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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
LGWM
251
Litman Gregory Wealth Management
California
$4.63M +$820K +3,737 +19%
WSTAM
252
Wilbanks Smith & Thomas Asset Management
Virginia
$4.6M +$2.71M +12,338 +112%
CWA
253
Consilio Wealth Advisors
Washington
$4.46M
TPCW
254
TD Private Client Wealth
New York
$4.46M +$286K +1,304 +6%
NSIM
255
North Star Investment Management
Illinois
$4.34M +$4.75M +21,640 +5,695%
CL
256
CPWM LLC
Washington
$4.28M +$171K +780 +4%
SWM
257
SigFig Wealth Management
California
$4.27M +$1.53M +6,958 +46%
WP
258
WealthSource Partners
California
$4.25M +$1.04M +4,721 +28%
KA
259
Klingman & Associates
New York
$4.23M -$329K -1,500 -7%
CIC
260
Chilton Investment Company
Connecticut
$4.19M
PFA
261
Pure Financial Advisors
California
$4.19M +$1.44M +6,573 +45%
VFA
262
Valeo Financial Advisors
Indiana
$4.16M +$3.29K +15 +0.1%
Lido Advisors
263
Lido Advisors
California
$4.12M +$190K +868 +4%
RHBC
264
R.H. Bluestein & Co
Michigan
$4.07M
SWPG
265
Strategic Wealth Partners Group
Illinois
$4.07M -$411K -1,875 -8%
Natixis Advisors
266
Natixis Advisors
Massachusetts
$4.04M +$1.43M +6,511 +47%
ONB
267
Old National Bancorp
Indiana
$4.02M -$4.83K -22 -0.1%
PCMC
268
Private Capital Management (Colorado)
Colorado
$4.01M -$36.8K -168 -0.8%
SA
269
Shilanski & Associates
Alaska
$4.01M +$4.45M +20,311 New
ERWM
270
Elk River Wealth Management
Colorado
$4M +$1.09M +4,948 +32%
LW
271
Linscomb Wealth
Texas
$3.99M +$3.95K +18 +0.1%
FHA
272
First Horizon Advisors
Tennessee
$3.98M -$220K -1,002 -5%
Citigroup
273
Citigroup
New York
$3.96M -$1.45M -6,599 -25%
CS
274
Cannell & Spears
New York
$3.93M +$1.41M +6,445 +48%
DWM
275
Destination Wealth Management
California
$3.92M +$141K +642 +3%

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.