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
IWM
526
IHT Wealth Management
Illinois
$908K -$52.4K -232 -5%
TI
527
Truepoint Inc
Ohio
$904K
ABC
528
Associated Banc-Corp
Wisconsin
$897K +$215K +951 +28%
SWA
529
Sightline Wealth Advisors
Connecticut
$896K +$904 +4 +0.1%
ES
530
Eagle Strategies
New York
$893K -$18.1K -80 -2%
OIA
531
OneDigital Investment Advisors
Kansas
$888K +$1.13K +5 +0.1%
TFA
532
Triad Financial Advisors
North Carolina
$879K
DP
533
Denver PWM
Colorado
$879K +$2.94K +13 +0.3%
BDF
534
Balasa Dinverno & Foltz
$874K
PP
535
Pegasus Partners
Wisconsin
$871K
VBFG
536
Vishria Bird Financial Group
Tennessee
$869K
SF
537
Summit Financial
New Jersey
$866K
SEI Investments
538
SEI Investments
Pennsylvania
$864K -$63.3K -280 -6%
GLA
539
Good Life Advisors
Pennsylvania
$864K +$33.9K +150 +4%
ECG
540
Edge Capital Group
Georgia
$853K -$153K -676 -14%
WA
541
Wealthstream Advisors
New York
$844K +$226 +1 +0%
ACM
542
Alcosta Capital Management
California
$843K -$3.84K -17 -0.4%
PFG
543
Pacific Financial Group
Washington
$840K
PCG
544
Private Capital Group
Connecticut
$837K -$3.38M -14,976 -79%
EL
545
EQ LLC
Washington
$837K +$226 +1 +0%
JWCA
546
J.W. Cole Advisors
Florida
$835K -$14K -62 -2%
DPI
547
Diversified Portfolios Inc
Michigan
$834K -$183K -809 -17%
LIM
548
Leavell Investment Management
Alabama
$831K
X
549
Xponance
Pennsylvania
$826K -$405K -1,792 -31%
PFS
550
Prospera Financial Services
Texas
$825K -$44.1K -195 -5%

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.