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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
CAAS
676
Capital Asset Advisory Services
Michigan
$507K -$219K -970 -28%
SWM
677
Segment Wealth Management
Texas
$506K
GC
678
GFG Capital
Florida
$505K +$550K +2,432 New
FCA
679
FinTrust Capital Advisors
South Carolina
$503K +$522K +2,308 New
AIM
680
Aspen Investment Management
Michigan
$496K
AC
681
Apella Capital
Connecticut
$495K +$18.1K +80 +3%
CFG
682
Citizens Financial Group
Rhode Island
$493K -$243K -1,073 -31%
MAG
683
MRA Advisory Group
New Jersey
$488K +$120K +533 +29%
JAG
684
Journey Advisory Group
Kentucky
$487K +$92K +407 +23%
SBH
685
Segall Bryant & Hamill
Illinois
$486K -$1.13K -5 -0.2%
WA
686
Wealth Alliance
New York
$480K +$221K +979 +74%
CHP
687
Cable Hill Partners
Oregon
$478K +$520K +2,300 New
MFA
688
McClarren Financial Advisors
Pennsylvania
$477K -$432K -1,912 -45%
SF
689
SBK Financial
Virginia
$477K +$226 +1 +0%
SG Americas Securities
690
SG Americas Securities
New York
$473K
OFS
691
Oldfather Financial Services
Nebraska
$470K
HPC
692
HM Payson & Co
Maine
$470K +$112K +496 +28%
FPAS
693
Focus Partners Advisor Solutions
Missouri
$465K +$83.4K +369 +20%
ONSWM
694
Old North State Wealth Management
North Carolina
$463K +$1.36K +6 +0.3%
SWA
695
SOA Wealth Advisors
New York
$460K -$6.78K -30 -1%
FHA
696
Flagship Harbor Advisors
Massachusetts
$459K
CWS
697
Cypress Wealth Services
California
$453K -$38.2K -169 -7%
SA
698
Strategic Advisors
New York
$451K -$10.2K -45 -2%
MA
699
MONECO Advisors
Connecticut
$450K -$41.8K -185 -8%
Capital International Investors
700
Capital International Investors
California
$447K -$1.21M -5,363 -72%

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.