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iShares Russell 1000 ETF

1,000 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 314 increasing their positions, 321 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $20.9B → $23.1B (+$2.29B)

0.09% more ownership

Funds ownership: 81.13%81.21% (+0.09%)

2% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 321

2% less funds holding

Funds holding: 1,0191,000 (-19)

4% less funds holding in top 10

Funds holding in top 10: 107103 (-4)

13% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 62

33% less call options, than puts

Call options by funds: $7.05M | Put options by funds: $10.5M

Holders
1,000
Holders Change
-19
Holders Change %
-1.86%
% of All Funds
17.23%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.77%
New
54
Increased
314
Reduced
321
Closed
62
Calls
$7.05M
Puts
$10.5M
Net Calls
-$3.48M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
226
Firestone Capital Management
Florida
$5.89M +$11K +50 +0.2%
BOTW
227
Bank of the West
California
$5.86M +$1.53K +7 +0%
IF
228
Intrua Financial
Texas
$5.81M -$316K -1,439 -5%
QCG
229
Quadrant Capital Group
Ohio
$5.78M +$1.45M +6,600 +29%
FPCP
230
Fort Point Capital Partners
California
$5.54M -$18K -82 -0.3%
AIA
231
Arcadia Investment Advisors
Idaho
$5.53M
SC
232
Sepio Capital
Utah
$5.46M
FHB
233
First Hawaiian Bank
Hawaii
$5.41M
SIA
234
Stegner Investment Associates
Kentucky
$5.36M +$2.19K +10 +0%
AWS
235
Atria Wealth Solutions
New York
$5.36M +$536K +2,443 +10%
CMBA
236
C.M. Bidwell & Associates
Hawaii
$5.35M
CWM
237
Circle Wealth Management
New Jersey
$5.28M +$5.59M +25,500 +2,061%
OFG
238
Oxford Financial Group
Indiana
$5.22M -$30.7K -140 -0.5%
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
$5.2M +$470K +2,141 +9%
HWM
240
HB Wealth Management
Georgia
$5.05M -$564K -2,571 -9%
IAN
241
Integrated Advisors Network
Texas
$5.05M -$215K -979 -4%
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
$5.04M +$691K +3,153 +14%
ITIM
243
Indiana Trust & Investment Management
Indiana
$5.04M
TCB
244
Texas Capital Bancshares
Texas
$5.02M -$11.4K -52 -0.2%
MCM
245
MV Capital Management
Maryland
$4.98M +$1.05M +4,805 +24%
CWM
246
Cranbrook Wealth Management
Michigan
$4.96M +$1.28M +5,838 +30%
SPA
247
Sentinel Pension Advisors
Massachusetts
$4.93M -$987K -4,503 -15%
SW
248
SVB Wealth
Massachusetts
$4.76M +$2.91M +13,269 +122%
RIS
249
Retirement Income Solutions
Michigan
$4.76M
GVAG
250
Great Valley Advisor Group
Delaware
$4.7M -$1.27M -5,788 -20%

IWB Hedge Fund Activity: Q3 2022 in Review

1,000 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2022, worth a combined $23.1B — up 11% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of IWB and 54 opened new positions — a net loss of 8 holders — while 321 trimmed existing stakes and 314 added.

The largest buyer was Johns Hopkins University, opening a new position worth an estimated $234M. The largest seller was BlackRock, cutting an estimated $368M.

  • 1,000 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2022, down from 1,019 in Q2 2022.
  • Funds reported $23.1B of iShares Russell 1000 ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 54 funds opened new iShares Russell 1000 ETF positions in Q3 2022 and 62 closed out, a net change of -8 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2022 was Johns Hopkins University, an estimated $234M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2022 was BlackRock, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2022.