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iShares Russell 1000 ETF
IWB

1,058 hedge funds and large institutions have $25.6B invested in iShares Russell 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 307 increasing their positions, 318 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 29

13% more funds holding

Funds holding: 934 → 1,058 (+124)

10% more capital invested

Capital invested by funds: $23.2B → $25.6B (+$2.43B)

5% more funds holding in top 10

Funds holding in top 10: 108 → 113 (+5)

2% more ownership

Funds ownership: 77.03% → 79.04% (+2%)

3% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 318

52% less call options, than puts

Call options by funds: $4.38M | Put options by funds: $9.1M

Holders
1,058
Holders Change
+124
Holders Change %
+13.28%
% of All Funds
16.28%
Holding in Top 10
113
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.63%
% of All Funds
1.74%
New
169
Increased
307
Reduced
318
Closed
29
Calls
$4.38M
Puts
$9.1M
Net Calls
-$4.71M
Net Calls Change
-$638K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$392M
2
Northern Trust
Northern Trust
Illinois
+$272M
3
BlackRock
BlackRock
New York
+$224M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$203M
5
Bank of America
Bank of America
North Carolina
+$149M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$640M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$161M
3
DCM
Disciplina Capital Management
Tennessee
-$57.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.7M
5
SG Americas Securities
SG Americas Securities
New York
-$27.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
801
Summit Asset Management
Tennessee
$317K – – –
WPC
802
Wedmont Private Capital
Pennsylvania
$316K +$315K +1,225 New
VCP
803
Vista Capital Partners
Oregon
$313K – – –
HTHT
804
Hemenway Trust Hemenway Trust
New Hampshire
$311K – – –
CIAS
805
CFS Investment Advisory Services
New Jersey
$310K +$319K +1,241 New
SBL
806
Sargent Bickham Lagudis
Colorado
$308K +$772 +3 +0.3%
AWM
807
AAF Wealth Management
Massachusetts
$308K +$515 +2 +0.2%
EWA
808
Encompass Wealth Advisors
Oregon
$307K – – –
IFAM
809
Institutional & Family Asset Management
Colorado
$306K – – –
HWM
810
Howard Wealth Management
Connecticut
$306K +$1.29K +5 +0.4%
EWM
811
EPG Wealth Management
Georgia
$305K – – –
BEAM
812
Baker Ellis Asset Management
Washington
$304K -$38.6K -150 -12%
PWMG
813
Provence Wealth Management Group
California
$304K +$296K +1,149 New
TI
814
Tidal Investments
Wisconsin
$303K – – –
GCP
815
Gill Capital Partners
Colorado
$301K +$1.54K +6 +0.5%
WGCA
816
Wolf Group Capital Advisors
Virginia
$301K +$293K +1,140 New
BCA
817
Bay Colony Advisors
Massachusetts
$297K +$515 +2 +0.2%
SI
818
Saxon Interests
Texas
$297K +$293K +1,140 New
IP
819
Isthmus Partners
Wisconsin
$296K – – –
PWP
820
Principle Wealth Partners
Connecticut
$295K -$92.4K -359 -24%
GWM
821
Greenhouse Wealth Management
Connecticut
$294K +$1.54K +6 +0.5%
BIM
822
Bridges Investment Management
Nebraska
$293K +$284K +1,105 New
BIA
823
Bigelow Investment Advisors
Maine
$290K -$6.43K -25 -2%
KF
824
Krilogy Financial
Missouri
$290K – – –
SOAG
825
Silver Oak Advisory Group
Oregon
$290K +$282K +1,096 New
31 32
33
34 35

IWB Hedge Fund Activity: Q4 2021 in Review

1,058 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2021, worth a combined $25.6B — up 10% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new IWB positions and 29 closed out — a net gain of 140 holders — while 307 added to existing stakes and 318 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $392M. The largest seller was Franklin Resources, cutting an estimated $640M.

  • 1,058 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2021, up from 934 in Q3 2021.
  • Funds reported $25.6B of iShares Russell 1000 ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 169 funds opened new iShares Russell 1000 ETF positions in Q4 2021 and 29 closed out, a net change of +140 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2021 was Goldman Sachs, an estimated $392M added.
  • The largest iShares Russell 1000 ETF seller in Q4 2021 was Franklin Resources, an estimated $640M sold.

Based on aggregated 13F filings for Q4 2021.