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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
SC
926
SouthState Corp
Florida
$93K
AA
927
AlphaMark Advisors
Kentucky
$89K
HS
928
Horan Securities
United States
$89K
NSIM
929
North Star Investment Management
Illinois
$79K
EWM
930
Evermay Wealth Management
Virginia
$78K
LWP
931
Lumature Wealth Partners
Georgia
$78K
CI
932
CX Institutional
Indiana
$77K +$84.1K +372 New
KFP
933
KB Financial Partners
New Jersey
$73K
Allspring Global Investments
934
Allspring Global Investments
North Carolina
$70K +$77.1K +341 New
FA
935
Faithward Advisors
Pennsylvania
$68K
SWM
936
SeaCrest Wealth Management
New York
$67K +$72.5K +321 New
AAP
937
Arax Advisory Partners
Colorado
$64K
HWA
938
HHM Wealth Advisors
Tennessee
$64K +$11.1K +49 +19%
COCM
939
Charter Oak Capital Management
New Hampshire
$63K
TWA
940
TCI Wealth Advisors
Arizona
$61K +$61.7K +273 +1,365%
PCFFS
941
Pacific Center for Financial Services
California
$59K
CT
942
Caldwell Trust
Florida
$58.4K
Legal & General Group
943
Legal & General Group
United Kingdom
$57K
BCMLT
944
Beacon Capital Management LLC (Tennessee)
Tennessee
$55K
CWA
945
Clearview Wealth Advisors
Oregon
$55K +$226 +1 +0.4%
MCA
946
Maryland Capital Advisors
Maryland
$54K -$5.88K -26 -9%
RDFA
947
Ritter Daniher Financial Advisory
Ohio
$52K -$452 -2 -0.8%
AF
948
Affiance Financial
Minnesota
$52K
JWM
949
Janiczek Wealth Management
Colorado
$52K
NIC
950
Northwest Investment Counselors
Oregon
$52K

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.