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.
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: 113 → 114 (+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: 1,058 → 1,045 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$207M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$201M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$155M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$147M |
| 5 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$98.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$319M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$221M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$176M |
| 4 |
BlackRock
New York
|
-$171M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$127M |
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.