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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
VT
1051
Vise Technologies
New York
-$267K -1,069 Closed
G
1052
GenTrust
Florida
-$253K -1,012 Closed
FC
1053
Fulcrum Capital
Washington
-$239K -957 Closed
AFC
1054
AFT Forsyth & Company
Florida
-$239K -955 Closed
RF
1055
Rollins Financial
Georgia
-$239K -955 Closed
VF
1056
Vista Finance
Missouri
-$239K -954 Closed
FNWM
1057
Financial Network Wealth Management
Utah
-$238K -951 Closed
TCM
1058
TD Capital Management
Tennessee
-$235K -938 Closed
NB
1059
NBT Bank
New York
-$234K -935 Closed
PCM
1060
Pointe Capital Management
Michigan
-$233K -930 Closed
WTB
1061
Washington Trust Bank
Washington
-$232K -925 Closed
IP
1062
Isthmus Partners
Wisconsin
-$230K -920 Closed
PWP
1063
Principle Wealth Partners
Connecticut
-$230K -919 Closed
AWP
1064
Accretive Wealth Partners
New Jersey
-$229K -916 Closed
KWMG
1065
King Wealth Management Group
Florida
-$229K -915 Closed
VCM
1066
Vivaldi Capital Management
Illinois
-$202K -915 Closed
AMCA
1067
Arthur M. Cohen & Associates
Illinois
-$229K -914 Closed
BA
1068
Bridgewater Advisors
New York
-$226K -905 Closed
HCM
1069
Howland Capital Management
Massachusetts
-$226K -905 Closed
VFIC
1070
Valley Forge Investment Consultants
Pennsylvania
-$225K -900 Closed
EFS
1071
Essex Financial Services
Connecticut
-$221K -882 Closed
PBF
1072
Petix & Botte Financial
California
-$221K -882 Closed
TNA
1073
True North Advisors
Texas
-$219K -876 Closed
BFO
1074
Boston Family Office
Massachusetts
-$219K -875 Closed
TF
1075
Trek Financial
Arizona
-$217K -869 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.