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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
CT
426
Coastline Trust
Rhode Island
$1.4M +$239K +1,090 +18%
CWM
427
Curi Wealth Management
North Carolina
$1.38M +$1.54M +7,010 New
MFGP
428
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.38M
AIP
429
Almanack Investment Partners
Pennsylvania
$1.37M +$762K +3,473 +100%
LWA
430
LWS Wealth Advisors
New Jersey
$1.37M +$75.9K +346 +5%
WF
431
Welch & Forbes
Massachusetts
$1.37M
TFM
432
TFC Financial Management
Massachusetts
$1.36M +$798K +3,640 +112%
ASC
433
Atalanta Sosnoff Capital
New York
$1.36M +$895K +4,081 +146%
TFCP
434
Twin Focus Capital Partners
Massachusetts
$1.35M
HCM
435
HMS Capital Management
Tennessee
$1.35M
MG
436
Mather Group
Illinois
$1.35M +$141K +642 +10%
CCG
437
Cypress Capital Group
Florida
$1.32M -$29.4K -134 -2%
X
438
Xponance
Pennsylvania
$1.32M +$600K +2,735 +69%
ALWM
439
Andrews Lucia Wealth Management
California
$1.32M -$83.3K -380 -5%
NFG
440
Nadler Financial Group
Illinois
$1.31M +$139K +632 +11%
CFA
441
Cahill Financial Advisors
Minnesota
$1.3M +$1.44M +6,571 New
FPF
442
First Pacific Financial
Washington
$1.3M
ATC
443
Argent Trust Co
Tennessee
$1.29M
NAM
444
NorthCrest Asset Manangement
Minnesota
$1.27M +$3.73K +17 +0.3%
GL
445
Graypoint LLC
New York
$1.27M
TAM
446
Townsend Asset Management
North Carolina
$1.25M
LWMNY
447
Landmark Wealth Management (New York)
New York
$1.25M +$1.39M +6,336 New
WB
448
Webster Bank
Connecticut
$1.25M +$52.6K +240 +4%
CGPCS
449
Capital Group Private Client Services
California
$1.24M
TPWA
450
TRUE Private Wealth Advisors
Oregon
$1.23M

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.