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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
DWT
876
Dorsey & Whitney Trust
South Dakota
$206K
CCA
877
Checchi Capital Advisers
California
$203K +$202K +892 New
CPWMP
878
Cardinal Point Wealth Management Partners
California
$203K +$221K +979 New
RFG
879
Range Financial Group
Oregon
$202K
ODFS
880
O'Donnell Financial Services
California
$202K +$13.6K +60 +7%
BIA
881
Benchmark Investment Advisors
Illinois
$200K +$217K +962 New
GC
882
Gibson Capital
Pennsylvania
$198K
AIP
883
Ahrens Investment Partners
Louisiana
$195K
CP
884
Covenant Partners
Tennessee
$188K
CFD
885
Creative Financial Designs
Indiana
$188K
BMD
886
Better Money Decisions
New Mexico
$188K +$205K +906 New
CIAS
887
Capital Investment Advisory Services
North Carolina
$187K
SPIA
888
Steward Partners Investment Advisory
New York
$184K
ACA
889
Aptus Capital Advisors
Alabama
$182K +$22.6K +100 +13%
TWC
890
TD Waterhouse Canada
Ontario, Canada
$175K -$24.2K -107 -11%
FFA
891
Founders Financial Alliance
North Carolina
$170K -$15.4K -68 -8%
BHWM
892
Beaird Harris Wealth Management
Texas
$168K -$34.6K -153 -16%
HFS
893
Heritage Financial Services
Massachusetts
$167K +$182K +804 New
LFG
894
Larson Financial Group
Missouri
$164K -$24.2K -107 -12%
MTIC
895
Missouri Trust & Investment Company
Missouri
$162K
PTC
896
Private Trust Company
Ohio
$158K +$172K +760 New
RWA
897
RGT Wealth Advisors
Texas
$156K
S
898
Surevest
California
$155K +$52.7K +233 +45%
BTI
899
Blue Trust Inc
Georgia
$150K +$135K +598 New
MW
900
Milestone Wealth
New York
$149K

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.