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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
Belvedere Trading
1026
Belvedere Trading
Illinois
-$2.57M -10,422 Closed
EPWM
1027
Essex Private Wealth Management
Massachusetts
-$1.78M -7,137 Closed
WI
1028
WBI Investments
New Jersey
-$1.76M -7,134 Closed
ADL
1029
Asset Dedication LLC
California
-$1.56M -6,223 Closed
FFA
1030
Freedman Financial Associates
Massachusetts
-$1.32M -5,210 Closed
SPC
1031
Sigma Planning Corp
Michigan
-$927K -3,706 Closed
PI
1032
Putnam Investments
Massachusetts
-$787K -3,146 Closed
MCM
1033
Moore Capital Management
New York
-$705K -2,820 Closed
CAI
1034
Capital Advisors Inc
Oklahoma
-$613K -2,450 Closed
MPW
1035
Monterey Private Wealth
California
-$589K -2,320 Closed
PJSIMP
1036
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$511K -2,240 Closed
LA
1037
Latitude Advisors
Florida
-$488K -1,952 Closed
TI
1038
Trexquant Investment
Connecticut
-$442K -1,768 Closed
PPW
1039
Pinnacle Private Wealth
Massachusetts
-$439K -1,755 Closed
MWA
1040
Monograph Wealth Advisors
California
-$428K -1,713 Closed
AWM
1041
Axxcess Wealth Management
California
-$362K -1,449 Closed
LB
1042
Leo Brokerage
Texas
-$347K -1,388 Closed
NLP
1043
Next Level Private
New York
-$343K -1,373 Closed
MCC
1044
Money Concepts Capital
Florida
-$341K -1,365 Closed
NC
1045
NovaPoint Capital
Georgia
-$326K -1,305 Closed
SIA
1046
Schechter Investment Advisors
Michigan
-$321K -1,285 Closed
TWM
1047
Tradition Wealth Management
Minnesota
-$320K -1,280 Closed
BIM
1048
Bridges Investment Management
Nebraska
-$303K -1,209 Closed
HWM
1049
Howard Wealth Management
Connecticut
-$295K -1,180 Closed
T
1050
TCWP
Ohio
-$278K -1,115 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.