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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
FS
126
Ferguson Shapiro
Georgia
$21.2M -$4.91M -19,868 -19%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$21.1M +$4.01M +16,230 +24%
FNBT
128
FineMark National Bank & Trust
Florida
$20.6M -$165K -667 -0.8%
CA
129
Centerpoint Advisors
Massachusetts
$20.4M +$843K +3,414 +4%
AC
130
Avestar Capital
New York
$20.3M +$703K +2,847 +4%
SPWG
131
Sage Private Wealth Group
Illinois
$20.1M -$610K -2,471 -3%
BSW
132
Buckingham Strategic Wealth
Missouri
$19.9M +$3.78M +15,323 +24%
PCMK
133
Paragon Capital Management (Kansas)
Kansas
$19.7M +$44.4K +180 +0.2%
P
134
Pitcairn
Pennsylvania
$19.6M -$5.68M -23,010 -23%
XF
135
XML Financial
Maryland
$19.3M +$5.18K +21 +0%
AL
136
Aspiriant LLC
California
$19.3M -$177K -718 -0.9%
AWM
137
Act Wealth Management
Texas
$19.1M -$5.1M -20,657 -21%
APW
138
Austin Private Wealth
Texas
$19.1M -$282K -1,144 -1%
BFA
139
Brown Financial Advisory
Alabama
$18.5M +$6.67K +27 +0%
JFGIW
140
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.4M -$969K -3,926 -5%
RMDI
141
R.M. Davis Inc
Maine
$18M +$1.3M +5,261 +8%
SFA
142
Sequoia Financial Advisors
Ohio
$17.7M -$168K -679 -0.9%
BCM
143
BTC Capital Management
Iowa
$17.3M -$402K -1,629 -2%
MA
144
Montag & Associates
Georgia
$17.2M -$370K -1,500 -2%
MWM
145
Modera Wealth Management
New Jersey
$17.1M -$573K -2,322 -3%
BFM
146
Boston Financial Management
Massachusetts
$17M +$2.12M +8,599 +14%
TCBWMS
147
Texas Capital Bank Wealth Management Services
Texas
$16.7M -$56.3K -228 -0.3%
CAN
148
Cetera Advisor Networks
California
$16.4M -$104K -420 -0.6%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$16.1M +$14.1M +57,052 +847%
CCM
150
Coldstream Capital Management
Washington
$16M -$3.65M -14,800 -19%

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.