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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
Kayne Anderson Rudnick Investment Management
326
Kayne Anderson Rudnick Investment Management
California
$2.56M +$15.4K +70 +0.5%
SCA
327
St. Clair Advisors
Ohio
$2.53M -$1.37M -6,260 -33%
RWMH
328
Riverpoint Wealth Management Holdings
Illinois
$2.51M
APF
329
Alaska Permanent Fund
Alaska
$2.5M
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$2.49M +$160K +730 +6%
PFM
331
Phillips Financial Management
Indiana
$2.47M +$3.07K +14 +0.1%
FIM
332
Fernwood Investment Management
Massachusetts
$2.46M
AssetMark Inc
333
AssetMark Inc
California
$2.4M +$98.2K +448 +4%
AF
334
Apexium Financial
Texas
$2.37M +$1.21M +5,517 +85%
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
$2.35M +$74.3K +339 +3%
CIA
336
Choate Investment Advisors
Massachusetts
$2.35M -$5.48K -25 -0.2%
GIA
337
Guyasuta Investment Advisors
Pennsylvania
$2.35M
MHS
338
M Holdings Securities
Oregon
$2.33M -$214K -974 -8%
EK
339
Evensky & Katz
Florida
$2.31M +$8.33K +38 +0.3%
ACI
340
Alpha Cubed Investments
California
$2.29M -$30.7K -140 -1%
HH
341
Hilltop Holdings
Texas
$2.28M -$7.46K -34 -0.3%
State Street
342
State Street
Massachusetts
$2.26M -$11.8K -54 -0.5%
TFF
343
The Family Firm
Maryland
$2.26M -$148K -673 -6%
Janney Montgomery Scott
344
Janney Montgomery Scott
Pennsylvania
$2.24M +$56.1K +256 +2%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$2.23M -$6.14K -28 -0.2%
CG
346
Corundum Group
Colorado
$2.22M -$139K -633 -5%
LNC
347
Lincoln National Corp
Pennsylvania
$2.22M +$44.1K +201 +2%
PCM
348
Pennsylvania Capital Management
Pennsylvania
$2.21M
CWM
349
Calamos Wealth Management
Illinois
$2.21M +$89.9K +410 +4%
AI
350
Accredited Investors
Minnesota
$2.17M -$79.4K -362 -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.