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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
ST
451
Sabal Trust
Florida
$1.23M
RWA
452
River Wealth Advisors
Pennsylvania
$1.21M
CA
453
Cornerstone Advisory
Maryland
$1.21M
PA
454
Parallel Advisors
California
$1.21M +$142K +649 +12%
AI
455
Atria Investments
North Carolina
$1.2M -$258K -1,176 -16%
MSS
456
Mitchell Sinkler & Starr
Pennsylvania
$1.19M +$1.1M +5,000 +481%
FLPIM
457
F.L. Putnam Investment Management
Massachusetts
$1.19M -$59.2K -270 -4%
IA
458
IFP Advisors
Florida
$1.19M +$311K +1,420 +22%
CAAM
459
Cornerstone Advisors Asset Management
Pennsylvania
$1.18M -$105K -477 -7%
B
460
Brightworth
Georgia
$1.17M -$19.7K -90 -1%
ADL
461
Asset Dedication LLC
California
$1.17M +$1.3M +5,923 New
CAC
462
Certified Advisory Corp
Florida
$1.17M +$1.32K +6 +0.1%
EWM
463
Empirical Wealth Management
Washington
$1.16M -$82K -374 -6%
ZIC
464
ZWJ Investment Counsel
Georgia
$1.16M
ST
465
Smithfield Trust
Pennsylvania
$1.16M -$3.51K -16 -0.3%
WGCA
466
Wolf Group Capital Advisors
Virginia
$1.14M -$11.2K -51 -0.9%
SVWAG
467
Sound View Wealth Advisors Group
Georgia
$1.14M -$43.6K -199 -3%
MBT
468
Montecito Bank & Trust
California
$1.12M -$640K -2,920 -34%
TF
469
TimeScale Financial
Massachusetts
$1.11M -$197K -897 -14%
FB
470
Fulton Bank
Pennsylvania
$1.11M
AP
471
Adero Partners
California
$1.11M -$10.3K -47 -0.9%
WJA
472
Willis Johnson & Associates
Texas
$1.1M +$17.5K +80 +1%
FBFS
473
First Business Financial Services
Wisconsin
$1.1M -$17.5K -80 -1%
SHJ
474
Sharkey, Howes & Javer
Colorado
$1.08M
NW
475
NewEdge Wealth
Pennsylvania
$1.08M +$1.2M +5,477 New

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.