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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
MFA
476
Mayflower Financial Advisors
Massachusetts
$1.07M -$92.8K -423 -7%
IWM
477
IHT Wealth Management
Illinois
$1.07M +$228K +1,040 +24%
ZF
478
Zhang Financial
Michigan
$1.07M
TIA
479
Tiemann Investment Advisors
California
$1.06M
SI
480
Scharf Investments
California
$1.05M +$1.16M +5,305 New
PG
481
Patten Group
Tennessee
$1.04M -$6.58K -30 -0.6%
HWMA
482
Heritage Wealth Management (Arizona)
Arizona
$1.03M +$1.13M +5,169 +7,179%
NCM
483
Next Capital Management
New York
$1.02M
EVM
484
Eaton Vance Management
Massachusetts
$1.02M
CS
485
Credit Suisse
Switzerland
$1.02M +$219 +1 +0%
NCM
486
Neumann Capital Management
California
$1.01M +$10.3K +47 +0.9%
RC
487
RegentAtlantic Capital
New Jersey
$1.01M -$77.2K -352 -6%
IWA
488
Intercontinental Wealth Advisors
Texas
$1.01M +$10.3K +47 +0.9%
FWM
489
Fairhaven Wealth Management
Illinois
$1M +$16.7K +76 +2%
VCM
490
Vision Capital Management
Oregon
$1M
TW
491
TrinityPoint Wealth
Connecticut
$999K +$1.11M +5,065 New
RJT
492
Raymond James Trust
Florida
$989K +$251K +1,143 +30%
CAM
493
Chandler Asset Management
California
$987K
NME
494
Notis-McConarty Edward
$986K -$150K -686 -12%
BCA
495
Bay Colony Advisors
Massachusetts
$977K -$310K -1,414 -22%
MCM
496
Morton Capital Management
California
$963K
LFWA
497
LBJ Family Wealth Advisors
Texas
$961K +$5.26K +24 +0.5%
CI
498
Conning Inc
Connecticut
$960K
SEI Investments
499
SEI Investments
Pennsylvania
$951K +$144K +657 +16%
PFS
500
Prospera Financial Services
Texas
$946K +$180K +821 +21%

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.