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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.42B +$389M +1,719,907 +17%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.54B +$112M +497,575 +7%
BlackRock
3
BlackRock
New York
$1.33B -$330M -1,460,386 -19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$968M +$62.3M +275,476 +6%
Bank of America
5
Bank of America
North Carolina
$787M +$129M +572,196 +18%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$564M -$14.4M -63,927 -2%
Northern Trust
7
Northern Trust
Illinois
$533M +$47.3M +209,256 +9%
M&T Bank
8
M&T Bank
New York
$496M +$64.4M +285,116 +14%
LPL Financial
9
LPL Financial
California
$398M +$4.82M +21,313 +1%
Goldman Sachs
10
Goldman Sachs
New York
$362M -$49.9M -220,681 -11%
Morgan Stanley
11
Morgan Stanley
New York
$353M +$13M +57,450 +3%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$331M -$3.58M -15,842 -1%
DLIC
13
Daido Life Insurance Company
Japan
$329M -$39.7M -175,581 -10%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$322M +$151M +666,578 +76%
Wells Fargo
15
Wells Fargo
California
$288M -$12.2M -53,956 -4%
CCA
16
Catalyst Capital Advisors
New York
$275M +$77.8M +344,430 +35%
MRC
17
Millburn Ridgefield Corp
New York
$275M +$77.8M +344,430 +35%
JIC
18
Johnson Investment Counsel
Ohio
$257M +$2.24M +9,909 +0.8%
V
19
Veritable
Delaware
$250M +$11.8M +52,147 +5%
NMIFOAC
20
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$243M +$227M +1,005,000 +602%
BF
21
BOK Financial
Oklahoma
$241M -$9.78M -43,285 -4%
UBS Group
22
UBS Group
Switzerland
$203M -$2.9M -12,810 -1%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$185M +$2.88M +12,756 +1%
LWMT
24
Legacy Wealth Management (Tennessee)
Tennessee
$175M -$2.04M -9,020 -1%
CM
25
Churchill Management
California
$171M +$1.46M +6,456 +0.8%

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.