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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
PWM
501
Perigon Wealth Management
California
$940K -$4.61K -21 -0.4%
WIC
502
Whitegate Investment Counselors
New Hampshire
$939K -$219 -1 -0%
Two Sigma Advisers
503
Two Sigma Advisers
New York
$927K -$110K -500 -10%
RWA
504
Ropes Wealth Advisors
Massachusetts
$927K
PCA
505
Peddock Capital Advisors
Massachusetts
$923K
OAP
506
One Advisory Partners
Kansas
$922K -$14.7K -67 -1%
APG
507
Abacus Planning Group
South Carolina
$916K -$191K -873 -16%
AIM
508
Avity Investment Management
Connecticut
$916K
SC
509
Savant Capital
Illinois
$915K +$3.51K +16 +0.3%
GD
510
Grandfield & Dodd
New York
$900K
RWM
511
Rockwood Wealth Management
Pennsylvania
$896K
MWM
512
Meridian Wealth Management
Kentucky
$894K +$993K +4,529 New
PAS
513
Park Avenue Securities
New York
$893K +$653K +2,979 +193%
SYBT
514
Stock Yards Bank & Trust
Kentucky
$892K +$13.2K +60 +1%
CWS
515
Cypress Wealth Services
California
$887K +$492K +2,243 +103%
SWA
516
Sightline Wealth Advisors
Connecticut
$877K
MAM
517
McCarthy Asset Management
California
$877K +$111K +507 +13%
DWM
518
Doyle Wealth Management
Florida
$872K -$131K -598 -12%
JIC
519
Joel Isaacson & Co
New York
$870K -$216K -987 -18%
OWA
520
One Wealth Advisors
California
$869K +$173K +788 +22%
HWA
521
Heritage Wealth Advisors
Virginia
$868K
SSC
522
Syverson Strege & Co
Iowa
$868K +$877 +4 +0.1%
TI
523
Truepoint Inc
Ohio
$858K
ABC
524
Associated Banc-Corp
Wisconsin
$853K +$1.1K +5 +0.1%
SF
525
Summit Financial
New Jersey
$853K +$34K +155 +4%

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.