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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
ECG
76
EPIQ Capital Group
California
$38.5M +$716K +3,168 +2%
BJL
77
Brighton Jones LLC
Washington
$38.1M +$29.4K +130 +0.1%
EH
78
Equitable Holdings
New York
$37.8M +$360K +1,594 +0.9%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$37.1M +$1.3M +5,761 +3%
HFS
80
HBC Financial Services
Washington
$36.6M -$603K -2,670 -2%
CS
81
Comerica Securities
Michigan
$35.9M -$296K -1,311 -0.8%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$35.7M +$15.1M +66,852 +64%
ERFOTCOFW
83
Employees Retirement Fund of the City of Fort Worth
Texas
$34.4M
CL
84
Choreo LLC
Illinois
$33.6M -$487K -2,156 -1%
CWM
85
Campbell Wealth Management
Virginia
$33.6M +$964K +4,266 +3%
RJA
86
Raymond James & Associates
Florida
$33M +$184K +813 +0.5%
FA
87
Fountainhead AM
New Jersey
$32.6M +$2.9M +12,829 +9%
TC
88
Telemus Capital
Michigan
$32.4M -$218K -966 -0.6%
Bank of Nova Scotia
89
Bank of Nova Scotia
Ontario, Canada
$31.2M -$6.69M -29,600 -16%
Jane Street
90
Jane Street
New York
$30.5M +$4.02M +17,807 +14%
EPP
91
ETF Portfolio Partners
Kansas
$29.8M -$1.54M -6,831 -5%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$29.7M +$1.65M +7,300 +5%
SLT
93
St Louis Trust
Missouri
$29.1M -$2.38M -10,542 -7%
CB
94
Commerce Bank
Missouri
$28.9M +$424K +1,874 +1%
CCA
95
Conservest Capital Advisors
Pennsylvania
$28.4M +$820K +3,630 +3%
BB
96
Busey Bank
Illinois
$28M -$1M -4,445 -3%
BFP
97
Brewster Financial Planning
New York
$26.9M -$338K -1,497 -1%
KP
98
Keel Point
Alabama
$26.6M +$2.95M +13,075 +13%
BFPW
99
BOK Financial Private Wealth
Colorado
$26M +$821K +3,631 +3%
Stifel Financial
100
Stifel Financial
Missouri
$25.9M +$5.19M +22,969 +23%

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.