We are live on ! Find out more
IWB icon

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
EW
51
Emerson Wealth
Michigan
$71.7M -$702K -3,104 -0.8%
Truist Financial
52
Truist Financial
North Carolina
$69.4M +$35M +154,753 +86%
FPTW
53
Franklin, Parlapiano, Turner & Welch
Texas
$62.8M +$1.88M +8,305 +3%
ANTB
54
AMG National Trust Bank
Colorado
$58.7M -$3.68M -16,282 -6%
Millennium Management
55
Millennium Management
New York
$57.9M +$58.7M +259,944 +1,380%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$57.7M -$9.08M -40,168 -13%
PA
57
Parkside Advisors
California
$56.5M -$5.99M -26,507 -9%
WAG
58
Winthrop Advisory Group
Massachusetts
$56.1M +$1.35M +5,990 +2%
FWIA
59
Fort Washington Investment Advisors
Ohio
$54.2M -$1.06M -4,684 -2%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$54.1M +$1.39M +6,144 +2%
LSAG
61
Lake Street Advisors Group
New Hampshire
$52M +$570K +2,520 +1%
BP
62
Ballentine Partners
Massachusetts
$51.8M -$174K -769 -0.3%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$49.5M +$588K +2,600 +1%
MCWS
64
McKinley Carter Wealth Services
West Virginia
$48.5M -$675K -2,986 -1%
WC
65
Wealth CMT
New Jersey
$48.3M -$9.59M -42,454 -15%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$46.6M +$1.62M +7,157 +3%
KIM
67
Karpus Investment Management
New York
$45.7M -$6.4M -28,312 -11%
WT
68
Washington Trust
Rhode Island
$45.1M -$568K -2,515 -1%
CCA
69
Column Capital Advisors
Indiana
$44.1M +$283M +1,253,149 +643%
JWA
70
JFS Wealth Advisors
Pennsylvania
$43.7M -$1.59M -7,042 -3%
CFN
71
Cordasco Financial Network
Florida
$42.9M -$373K -1,651 -0.8%
MML Investors Services
72
MML Investors Services
Massachusetts
$42.6M +$21.9M +96,887 +90%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$40.4M +$39.8M +176,224 +352%
5L
74
55I LLC
Massachusetts
$39.8M +$33.8M +149,648 +355%
EFSCE
75
Enterprise Financial Services Corp (EFSC)
Missouri
$38.8M +$1.99M +8,827 +5%

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.