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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
MAM
551
McCarthy Asset Management
California
$818K -$2.49K -11 -0.3%
WWMSC
552
Wagner Wealth Management (South Carolina)
South Carolina
$809K -$881K -3,896 -50%
RJT
553
Raymond James Trust
Florida
$804K -$61.2K -271 -7%
KFI
554
Key Financial Inc
Pennsylvania
$797K
SWM
555
Soundmark Wealth Management
Washington
$795K +$1.36K +6 +0.2%
DI
556
Disciplined Investments
Oklahoma
$794K -$72.5K -321 -8%
CC
557
Callan Capital
California
$790K +$3.84K +17 +0.4%
RA
558
RFG Advisory
Alabama
$790K +$49.7K +220 +7%
KTC
559
Kistler-Tiffany Companies
Pennsylvania
$788K
LDB
560
Lee, Danner & Bass
Tennessee
$780K -$17.6K -78 -2%
FBB
561
Fulton Breakefield Broenniman
Maryland
$778K +$49.5K +219 +6%
OC
562
Oppenheimer & Co
New York
$775K -$21.7K -96 -3%
AFG
563
Allegheny Financial Group
Pennsylvania
$767K +$448K +1,983 +116%
ACIM
564
Azimuth Capital Investment Management
Michigan
$767K +$834K +3,690 New
FAM
565
Flaharty Asset Management
Florida
$760K -$78K -345 -9%
GRP
566
Global Retirement Partners
California
$759K
CF
567
Centaurus Financial
California
$757K -$575K -2,544 -41%
HGWM
568
Horst & Graben Wealth Management
Oregon
$756K +$678 +3 +0.1%
CSWM
569
Cassady Schiller Wealth Management
Ohio
$755K +$9.27K +41 +1%
OWA
570
One Wealth Advisors
California
$751K +$568K +2,512 +227%
TT
571
TI-Trust
Illinois
$745K -$17.6K -78 -2%
WPC
572
Wedmont Private Capital
Pennsylvania
$741K +$3.62K +16 +0.5%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$739K
DFA
574
DHJJ Financial Advisors
Illinois
$726K +$226 +1 +0%
AIP
575
Almanack Investment Partners
Pennsylvania
$722K

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.