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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
CWM
751
Chesapeake Wealth Management
Virginia
$355K -$18.1K -80 -4%
LL
752
LPWM LLC
Minnesota
$354K
WA
753
WestEnd Advisors
North Carolina
$353K +$384K +1,698 New
TWM
754
Tolleson Wealth Management
Texas
$351K
TP
755
Tranquility Partners
Tennessee
$351K +$64.9K +287 +20%
SF
756
Symphony Financial
Texas
$350K -$683K -3,020 -64%
MMHP
757
Murphy Middleton Hinkle & Parker
Georgia
$350K
GG
758
Greenwood Gearhart
Arkansas
$348K
CAM
759
Cresset Asset Management
Illinois
$346K -$314K -1,391 -46%
KL
760
KilterHowling LLC
Colorado
$341K +$1.13K +5 +0.3%
DBT
761
Dubuque Bank & Trust
Iowa
$339K -$78.2K -346 -18%
PSIWM
762
Paradigm Strategies in Wealth Management
Minnesota
$339K
VA
763
Valmark Advisers
Ohio
$339K +$904 +4 +0.2%
AAM
764
AMI Asset Management
California
$337K +$366K +1,621 New
DC
765
Davenport & Co
Virginia
$336K -$14.9K -66 -4%
BFA
766
Beaumont Financial Advisors
Massachusetts
$334K -$46.1K -204 -11%
PAMG
767
Patton Albertson Miller Group
Tennessee
$334K
PWLP
768
Prio Wealth Limited Partnership
Massachusetts
$332K +$6.78K +30 +2%
FPW
769
Flagship Private Wealth
Massachusetts
$332K +$678 +3 +0.2%
OPS
770
Orion Portfolio Solutions
Nebraska
$330K -$86.6K -383 -19%
AA
771
Alesco Advisors
New York
$329K
SQA
772
Simon Quick Advisors
New Jersey
$328K +$58.1K +257 +22%
SPFA
773
Summit Place Financial Advisors
New Jersey
$326K -$3.39K -15 -0.9%
WCP
774
Wick Capital Partners
Pennsylvania
$326K +$18.8K +83 +6%
KFP
775
KMG Fiduciary Partners
Ohio
$324K

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.