We are live on ! Find out more
IWB icon

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
AWM
851
Aspire Wealth Management
Massachusetts
$226K
HFS
852
Howard Financial Services
Texas
$226K +$678 +3 +0.3%
FAG
853
Financial Advisory Group
Texas
$225K +$678 +3 +0.3%
ZCA
854
Zeke Capital Advisors
Pennsylvania
$222K
CWM
855
Congress Wealth Management
Massachusetts
$220K -$71K -314 -23%
WS
856
Wedbush Securities
California
$219K
NP
857
NorthRock Partners
Minnesota
$219K +$238K +1,052 New
FFA
858
Fragasso Financial Advisors
Pennsylvania
$218K -$2.49K -11 -1%
EE
859
EWG Elevate
California
$218K -$226 -1 -0.1%
KCM
860
Kanawha Capital Management
Virginia
$218K
AC
861
AlphaCore Capital
California
$217K
MSS
862
Mitchell Sinkler & Starr
Pennsylvania
$216K
VWM
863
Venturi Wealth Management
Texas
$214K
GSIS
864
Global Strategic Investment Solutions
Arizona
$213K
MWP
865
Madison Wealth Partners
Wisconsin
$213K +$232K +1,025 New
BSSFA
866
Baron Silver Stevens Financial Advisors
Florida
$212K +$231K +1,021 New
HG
867
Harbor Group
New Hampshire
$210K
WFA
868
Wellspring Financial Advisors
Ohio
$210K
IAG
869
Investmark Advisory Group
Connecticut
$209K +$678 +3 +0.3%
PCIA
870
Prime Capital Investment Advisors
Kansas
$209K +$227K +1,004 New
SAM
871
S.A. Mason
Michigan
$208K
AG
872
Advocate Group
Minnesota
$208K +$226K +1,000 New
BIA
873
Bigelow Investment Advisors
Maine
$207K -$22.6K -100 -9%
HI
874
Harbour Investments
Wisconsin
$207K +$226K +998 New
BHWA
875
Beacon Harbor Wealth Advisors
Virginia
$206K

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.