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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
IA
601
IFS Advisors
Kansas
$664K
BG
602
Bollard Group
Massachusetts
$662K +$2.26K +10 +0.3%
CAG
603
Crestwood Advisors Group
Massachusetts
$661K
WIA
604
World Investment Advisors
California
$661K +$122K +542 +23%
Members Trust
605
Members Trust
Florida
$657K -$2.49K -11 -0.3%
AWC
606
Abundance Wealth Counselors
Pennsylvania
$656K
BL
607
Balentine LLC
Georgia
$656K
CWA
608
CJM Wealth Advisers
Virginia
$656K
WPC
609
Waters Parkerson & Co
Louisiana
$654K
ASW
610
Astoria Strategic Wealth
Texas
$649K
CWM
611
Cahaba Wealth Management
Georgia
$648K -$494K -2,185 -41%
WA
612
Wealth Architects
California
$648K +$705K +3,121 New
HCM
613
Highview Capital Management
Illinois
$645K
1CP
614
17 Capital Partners
Arizona
$642K +$2.71K +12 +0.4%
UAS
615
United Asset Strategies
New York
$641K -$53.8K -238 -7%
Betterment LLC
616
Betterment LLC
New York
$639K +$243K +1,076 +54%
AIA
617
Alera Investment Advisors
Illinois
$635K
BF
618
Blankinship & Foster
California
$629K -$34.1K -151 -5%
HL
619
HeadInvest LLC
Maine
$627K -$24.9K -110 -4%
RPGK
620
Retirement Planning Group (Kansas)
Kansas
$626K -$76.8K -340 -10%
BCP
621
Berkeley Capital Partners
Georgia
$623K
PFM
622
Parsec Financial Management
North Carolina
$616K -$17.2K -76 -3%
CIA
623
Capital Investment Advisors
Georgia
$615K -$10.6K -47 -2%
WA
624
Waverly Advisors
Alabama
$614K
DDPIC
625
Deroy & Devereaux Private Investment Counsel
Michigan
$612K

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.