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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
CWP
351
CFM Wealth Partners
Texas
$2.13M +$23.2K +106 +1%
WFA
352
Wipfli Financial Advisors
Wisconsin
$2.12M +$1.18M +5,361 +99%
JIR
353
James Investment Research
Ohio
$2.1M +$138K +631 +6%
FWTB
354
First Western Trust Bank
Colorado
$2.1M
LNWWM
355
Laird Norton Wetherby Wealth Management
California
$2.09M +$23K +105 +1%
LSA
356
Lansing Street Advisors
Pennsylvania
$2.08M
HIS
357
Horizon Investment Services
Indiana
$2.07M -$8.11K -37 -0.4%
RWG
358
Regal Wealth Group
California
$2.06M +$877 +4 +0%
GIA
359
GHP Investment Advisors
Colorado
$2.04M -$191K -869 -8%
PL
360
Plancorp LLC
Missouri
$2.02M -$150K -686 -6%
AWM
361
Avior Wealth Management
Nebraska
$2.01M +$2.19M +9,978 +3,315%
TDWM
362
Topel & Distasi Wealth Management
California
$2.01M -$117K -532 -5%
CAG
363
Csenge Advisory Group
Florida
$2M +$36.6K +167 +2%
CPIG
364
Chicago Partners Investment Group
Illinois
$1.99M +$13.8K +63 +0.7%
WCF
365
West Coast Financial
California
$1.99M +$28.3K +129 +1%
CW
366
Connectus Wealth
Ohio
$1.95M +$1.59M +7,258 +279%
Lazard Asset Management
367
Lazard Asset Management
New York
$1.93M +$272K +1,239 +14%
MA
368
Mutual Advisors
Nebraska
$1.91M +$159K +725 +8%
RCAG
369
Rehmann Capital Advisory Group
Michigan
$1.88M -$37.7K -172 -2%
SB
370
Simmons Bank
Arkansas
$1.86M -$46.5K -212 -2%
HWA
371
Hillcrest Wealth Advisors
New Jersey
$1.84M
Two Sigma Investments
372
Two Sigma Investments
New York
$1.81M +$548K +2,500 +37%
SMC
373
Smith, Moore & Co
Missouri
$1.79M -$622K -2,835 -24%
DT
374
Diversified Trust
Tennessee
$1.78M
Fiera Capital (Canada)
375
Fiera Capital (Canada)
Quebec, Canada
$1.76M -$16.7K -76 -0.8%

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.