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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
OHWP
976
Oak Harbor Wealth Partners
North Carolina
$26K
WFA
977
WestHill Financial Advisors
California
$24K
AW
978
Avion Wealth
Texas
$24K +$26.2K +116 New
PA
979
PSI Advisors
Florida
$23K
BWA
980
BDO Wealth Advisors
Florida
$23K +$226 +1 +0.9%
KFS
981
Kelly Financial Services
Massachusetts
$22.7K +$14.5K +64 +142%
FMII
982
Farmers & Merchants Investments Inc
Nebraska
$22K
MIM
983
MTM Investment Management
South Carolina
$21K
LB
984
Legacy Bridge
Iowa
$18K
YAL
985
Your Advocates Ltd
Texas
$18K
Amundi
986
Amundi
France
$17K
GWMIA
987
Global Wealth Management Investment Advisory
Florida
$17K
WB
988
West Bancorporation
Iowa
$17K
PFGIA
989
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$9.94K +44 +122%
LWANC
990
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
BWM
991
Baystate Wealth Management
Massachusetts
$15K +$226 +1 +1%
HWMA
992
Heritage Wealth Management (Arizona)
Arizona
$15K -$45.4K -201 -74%
AWM
993
AllSquare Wealth Management
New York
$14K
IF
994
Integrity Financial
Wyoming
$12K
PIP
995
Peachtree Investment Partners
Florida
$12K
TSWM
996
Tyler-Stone Wealth Management
Ohio
$12K +$13.6K +60 New
FDCDDQ
997
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K
CFO
998
CVA Family Office
Colorado
$10K
DAC
999
Dividend Assets Capital
South Carolina
$10K
SIS
1000
Sound Income Strategies
Florida
$9K +$10.2K +45 New

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.