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iShares Russell 1000 ETF

1,058 hedge funds and large institutions have $25.6B invested in iShares Russell 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 307 increasing their positions, 318 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 29

13% more funds holding

Funds holding: 9341,058 (+124)

10% more capital invested

Capital invested by funds: $23.2B → $25.6B (+$2.43B)

5% more funds holding in top 10

Funds holding in top 10: 108113 (+5)

2% more ownership

Funds ownership: 77.03%79.04% (+2%)

3% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 318

52% less call options, than puts

Call options by funds: $4.38M | Put options by funds: $9.1M

Holders
1,058
Holders Change
+124
Holders Change %
+13.28%
% of All Funds
16.28%
Holding in Top 10
113
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.63%
% of All Funds
1.74%
New
169
Increased
307
Reduced
318
Closed
29
Calls
$4.38M
Puts
$9.1M
Net Calls
-$4.71M
Net Calls Change
-$638K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.47B -$30.7M -119,378 -1%
BlackRock
2
BlackRock
New York
$2.26B +$224M +869,754 +11%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.61B +$42.3M +164,507 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.35B +$65.2M +253,147 +5%
Bank of America
5
Bank of America
North Carolina
$986M +$149M +580,751 +18%
Northern Trust
6
Northern Trust
Illinois
$860M +$272M +1,056,149 +48%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$743M +$203M +790,348 +39%
Goldman Sachs
8
Goldman Sachs
New York
$546M +$392M +1,522,605 +280%
M&T Bank
9
M&T Bank
New York
$542M -$5.98M -23,235 -1%
Morgan Stanley
10
Morgan Stanley
New York
$496M +$143M +556,678 +42%
LPL Financial
11
LPL Financial
California
$492M +$1.97M +7,640 +0.4%
DLIC
12
Daido Life Insurance Company
Japan
$465M
JMPWA
13
JP Morgan Private Wealth Advisors
California
$426M -$3.6M -13,984 -0.9%
JP Morgan Chase
14
JP Morgan Chase
New York
$421M +$13.1M +50,976 +3%
Wells Fargo
15
Wells Fargo
California
$370M +$21.4M +83,250 +6%
JIC
16
Johnson Investment Counsel
Ohio
$326M -$1.21M -4,715 -0.4%
BF
17
BOK Financial
Oklahoma
$320M +$4.51M +17,517 +1%
V
18
Veritable
Delaware
$308M -$305K -1,185 -0.1%
UBS Group
19
UBS Group
Switzerland
$287M -$420K -1,630 -0.1%
US Bancorp
20
US Bancorp
Minnesota
$247M +$2.21M +8,593 +0.9%
LWMT
21
Legacy Wealth Management (Tennessee)
Tennessee
$234M -$5.1M -19,814 -2%
TF
22
TIAA FSB
Florida
$231M -$6.4M -24,874 -3%
CCA
23
Catalyst Capital Advisors
New York
$230M
MRC
24
Millburn Ridgefield Corp
New York
$230M
CFA
25
Capstone Financial Advisors
Illinois
$225M -$7.67M -29,811 -3%

IWB Hedge Fund Activity: Q4 2021 in Review

1,058 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2021, worth a combined $25.6B — up 10% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new IWB positions and 29 closed out — a net gain of 140 holders — while 307 added to existing stakes and 318 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $392M. The largest seller was Franklin Resources, cutting an estimated $640M.

  • 1,058 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2021, up from 934 in Q3 2021.
  • Funds reported $25.6B of iShares Russell 1000 ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 169 funds opened new iShares Russell 1000 ETF positions in Q4 2021 and 29 closed out, a net change of +140 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2021 was Goldman Sachs, an estimated $392M added.
  • The largest iShares Russell 1000 ETF seller in Q4 2021 was Franklin Resources, an estimated $640M sold.

Based on aggregated 13F filings for Q4 2021.