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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
SIA
276
Strategic Investment Advisors
Michigan
$3.87M -$1.44M -6,576 -25%
WPW
277
Waldron Private Wealth
Pennsylvania
$3.86M +$2.11M +9,634 +97%
FC
278
FCA Corp
Texas
$3.85M -$87.7K -400 -2%
SMA
279
Sage Mountain Advisors
Georgia
$3.84M
B
280
Bensler
Washington
$3.84M -$5.48K -25 -0.1%
SFA
281
Seneca Financial Advisors
New York
$3.82M -$11.4K -52 -0.3%
ACA
282
Anchor Capital Advisors
Massachusetts
$3.73M -$25.7K -117 -0.6%
CWA
283
Capital Wealth Alliance
Arizona
$3.72M -$133K -608 -3%
DWM
284
Dakota Wealth Management
Florida
$3.66M -$1.05M -4,767 -20%
GCM
285
G2 Capital Management
Ohio
$3.64M
RBC
286
Roble Belko & Company
Pennsylvania
$3.64M
AFP
287
Ausdal Financial Partners
Iowa
$3.61M -$122K -558 -3%
TAM
288
Tocqueville Asset Management
New York
$3.55M -$116K -530 -3%
SFS
289
Security Financial Services
Indiana
$3.55M +$2.89M +13,178 +275%
RVPG
290
Relative Value Partners Group
$3.51M +$862K +3,933 +28%
BAAM
291
Baker Avenue Asset Management
California
$3.5M +$3.89M +17,728 New
AllianceBernstein
292
AllianceBernstein
Tennessee
$3.47M +$833K +3,797 +28%
AWE
293
Avidian Wealth Enterprises
Texas
$3.43M -$311K -1,418 -8%
HCA
294
Harbour Capital Advisors
Virginia
$3.41M
LTL
295
Lowery Thomas LLC
California
$3.36M -$70.4K -321 -2%
BFG
296
Beacon Financial Group
Texas
$3.35M +$12.9K +59 +0.4%
MFT
297
Moisand Fitzgerald Tamayo
Florida
$3.32M -$15.1K -69 -0.4%
VWA
298
Visionary Wealth Advisors
Illinois
$3.28M -$55.3K -252 -1%
HHGA
299
Halbert Hargrove Global Advisors
California
$3.27M +$518K +2,360 +17%
MG
300
McCutchen Group
Washington
$3.22M

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.