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iShares Russell 1000 ETF

1,045 hedge funds and large institutions have $24B invested in iShares Russell 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 301 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

606% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $3.53M

1% more funds holding in top 10

Funds holding in top 10: 113114 (+1)

0.33% less ownership

Funds ownership: 79.04%78.7% (-0.33%)

4% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 80

1% less funds holding

Funds holding: 1,0581,045 (-13)

6% less capital invested

Capital invested by funds: $25.6B → $24B (-$1.66B)

19% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 370

Holders
1,045
Holders Change
-13
Holders Change %
-1.23%
% of All Funds
16.48%
Holding in Top 10
114
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.88%
% of All Funds
1.8%
New
77
Increased
301
Reduced
370
Closed
80
Calls
$24.9M
Puts
$3.53M
Net Calls
+$21.4M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
101
IEQ Capital
California
$28.9M -$325K -1,318 -1%
WFAG
102
Wescott Financial Advisory Group
Pennsylvania
$28.8M -$201K -815 -0.7%
SC
103
Schoolcraft Capital
Colorado
$28.8M -$2.69M -10,900 -9%
DIP
104
DT Investment Partners
Pennsylvania
$28.5M +$399K +1,617 +1%
MML Investors Services
105
MML Investors Services
Massachusetts
$27M +$2.13M +8,624 +9%
NA
106
NewEdge Advisors
Louisiana
$26.8M +$630K +2,553 +2%
William Blair & Company
107
William Blair & Company
Illinois
$26.8M +$398K +1,610 +2%
SIC
108
Sigma Investment Counselors
Michigan
$26.7M -$865K -3,505 -3%
FMP
109
Financial Management Professionals
Texas
$26.3M +$206K +834 +0.8%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$26.2M +$898K +3,638 +4%
RFA
111
RTD Financial Advisors
Pennsylvania
$25.6M +$230K +931 +0.9%
Stifel Financial
112
Stifel Financial
Missouri
$25.5M +$1.42M +5,732 +6%
KP
113
Keel Point
Alabama
$25.4M +$6.91M +27,970 +38%
HNB
114
Huntington National Bank
Ohio
$25.4M
WTC
115
WhitTier Trust Company
Nevada
$25.2M
WT
116
Whittier Trust
California
$24.3M +$28.4K +115 +0.1%
SI
117
Stephens Inc
Arkansas
$23.1M +$404K +1,638 +2%
RhumbLine Advisers
118
RhumbLine Advisers
Massachusetts
$22.9M -$1.49M -6,049 -6%
KAS
119
Kestra Advisory Services
Texas
$22.7M -$970K -3,929 -4%
TWP
120
TFO Wealth Partners
Ohio
$22.6M
PAG
121
Private Advisor Group
New Jersey
$22.2M +$775K +3,138 +4%
Brown Advisory
122
Brown Advisory
Maryland
$22.2M -$2.48M -10,033 -10%
PIM
123
Parker Investment Management
California
$22.1M
WWA
124
WC Walker & Associates
California
$22M +$425K +1,723 +2%
OCG
125
Opus Capital Group
Ohio
$21.8M +$201K +814 +0.9%

IWB Hedge Fund Activity: Q1 2022 in Review

1,045 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2022, worth a combined $24B — down 6.5% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of IWB and 77 opened new positions — a net loss of 3 holders — while 370 trimmed existing stakes and 301 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $207M. The largest seller was JP Morgan Chase, cutting an estimated $319M.

  • 1,045 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2022, down from 1,058 in Q4 2021.
  • Funds reported $24B of iShares Russell 1000 ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 77 funds opened new iShares Russell 1000 ETF positions in Q1 2022 and 80 closed out, a net change of -3 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2022 was Schroder Investment Management Group, an estimated $207M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2022 was JP Morgan Chase, an estimated $319M sold.

Based on aggregated 13F filings for Q1 2022.