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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
SWP
201
Summit Wealth Partners
Florida
$7.81M -$1.09M -4,819 -11%
MGIA
202
Moneta Group Investment Advisors
Missouri
$7.62M +$2.24M +9,901 +37%
OFG
203
Omega Financial Group
California
$7.6M -$67.1K -297 -0.8%
MPPLM
204
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.52M +$369K +1,632 +5%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$7.51M -$2.66M -11,779 -25%
TA
206
Tiedemann Advisors
New York
$7.38M +$102K +452 +1%
KAH
207
Kathryn A. Hall
$7.33M
HC
208
Hamilton Capital
Ohio
$7.29M -$295K -1,307 -4%
WAM
209
WNY Asset Management
New York
$7.25M -$87.9K -389 -1%
GT
210
Glenview Trust
Kentucky
$7.23M +$98.1K +434 +1%
SSB
211
Sandy Spring Bank
Maryland
$7.18M -$112K -497 -1%
HSA
212
HBK Sorce Advisory
Pennsylvania
$6.95M +$1.63M +7,231 +28%
SWA
213
Sutton Wealth Advisors
Florida
$6.92M
IC
214
Iconiq Capital
California
$6.87M -$5.69M -25,172 -43%
Prudential Financial
215
Prudential Financial
New Jersey
$6.87M +$31.6K +140 +0.4%
NC
216
NewSquare Capital
Pennsylvania
$6.63M +$508K +2,248 +8%
SWM
217
Shelton Wealth Management
Texas
$6.62M -$186K -821 -3%
PFO
218
Pathstone Family Office
New Jersey
$6.59M -$3.55M -15,724 -33%
ACM
219
Advance Capital Management
Michigan
$6.53M -$87.2K -386 -1%
IF
220
Intrua Financial
Texas
$6.42M -$176K -780 -2%
UB
221
UMB Bank
Missouri
$6.32M -$2.58M -11,395 -27%
CG
222
Caprock Group
Idaho
$6.29M +$226 +1 +0%
FC
223
Fiduciary Counselling
Minnesota
$6.28M -$260K -1,151 -4%
Wealthfront Advisers
224
Wealthfront Advisers
California
$6.21M +$1.87M +8,292 +38%
FCM
225
Firestone Capital Management
Florida
$6.19M -$134K -594 -2%

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.