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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
GT
651
Greenleaf Trust
Michigan
$563K
HWM
652
Hohimer Wealth Management
Washington
$562K -$19.7K -87 -3%
BTW
653
Boston Trust Walden
Massachusetts
$562K
HWA
654
Heartwood Wealth Advisors
Virginia
$558K +$607K +2,684 New
ANBT
655
American National Bank & Trust
Texas
$555K
BAM
656
Belpointe Asset Management
Nevada
$553K +$341K +1,509 +131%
CAL
657
Capital Advisors Ltd
Ohio
$548K -$19K -84 -3%
RP
658
Riverbridge Partners
Minnesota
$545K
CW
659
Connectus Wealth
Ohio
$540K +$127K +561 +28%
CM
660
Columbus Macro
Pennsylvania
$537K
LP
661
LGL Partners
Pennsylvania
$535K +$1.81K +8 +0.3%
SFA
662
Source Financial Advisors
New York
$534K +$1.58K +7 +0.3%
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$533K
KJHP
664
K.J. Harrison & Partners
Ontario, Canada
$530K
PWMG
665
Prestige Wealth Management Group
New Jersey
$523K -$6.55K -29 -1%
FTS
666
Fifth Third Securities
Ohio
$522K -$176K -779 -24%
SWP
667
ShoreHaven Wealth Partners
New Jersey
$521K +$568K +2,512 New
USCWA
668
U.S. Capital Wealth Advisors
Texas
$520K +$84.3K +373 +18%
PCS
669
Personal CFO Solutions
New Jersey
$519K +$565K +2,499 New
CCA
670
Childress Capital Advisors
Texas
$519K +$565K +2,500 New
WAM
671
Weatherly Asset Management
California
$516K
AWM
672
Apollon Wealth Management
South Carolina
$516K +$904 +4 +0.2%
SAMC
673
Spectrum Asset Management (California)
California
$513K +$1.13K +5 +0.2%
GA
674
Greenspring Advisors
Maryland
$511K
MIFH
675
Migdal Insurance & Financial Holdings
Israel
$508K -$58.3K -258 -10%

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.