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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
AAS
776
Annex Advisory Services
Wisconsin
$324K +$111K +492 +46%
PAS
777
Park Avenue Securities
New York
$321K -$528K -2,337 -60%
1SB
778
1ST Source Bank
Indiana
$321K -$7.91K -35 -2%
HCP
779
Holt Capital Partners
Texas
$319K
SEIA
780
Signature Estate & Investment Advisors
California
$318K +$346K +1,531 New
MWA
781
Moser Wealth Advisors
Washington
$317K +$6.1K +27 +2%
NFC
782
Northeast Financial Consultants
Connecticut
$316K -$202K -894 -37%
BFG
783
Barber Financial Group
Kansas
$316K
FFM
784
Forum Financial Management
Illinois
$316K +$2.71K +12 +0.8%
PFPT
785
Pinnacle Financial Partners (Tennessee)
Tennessee
$311K +$338K +1,495 New
MLIC
786
Mandatum Life Insurance Company
Finland
$309K
SW
787
SkyOak Wealth
Michigan
$308K +$13.1K +58 +4%
FWP
788
FAS Wealth Partners
Kansas
$303K +$226 +1 +0.1%
EP
789
Eudaimonia Partners
Tennessee
$301K -$11.3K -50 -3%
CWP
790
Curated Wealth Partners
California
$301K +$328K +1,450 New
EP
791
Edgestream Partners
New Jersey
$301K +$328K +1,450 New
AMG
792
Asset Management Group
Connecticut
$290K +$1.13K +5 +0.4%
OR
793
Olympiad Research
Connecticut
$286K -$957K -4,236 -75%
GCP
794
Gill Capital Partners
Colorado
$286K
First Manhattan
795
First Manhattan
New York
$284K -$5.65K -25 -2%
LWMG
796
Levy Wealth Management Group
Pennsylvania
$284K +$678 +3 +0.2%
TCA
797
Transcend Capital Advisors
New Jersey
$283K +$19.7K +87 +7%
MPWT
798
MassMutual Private Wealth & Trust
Connecticut
$282K -$4.97K -22 -2%
CCG
799
Chatham Capital Group
Georgia
$282K +$307K +1,358 New
AP
800
Americana Partners
Texas
$279K

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.