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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
ES
526
Eagle Strategies
New York
$852K +$4.61K +21 +0.5%
SHFA
527
SC&H Financial Advisors
Maryland
$848K -$87.1K -397 -8%
OC
528
Oppenheimer & Co
New York
$835K +$110K +503 +13%
TFA
529
Triad Financial Advisors
North Carolina
$834K -$1.1K -5 -0.1%
PP
530
Pegasus Partners
Wisconsin
$827K
VBFG
531
Vishria Bird Financial Group
Tennessee
$825K
MFA
532
McClarren Financial Advisors
Pennsylvania
$824K +$411K +1,875 +81%
GLA
533
Good Life Advisors
Pennsylvania
$812K -$10.3K -47 -1%
SWA
534
Stratos Wealth Advisors
Ohio
$811K -$94.7K -432 -10%
DP
535
Denver PWM
Colorado
$811K -$43.9K -200 -5%
BDF
536
Balasa Dinverno & Foltz
$810K -$22.1K -101 -2%
ECG
537
Edge Capital Group
Georgia
$810K +$439 +2 +0%
EW
538
Enzi Wealth
Texas
$807K +$805K +3,672 New
SAS
539
SMI Advisory Services
Indiana
$806K -$63.8K -291 -7%
CTB
540
Country Trust Bank
Illinois
$804K +$148K +673 +20%
WA
541
Wealthstream Advisors
New York
$802K +$439 +2 +0%
ACM
542
Alcosta Capital Management
California
$801K
PFG
543
Pacific Financial Group
Washington
$798K
EL
544
EQ LLC
Washington
$796K +$219 +1 +0%
JWCA
545
J.W. Cole Advisors
Florida
$793K +$439 +2 +0%
FNT
546
First National Trust
Pennsylvania
$791K +$121K +554 +16%
IA
547
IFG Advisory
Georgia
$790K +$878K +4,003 New
LIM
548
Leavell Investment Management
Alabama
$789K
NB
549
Nicolet Bankshares
Wisconsin
$788K -$118K -540 -12%
FTS
550
Fifth Third Securities
Ohio
$787K +$323K +1,475 +59%

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.