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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
SRC
1076
Sage Rhino Capital
California
-$217K -868 Closed
KWM
1077
Kingsview Wealth Management
Oregon
-$217K -867 Closed
SI
1078
Scharf Investments
California
-$217K -867 Closed
HFP
1079
Holistic Financial Partners
Indiana
-$215K -859 Closed
CDH
1080
Charles D. Hyman
-$215K -858 Closed
6F
1081
626 Financial
Michigan
-$212K -848 Closed
LA
1082
LVW Advisors
New York
-$212K -846 Closed
JC
1083
JB Capital
Connecticut
-$211K -844 Closed
OCM
1084
One Capital Management
California
-$210K -841 Closed
GC
1085
Grimes & Company
Massachusetts
-$210K -839 Closed
FFG
1086
Fortem Financial Group
California
-$209K -837 Closed
HIM
1087
Hotaling Investment Management
Pennsylvania
-$209K -837 Closed
ECM
1088
Evergreen Capital Management
Washington
-$208K -830 Closed
EWA
1089
Evolution Wealth Advisors
Florida
-$207K -829 Closed
UBV
1090
United Bank (Virginia)
Virginia
-$206K -825 Closed
BHTS
1091
Bar Harbor Trust Services
Maine
-$206K -822 Closed
SS
1092
Sunbelt Securities
Texas
-$209K -822 Closed
FANJ
1093
Financial Architects (New Jersey)
New Jersey
-$204K -815 Closed
FDS
1094
Freedom Day Solutions
Texas
-$203K -813 Closed
SIA
1095
Soltis Investment Advisors
Utah
-$203K -811 Closed
SWA
1096
ShankerValleau Wealth Advisors
Illinois
-$203K -810 Closed
SAM
1097
Synergy Asset Management
Washington
-$202K -809 Closed
ISB
1098
Iowa State Bank
Iowa
-$200K -800 Closed
LIA
1099
LS Investment Advisors
Michigan
-$174K -697 Closed
Koshinski Asset Management
1100
Koshinski Asset Management
Illinois
-$162K -647 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.