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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.49B +$155M +625,793 +7%
BlackRock
2
BlackRock
New York
$1.96B -$171M -693,453 -8%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.67B +$147M +593,623 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.1B -$176M -712,074 -14%
Bank of America
5
Bank of America
North Carolina
$804M -$127M -513,387 -14%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$695M -$7.33M -29,685 -1%
Northern Trust
7
Northern Trust
Illinois
$589M -$221M -895,329 -28%
M&T Bank
8
M&T Bank
New York
$527M +$13.9M +56,172 +3%
Goldman Sachs
9
Goldman Sachs
New York
$491M -$25.5M -103,209 -5%
LPL Financial
10
LPL Financial
California
$473M +$7.45M +30,175 +2%
DLIC
11
Daido Life Insurance Company
Japan
$440M
Morgan Stanley
12
Morgan Stanley
New York
$411M -$56.9M -230,473 -12%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$403M -$500K -2,026 -0.1%
Wells Fargo
14
Wells Fargo
California
$360M +$10.5M +42,437 +3%
JIC
15
Johnson Investment Counsel
Ohio
$307M -$973K -3,939 -0.3%
BF
16
BOK Financial
Oklahoma
$301M -$1.44M -5,849 -0.5%
V
17
Veritable
Delaware
$288M -$3.02M -12,246 -1%
WA
18
WestEnd Advisors
North Carolina
$255M -$252K -1,019 Closed
UBS Group
19
UBS Group
Switzerland
$248M -$23.2M -94,010 -9%
CCA
20
Catalyst Capital Advisors
New York
$244M +$26.2M +106,226 +12%
MRC
21
Millburn Ridgefield Corp
New York
$244M +$26.2M +106,226 +12%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$221M +$16.5M +66,751 +8%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$219M +$201M +814,239 +1,322%
LWMT
24
Legacy Wealth Management (Tennessee)
Tennessee
$213M -$7.38M -29,885 -3%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$212M +$207M +836,512 New

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.