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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
EWA
301
EP Wealth Advisors
California
$3.19M +$352K +1,606 +11%
HCC
302
Hirtle Callaghan & Co
Pennsylvania
$3.18M
ST
303
Sageworth Trust
Pennsylvania
$3.13M
AWS
304
AJ Wealth Strategies
New York
$3.1M -$9.43K -43 -0.3%
EAM
305
Evanson Asset Management
California
$3.08M
CF
306
Corrigan Financial
Rhode Island
$3.07M -$70K -319 -2%
LI
307
LMCG Investments
Massachusetts
$3.07M +$102K +464 +3%
KeyBank National Association
308
KeyBank National Association
Ohio
$3.06M +$2.28M +10,390 +203%
SWM
309
Spire Wealth Management
Virginia
$3M -$502K -2,287 -13%
BRWA
310
B. Riley Wealth Advisors
Florida
$2.99M +$1.03M +4,679 +45%
HA
311
HFG Advisors
Ohio
$2.99M +$159K +723 +5%
PBO
312
Peoples Bank (Ohio)
Ohio
$2.98M -$253K -1,155 -7%
FMWA
313
Forvis Mazars Wealth Advisors
Missouri
$2.96M +$11K +50 +0.3%
AG
314
Ascent Group
Virginia
$2.95M -$1.1K -5 -0%
T. Rowe Price Associates
315
T. Rowe Price Associates
Maryland
$2.95M +$99.3K +453 +3%
LWAC
316
Laurel Wealth Advisors (California)
California
$2.9M +$51.5K +235 +2%
WP
317
WMS Partners
Maryland
$2.9M -$2.19K -10 -0.1%
CA
318
Cetera Advisors
Colorado
$2.88M -$89.5K -408 -3%
ASN
319
Advisory Services Network
Georgia
$2.82M -$191K -869 -6%
OIA
320
OneDigital Investment Advisors
Kansas
$2.78M +$2.15M +9,823 +230%
CPFP
321
Clear Perspectives Financial Planning
Ohio
$2.74M -$46.9K -214 -2%
DADC
322
D.A. Davidson & Co
Montana
$2.67M -$154K -704 -4%
SHGA
323
Sand Hill Global Advisors
California
$2.62M +$20.6K +94 +0.7%
RFC
324
Regions Financial Corp
Alabama
$2.6M +$25.7K +117 +0.9%
EW
325
Evoke Wealth
California
$2.6M -$28.1K -128 -1%

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.