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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
GWM
1001
Geneos Wealth Management
Colorado
$8K
IWP
1002
IAG Wealth Partners
Wisconsin
$8K
AIA
1003
Angeles Investment Advisors
California
$7K
SC
1004
Steph & Co
Wisconsin
$6K
EWA
1005
EverSource Wealth Advisors
Alabama
$6K +$3.16K +14 +88%
MHR
1006
Matthew Hamilton Rosenberg
$5K
PSB
1007
Piscataqua Savings Bank
New Hampshire
$5K
SAM
1008
Strategic Asset Management
Minnesota
$4K
MPCG
1009
Matrix Private Capital Group
New York
$4K +$4.07K +18 New
WWP
1010
WR Wealth Planners
Missouri
$3.99K
NFSG
1011
Newbridge Financial Services Group
Florida
$3K
CCM
1012
Cribstone Capital Management
Maine
$2K
HI
1013
Hudock Inc
Pennsylvania
$2K
ME
1014
McIlrath & Eck
Washington
$2K
SCA
1015
Stonebridge Capital Advisors
Minnesota
$2K
UFF
1016
USA Financial Formulas
Michigan
$2K
FGAM
1017
Financial Gravity Asset Management
Texas
$878 -$9.49K -42 -17%
IAIM
1018
International Assets Investment Management
Florida
$694 +$539K +2,386 +250%
BRWM
1019
B. Riley Wealth Management
Tennessee
$586 +$238K +1,055 +60%
WIM
1020
Westside Investment Management
California
$89
AWM
1021
Aries Wealth Management
Maine
-$9.22M -36,887 Closed
Principal Financial Group
1022
Principal Financial Group
Iowa
-$6.97M -27,868 Closed
LWMNY
1023
Landmark Wealth Management (New York)
New York
-$1.73M -13,754 Closed
IC
1024
Intersect Capital
California
-$3.35M -13,379 Closed
WAM
1025
Weiss Asset Management
Massachusetts
-$2.82M -11,265 Closed

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.