We are live on ! Find out more
IWB icon

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
LWMT
26
Legacy Wealth Management (Tennessee)
Tennessee
$165M -$2.01M -9,187 -1%
CM
27
Churchill Management
California
$160M -$3.34M -15,218 -2%
CFA
28
Capstone Financial Advisors
Illinois
$152M -$2.43M -11,068 -1%
Osaic Holdings
29
Osaic Holdings
Arizona
$152M -$80.7K -368 -0%
TF
30
TIAA FSB
Florida
$151M -$876K -3,993 -0.5%
Comerica Bank
31
Comerica Bank
Texas
$147M +$10M +45,677 +7%
Ameriprise
32
Ameriprise
Minnesota
$146M +$4.02M +18,332 +2%
Creative Planning
33
Creative Planning
Kansas
$140M -$3.58M -16,335 -2%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$133M +$6.03M +27,477 +4%
Cerity Partners
35
Cerity Partners
New York
$131M +$3.29M +14,994 +2%
GMA
36
Goldstein Munger & Associates
California
$130M +$1.15M +5,260 +0.8%
PCA
37
Personal Capital Advisors
California
$124M -$1.58M -7,199 -1%
RCIM
38
Red Cedar Investment Management
Michigan
$121M +$3.39M +15,443 +3%
US Bancorp
39
US Bancorp
Minnesota
$113M +$4.84M +22,055 +4%
CG
40
Colony Group
Massachusetts
$109M -$996K -4,544 -0.8%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$104M -$6.1M -27,815 -5%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$103M -$5.22M -23,781 -4%
TCM
43
Twele Capital Management
Minnesota
$94.7M -$10.4M -47,350 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$88.2M
Mariner
45
Mariner
Kansas
$85.9M -$27.1M -123,542 -22%
HighTower Advisors
46
HighTower Advisors
Illinois
$84.1M +$6.04M +27,532 +7%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$79.4M -$37.9M -172,814 -30%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$78.3M +$49.3M +224,974 +131%
WA
49
Waverly Advisors
Alabama
$73.7M +$81.3M +370,717 +12,545%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$71.8M -$2.87M -13,089 -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.