$90.5M -$972K -3,938 -1%
BWM
47
BT Wealth Management
Georgia
$90.4M +$3.13M +12,692 +4%
MLFP
48
MPS Loria Financial Planners
Illinois
$88.9M +$188K +763 +0.2%
EW
49
Emerson Wealth
Michigan
$87.1M -$3.62M -14,642 -3%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$79.5M -$7.93M -32,134 -9%

IWB Hedge Fund Activity: Q1 2022 in Review

1,045 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2022, worth a combined $24B — down 6.5% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of IWB and 77 opened new positions — a net loss of 3 holders — while 370 trimmed existing stakes and 301 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $207M. The largest seller was JP Morgan Chase, cutting an estimated $319M.

  • 1,045 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2022, down from 1,058 in Q4 2021.
  • Funds reported $24B of iShares Russell 1000 ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 77 funds opened new iShares Russell 1000 ETF positions in Q1 2022 and 80 closed out, a net change of -3 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2022 was Schroder Investment Management Group, an estimated $207M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2022 was JP Morgan Chase, an estimated $319M sold.

Based on aggregated 13F filings for Q1 2022.