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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
AIM
951
Anchor Investment Management
South Carolina
$51.3K
TCM
952
Tanaka Capital Management
New York
$49K
SWM
953
Sugarloaf Wealth Management
Georgia
$46K
PP
954
Pacifica Partners
Canada
$45K
CAL
955
Capital Analysts LLC
Pennsylvania
$45K +$226 +1 +0.5%
VVP
956
Venture Visionary Partners
Ohio
$43.2K +$47K +208 New
GFPC
957
Global Financial Private Client
Florida
$42.2K -$34.1K -151 -43%
CFGS
958
Concourse Financial Group Securities
Alabama
$42K +$16.9K +75 +60%
AWM
959
Avior Wealth Management
Nebraska
$41K +$22.6K +100 +50%
VNA
960
Valley National Advisers
Pennsylvania
$40K
HWM
961
Horizons Wealth Management
North Carolina
$40K +$38.4K +170 New
CCM
962
Chilton Capital Management
Texas
$38K +$41.8K +185 New
Bank of Montreal
963
Bank of Montreal
Ontario, Canada
$37.5K +$1.67M +7,402 +4%
FF
964
FourThought Financial
Florida
$37K
SFC
965
SYM Financial Corp
Indiana
$36K
BLC
966
Brown, Lisle/Cummings
Rhode Island
$34.7K
PCA
967
Providence Capital Advisors
North Carolina
$34K
HF
968
Halpern Financial
Virginia
$33.2K
FA
969
Financial Advantage
Maryland
$31K
TF
970
Tompkins Financial
New York
$31K
AW
971
ACG Wealth
Georgia
$31K +$33.4K +148 New
MAWCM
972
Mine & Arao Wealth Creation & Management
California
$28K +$226 +1 +0.7%
GEA
973
Glen Eagle Advisors
New Jersey
$27.9K
OSNBOA
974
Old Second National Bank of Aurora
Illinois
$27K
RCM
975
Robinson Capital Management
Michigan
$27K

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.