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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
YIH
551
Y-Intercept (HK)
Hong Kong
$781K +$868K +3,956 New
DPI
552
Diversified Portfolios Inc
Michigan
$775K -$19.3K -88 -2%
AFG
553
Allegheny Financial Group
Pennsylvania
$768K +$44.7K +204 +6%
FCA
554
FinTrust Capital Advisors
South Carolina
$758K +$306K +1,395 +60%
DI
555
Disciplined Investments
Oklahoma
$755K
SWM
556
Soundmark Wealth Management
Washington
$755K
KTC
557
Kistler-Tiffany Companies
Pennsylvania
$748K
CC
558
Callan Capital
California
$747K -$3.73K -17 -0.4%
FA
559
Flagstar Advisors
New York
$743K +$211K +962 +34%
KFI
560
Key Financial Inc
Pennsylvania
$742K -$7.67K -35 -0.9%
PMFA
561
Plante Moran Financial Advisors
Michigan
$742K +$379K +1,726 +85%
LDB
562
Lee, Danner & Bass
Tennessee
$741K +$1.1K +5 +0.1%
TCM
563
TD Capital Management
Tennessee
$740K +$823K +3,752 New
MWM
564
Madison Wealth Management
Ohio
$734K -$175K -800 -18%
RA
565
RFG Advisory
Alabama
$732K +$5.7K +26 +0.8%
TLFA
566
True Link Financial Advisors
California
$729K -$158K -720 -16%
COI
567
Connable Office Inc
Michigan
$721K +$801K +3,652 New
FAM
568
Flaharty Asset Management
Florida
$718K -$4.83K -22 -0.6%
HGWM
569
Horst & Graben Wealth Management
Oregon
$717K -$219 -1 -0%
ARC
570
Advisor Resource Council
Texas
$711K -$1.66M -7,591 -68%
IA
571
IFG Advisors
Missouri
$710K +$411K +1,873 +108%
GRP
572
Global Retirement Partners
California
$708K -$72.1K -329 -9%
WCP
573
Wick Capital Partners
Pennsylvania
$705K +$440K +2,007 +128%
IFG
574
Independent Financial Group
California
$703K +$75.7K +345 +11%
ACIM
575
Azimuth Capital Investment Management
Michigan
$701K -$30K -137 -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.