We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF

1,045 hedge funds and large institutions have $24B invested in iShares Russell 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 301 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

606% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $3.53M

1% more funds holding in top 10

Funds holding in top 10: 113114 (+1)

0.33% less ownership

Funds ownership: 79.04%78.7% (-0.33%)

4% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 80

1% less funds holding

Funds holding: 1,0581,045 (-13)

6% less capital invested

Capital invested by funds: $25.6B → $24B (-$1.66B)

19% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 370

Holders
1,045
Holders Change
-13
Holders Change %
-1.23%
% of All Funds
16.48%
Holding in Top 10
114
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.88%
% of All Funds
1.8%
New
77
Increased
301
Reduced
370
Closed
80
Calls
$24.9M
Puts
$3.53M
Net Calls
+$21.4M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
76
Enterprise Financial Services Corp (EFSC)
Missouri
$44.5M +$1.76M +7,131 +4%
CS
77
Comerica Securities
Michigan
$43.5M +$346K +1,403 +0.8%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$43.2M -$247K -1,001 -0.6%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$42.1M -$1.57M -6,351 -4%
NMIFOAC
80
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$41.8M -$90.1M -365,000 -69%
ERFOTCOFW
81
Employees Retirement Fund of the City of Fort Worth
Texas
$41.4M +$40.9M +165,588 New
CL
82
Choreo LLC
Illinois
$41M -$709K -2,870 -2%
HFS
83
HBC Financial Services
Washington
$39.8M +$416K +1,685 +1%
RJA
84
Raymond James & Associates
Florida
$39.6M -$12.2M -49,572 -24%
CWM
85
Campbell Wealth Management
Virginia
$39.4M -$28.4M -114,840 -42%
TC
86
Telemus Capital
Michigan
$39.3M -$4.32M -17,503 -10%
SLT
87
St Louis Trust
Missouri
$37.7M +$409K +1,658 +1%
EPP
88
ETF Portfolio Partners
Kansas
$37.5M +$2.29M +9,275 +7%
FA
89
Fountainhead AM
New Jersey
$36M +$4.29M +17,362 +14%
Mariner
90
Mariner
Kansas
$35.7M -$1.81M -7,338 -5%
BB
91
Busey Bank
Illinois
$34.8M -$745K -3,019 -2%
CB
92
Commerce Bank
Missouri
$34.3M -$92.6K -375 -0.3%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$33.9M -$1.29M -5,243 -4%
CCA
94
Conservest Capital Advisors
Pennsylvania
$33.2M -$403K -1,634 -1%
BFP
95
Brewster Financial Planning
New York
$32.7M -$244K -990 -0.8%
Jane Street
96
Jane Street
New York
$32.2M +$13.9M +56,469 +78%
CI
97
Chartist Inc
California
$32M -$747K -3,027 -2%
BPA
98
Beacon Pointe Advisors
California
$30.8M +$7.05M +28,563 +30%
BFPW
99
BOK Financial Private Wealth
Colorado
$30.4M +$1.78M +7,218 +6%
UFA
100
US Financial Advisors
Massachusetts
$29.7M -$221K -896 -0.7%

IWB Hedge Fund Activity: Q1 2022 in Review

1,045 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2022, worth a combined $24B — down 6.5% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of IWB and 77 opened new positions — a net loss of 3 holders — while 370 trimmed existing stakes and 301 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $207M. The largest seller was JP Morgan Chase, cutting an estimated $319M.

  • 1,045 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2022, down from 1,058 in Q4 2021.
  • Funds reported $24B of iShares Russell 1000 ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 77 funds opened new iShares Russell 1000 ETF positions in Q1 2022 and 80 closed out, a net change of -3 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2022 was Schroder Investment Management Group, an estimated $207M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2022 was JP Morgan Chase, an estimated $319M sold.

Based on aggregated 13F filings for Q1 2022.