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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
CRC
176
Curi RMB Capital
Illinois
$9.82M +$1.32M +5,842 +14%
BCI
177
Brinker Capital Investments
Pennsylvania
$9.76M +$357K +1,580 +3%
MA
178
MUFG Americas
New York
$9.7M -$407K -1,799 -4%
JFG
179
JMG Financial Group
Illinois
$9.62M +$230K +1,016 +2%
MRWM
180
ML&R Wealth Management
Texas
$9.54M
JSL
181
JT Stratford LLC
Georgia
$9.52M -$193K -856 -2%
SFG
182
StrategIQ Financial Group
Indiana
$9.2M
CAM
183
Campion Asset Management
Virginia
$9.01M -$1.22M -5,393 -11%
HPWM
184
Highland Private Wealth Management
Washington
$8.99M +$765K +3,383 +8%
DT
185
Daniels + Tansey
Delaware
$8.97M -$59K -261 -0.6%
HIG
186
Heritage Investment Group
Florida
$8.97M +$6.41M +28,366 +191%
BPWM
187
Badgley Phelps Wealth Managers
Washington
$8.94M +$148K +654 +2%
Bessemer Group
188
Bessemer Group
New Jersey
$8.93M -$226K -1,000 -2%
GLLW
189
Graves Light Lenhart Wealth
Virginia
$8.88M
LI
190
Latigo Investments
Florida
$8.84M
ICG
191
InterOcean Capital Group
Tennessee
$8.83M -$91.5K -405 -0.9%
BO
192
BRR OpCo
Ohio
$8.79M +$85.7K +379 +0.9%
GAM
193
Gould Asset Management
California
$8.55M +$9.3M +41,158 New
SOADOR
194
State of Alaska Department of Revenue
Alaska
$8.54M +$8.93M +39,512 +2,457%
SWP
195
Stratos Wealth Partners
Ohio
$8.5M +$160K +710 +2%
BFS
196
Bradley Foster & Sargent
Connecticut
$8.5M +$487K +2,155 +6%
CGL
197
Clarius Group LLC
Washington
$8.19M
RTS
198
Round Table Services
New Jersey
$8.19M +$619K +2,739 +7%
JIP
199
Jaffetilchin Investment Partners
Florida
$8.11M +$21K +93 +0.2%
FS
200
Ferguson Shapiro
Georgia
$7.86M -$10.6M -47,112 -55%

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.