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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
AUB
826
Atlantic Union Bankshares
Virginia
$248K -$96.7K -428 -26%
FAT
827
First American Trust
California
$244K -$5.2K -23 -2%
HTHT
828
Hemenway Trust Hemenway Trust
New Hampshire
$244K
AWM
829
AAF Wealth Management
Massachusetts
$243K +$678 +3 +0.3%
SBL
830
Sargent Bickham Lagudis
Colorado
$242K
CCMG
831
Clark Capital Management Group
Pennsylvania
$242K +$263K +1,163 New
EWA
832
Encompass Wealth Advisors
Oregon
$241K
EWM
833
EPG Wealth Management
Georgia
$240K
IFAM
834
Institutional & Family Asset Management
Colorado
$240K
BEAM
835
Baker Ellis Asset Management
Washington
$239K
TCPWM
836
Traverso Chambers Private Wealth Management
California
$239K +$22.6K +100 +10%
RDWM
837
Red Door Wealth Management
Tennessee
$238K
TI
838
Tidal Investments
Wisconsin
$238K
SI
839
Saxon Interests
Texas
$238K +$1.36K +6 +0.5%
AWAG
840
ARS Wealth Advisors Group
Florida
$237K +$11.3K +50 +5%
AWA
841
Amplius Wealth Advisors
Pennsylvania
$235K -$708K -3,132 -73%
PWMG
842
Provence Wealth Management Group
California
$234K
MWP
843
Meridian Wealth Partners
Pennsylvania
$234K +$39.5K +175 +18%
PPP
844
Private Portfolio Partners
New Jersey
$234K
LMKC
845
L.M. Kohn & Company
Ohio
$231K
GWM
846
Greenhouse Wealth Management
Connecticut
$231K +$452 +2 +0.2%
CT
847
Cambridge Trust
Massachusetts
$229K -$67.8K -300 -21%
ACM
848
Advisors Capital Management
New Jersey
$229K +$249K +1,101 New
KF
849
Krilogy Financial
Missouri
$228K
SOAG
850
Silver Oak Advisory Group
Oregon
$228K

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.