iShares Russell 1000 ETF
1,074 hedge funds and large institutions have $22.8B invested in iShares Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 381 increasing their positions, 305 reducing their positions, and 49 closing their positions.
280% more call options, than puts
Call options by funds: $8M | Put options by funds: $2.1M
202% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 49
25% more repeat investments, than reductions
Existing positions increased: 381 | Existing positions reduced: 305
7% more funds holding
Funds holding: 1,000 → 1,074 (+74)
0.89% more ownership
Funds ownership: 81.21% → 82.11% (+0.89%)
2% less capital invested
Capital invested by funds: $23.1B → $22.8B (-$388M)
6% less funds holding in top 10
Funds holding in top 10: 103 → 97 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$245M |
| 2 |
BlackRock
New York
|
+$235M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$128M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$112M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$91.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
-$211M |
| 2 |
Cerity Partners
New York
|
-$101M |
| 3 |
Millennium Management
New York
|
-$50.8M |
| 4 |
CCA
Column Capital Advisors
Indianapolis,
Indiana
|
-$35.5M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$33.7M |
IWB Hedge Fund Activity: Q4 2022 in Review
1,074 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2022, worth a combined $22.8B — down 1.7% from $23.1B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new IWB positions and 49 closed out — a net gain of 99 holders — while 381 added to existing stakes and 305 trimmed.
The largest buyer was Bank of America, adding an estimated $245M. The largest seller was Johns Hopkins University, exiting entirely with an estimated $211M sold.
- 1,074 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2022, up from 1,000 in Q3 2022.
- Funds reported $22.8B of iShares Russell 1000 ETF stock for Q4 2022, down 1.7% quarter-over-quarter.
- 148 funds opened new iShares Russell 1000 ETF positions in Q4 2022 and 49 closed out, a net change of +99 holders.
- The largest iShares Russell 1000 ETF buyer in Q4 2022 was Bank of America, an estimated $245M added.
- The largest iShares Russell 1000 ETF seller in Q4 2022 was Johns Hopkins University, an estimated $211M sold.
Based on aggregated 13F filings for Q4 2022.