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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
CAM
576
Cozad Asset Management
Illinois
$721K +$226 +1 +0%
FNT
577
First National Trust
Pennsylvania
$718K
CWC
578
Carolinas Wealth Consulting
North Carolina
$713K +$2.26K +10 +0.3%
S
579
SignatureFD
Georgia
$712K +$166K +736 +27%
FWP
580
Firethorn Wealth Partners
Georgia
$708K -$14K -62 -2%
CTA
581
Colonial Trust Advisors
South Carolina
$706K
CTB
582
Country Trust Bank
Illinois
$706K
BCM
583
Brookstone Capital Management
Illinois
$705K -$82.5K -365 -10%
EI
584
Ellevest Inc
New York
$703K +$22.1K +98 +3%
YWP
585
YorkBridge Wealth Partners
New York
$702K +$1.13K +5 +0.1%
BOPW
586
Brandywine Oak Private Wealth
Pennsylvania
$700K +$145K +642 +24%
DY
587
Dowling & Yahnke
California
$695K +$8.36K +37 +1%
SFO
588
Stokes Family Office
Louisiana
$695K +$545K +2,412 +258%
LPT
589
Legacy Private Trust
Wisconsin
$693K
CC
590
Courier Capital
New York
$688K +$12.7K +56 +2%
FCI
591
Financial Counselors Inc
Kansas
$684K +$8.81K +39 +1%
DWP
592
Destiny Wealth Partners
Florida
$683K -$134K -593 -15%
CA
593
Cortland Associates
Missouri
$680K
TFM
594
TFC Financial Management
Massachusetts
$673K +$732K +3,240 New
SF
595
Synovus Financial
Georgia
$669K -$513K -2,270 -41%
IFG
596
Independent Financial Group
California
$669K -$6.55K -29 -0.9%
MWA
597
Meridian Wealth Advisors
Texas
$668K
LSPW
598
Lake Street Private Wealth
Illinois
$668K +$5.42K +24 +0.8%
W
599
Wealthquest
Ohio
$667K
ST
600
Spinnaker Trust
Maine
$666K

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.