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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
MFC
726
Morris Financial Concepts
South Carolina
$400K +$436K +1,927 New
FPCG
727
Fort Pitt Capital Group
Pennsylvania
$398K +$16.5K +73 +4%
AAS
728
Ameritas Advisory Services
Nebraska
$396K +$4.97K +22 +1%
ACM
729
Allred Capital Management
Texas
$394K -$2.55M -11,275 -86%
PFP
730
Paragon Financial Partners
California
$394K +$904 +4 +0.2%
TWM
731
Thrive Wealth Management
Pennsylvania
$391K +$112K +497 +36%
OPPS
732
Obsidian Personal Planning Solutions
Maryland
$391K +$425K +1,882 New
Deutsche Bank
733
Deutsche Bank
Germany
$390K +$311K +1,378 +276%
VCA
734
Verdence Capital Advisors
Maryland
$389K +$226 +1 +0.1%
WAP
735
Wealthcare Advisory Partners
Pennsylvania
$389K +$231K +1,021 +120%
NL
736
NWAM LLC
Washington
$385K +$412K +1,824 New
FAM
737
Forte Asset Management
New York
$385K +$419K +1,855 New
TPW
738
Transatlantique Private Wealth
New York
$384K +$418K +1,849 New
WSFS
739
Wilmington Savings Fund Society
Delaware
$383K -$2.03M -8,970 -83%
AIA
740
Avalon Investment & Advisory
Texas
$383K
NHC
741
Nicholas Hoffman & Company
Georgia
$383K
KLI
742
Kelman-Lazarov Inc
Tennessee
$381K +$41.8K +185 +11%
SFPM
743
Sensible Financial Planning & Management
Massachusetts
$379K +$412K +1,823 New
HTC
744
Haverford Trust Company
Pennsylvania
$377K +$37.3K +165 +10%
SCI
745
Stableford Capital II
Arizona
$376K
PPW
746
PACK Private Wealth
Minnesota
$368K
NWM
747
Northwest Wealth Management
Iowa
$368K +$28K +124 +8%
OBWP
748
O'Brien Wealth Partners
Massachusetts
$365K
FM
749
Foster & Motley
Ohio
$361K +$226 +1 +0.1%
IA
750
IFG Advisors
Missouri
$359K +$7.01K +31 +2%

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.