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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
WPA
626
West Paces Advisors
Georgia
$611K
FIA
627
Foundations Investment Advisors
Arizona
$610K +$65.3K +289 +11%
SFP
628
Shepherd Financial Partners
Massachusetts
$607K -$31K -137 -4%
SG
629
StoneX Group
New York
$607K -$26.9K -119 -4%
BA
630
Bristlecone Advisors
Washington
$606K +$1.13K +5 +0.2%
3LCM
631
3D/L Capital Management
Connecticut
$605K +$154K +683 +31%
TFS
632
TrustCore Financial Services
Tennessee
$604K
CWM
633
Concentric Wealth Management
California
$596K +$42.3K +187 +7%
CI
634
CPMG Inc
Texas
$596K +$649K +2,871 New
AMBIA
635
Allen Mooney & Barnes Investment Advisors
Georgia
$596K +$354K +1,567 +121%
GF
636
Gries Financial
Ohio
$594K +$226 +1 +0%
GWSG
637
GPS Wealth Strategies Group
Colorado
$589K +$1.58K +7 +0.2%
ATPW
638
Ashton Thomas Private Wealth
Arizona
$588K -$11.1K -49 -2%
MPM
639
Meritage Portfolio Management
Kansas
$587K
CPO
640
Cerity Partners OCIO
New York
$585K +$201K +891 +46%
GGS
641
Galvin Gaustad & Stein
Arizona
$583K
CSIC
642
Clifford Swan Investment Counsel
California
$583K +$57K +252 +10%
FA
643
Flagstar Advisors
New York
$582K -$128K -567 -17%
ASC
644
Atalanta Sosnoff Capital
New York
$580K +$631K +2,794 New
RPG
645
Resource Planning Group
Georgia
$579K
SFG
646
Summit Financial Group
West Virginia
$576K
KCPG
647
Kavar Capital Partners Group
Kansas
$575K -$24.2K -107 -4%
SCA
648
STALEY CAPITAL ADVISERS
Pennsylvania
$570K -$6.55K -29 -1%
PCG
649
Prosperity Consulting Group
Maryland
$570K +$33K +146 +6%
RIA
650
Regal Investment Advisors
Michigan
$565K +$23.5K +104 +4%

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.