We are live on ! Find out more
IWB icon

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
PO
151
Private Ocean
California
$15.9M -$759K -3,074 -5%
AFA
152
American Financial Advisors
Georgia
$15.4M -$15.4M -62,294 -50%
AAS
153
Avantax Advisory Services
Texas
$15.2M +$1.63M +6,615 +12%
DAS
154
Dynamic Advisor Solutions
Arizona
$15.1M +$2.55M +10,315 +21%
DW
155
Domani Wealth
Pennsylvania
$14.7M +$1.47M +5,941 +11%
IC
156
Iconiq Capital
California
$14.6M +$37.5K +152 +0.3%
UCFA
157
United Capital Financial Advisors
Texas
$13.8M -$2.13M -8,642 -14%
AA
158
Auxano Advisors
Washington
$13.7M -$593K -2,402 -4%
GWS
159
Glassman Wealth Services
Virginia
$13.7M -$58.8K -238 -0.4%
CF
160
Copperwynd Financial
Arizona
$13.6M -$3.18M -12,894 -19%
SAM
161
Silvercrest Asset Management
New York
$13.4M -$51.8K -210 -0.4%
TIM
162
Tortoise Investment Management
New York
$13.1M -$11.9K -48 -0.1%
Franklin Resources
163
Franklin Resources
California
$13M -$12M -48,470 -48%
EWM
164
Evercore Wealth Management
New York
$12.8M -$398K -1,610 -3%
CA
165
Clearstead Advisors
Ohio
$12.7M +$1.72M +6,979 +16%
GW
166
GW & Wade
Massachusetts
$12.6M +$18K +73 +0.1%
MCM
167
MAI Capital Management
Ohio
$12.6M +$394K +1,594 +3%
Neuberger Berman Group
168
Neuberger Berman Group
New York
$12.5M +$3.63M +14,704 +42%
LCOV
169
London Company of Virginia
Virginia
$12.5M +$355K +1,439 +3%
RP
170
Rice Partnership
Hawaii
$12.5M +$119K +481 +1%
TC
171
Trust Company
Kansas
$12.5M +$6.07M +24,597 +98%
BWA
172
Bordeaux Wealth Advisors
California
$12.4M
CAM
173
Campion Asset Management
Virginia
$12.2M -$48.1K -195 -0.4%
MA
174
MUFG Americas
New York
$12.1M +$93.8K +380 +0.8%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$12M +$907K +3,673 +8%

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.