We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF

1,045 hedge funds and large institutions have $24B invested in iShares Russell 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 301 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

606% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $3.53M

1% more funds holding in top 10

Funds holding in top 10: 113114 (+1)

0.33% less ownership

Funds ownership: 79.04%78.7% (-0.33%)

4% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 80

1% less funds holding

Funds holding: 1,0581,045 (-13)

6% less capital invested

Capital invested by funds: $25.6B → $24B (-$1.66B)

19% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 370

Holders
1,045
Holders Change
-13
Holders Change %
-1.23%
% of All Funds
16.48%
Holding in Top 10
114
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.88%
% of All Funds
1.8%
New
77
Increased
301
Reduced
370
Closed
80
Calls
$24.9M
Puts
$3.53M
Net Calls
+$21.4M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$75.1M -$319M -1,292,225 -81%
PA
52
Parkside Advisors
California
$74.6M +$778K +3,152 +1%
ANTB
53
AMG National Trust Bank
Colorado
$73.9M -$1.17M -4,755 -2%
FPTW
54
Franklin, Parlapiano, Turner & Welch
Texas
$73.6M +$3.79M +15,369 +6%
WC
55
Wealth CMT
New Jersey
$68.8M -$699K -2,833 -1%
FWIA
56
Fort Washington Investment Advisors
Ohio
$66.4M -$187K -758 -0.3%
WAG
57
Winthrop Advisory Group
Massachusetts
$66.1M -$158K -639 -0.2%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$63.6M -$845K -3,421 -1%
BP
59
Ballentine Partners
Massachusetts
$62.5M -$378K -1,530 -0.6%
KIM
60
Karpus Investment Management
New York
$62.1M +$4.95M +20,050 +9%
LSAG
61
Lake Street Advisors Group
New Hampshire
$62M +$77.3K +313 +0.1%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$59.1M -$661K -2,676 -1%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$58.9M +$25.9M +105,100 +81%
WT
64
Washington Trust
Rhode Island
$54.9M -$831K -3,367 -2%
JWA
65
JFS Wealth Advisors
Pennsylvania
$54.3M -$31.4K -127 -0.1%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$54.2M +$1.93M +7,802 +4%
CFN
67
Cordasco Financial Network
Florida
$52M +$643K +2,605 +1%
CS
68
Credit Suisse
Switzerland
$51.3M +$46.7M +189,245 +1,185%
LNWTC
69
Laird Norton Wetherby Trust Company
Washington
$49.4M -$997K -4,040 -2%
CCA
70
Column Capital Advisors
Indiana
$48.7M -$1.34M -5,414 -3%
BJL
71
Brighton Jones LLC
Washington
$45.8M -$130K -527 -0.3%
ECG
72
EPIQ Capital Group
California
$45.5M -$2.01M -8,142 -4%
EH
73
Equitable Holdings
New York
$45.1M -$913K -3,699 -2%
Bank of Nova Scotia
74
Bank of Nova Scotia
Ontario, Canada
$44.9M +$38.1M +154,500 +616%
Truist Financial
75
Truist Financial
North Carolina
$44.9M -$14.7M -59,592 -25%

IWB Hedge Fund Activity: Q1 2022 in Review

1,045 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2022, worth a combined $24B — down 6.5% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of IWB and 77 opened new positions — a net loss of 3 holders — while 370 trimmed existing stakes and 301 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $207M. The largest seller was JP Morgan Chase, cutting an estimated $319M.

  • 1,045 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2022, down from 1,058 in Q4 2021.
  • Funds reported $24B of iShares Russell 1000 ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 77 funds opened new iShares Russell 1000 ETF positions in Q1 2022 and 80 closed out, a net change of -3 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2022 was Schroder Investment Management Group, an estimated $207M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2022 was JP Morgan Chase, an estimated $319M sold.

Based on aggregated 13F filings for Q1 2022.