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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
MWA
601
Meridian Wealth Advisors
Texas
$635K
W
602
Wealthquest
Ohio
$634K
ST
603
Spinnaker Trust
Maine
$632K
IA
604
IFS Advisors
Kansas
$631K
BG
605
Bollard Group
Massachusetts
$631K +$3.29K +15 +0.5%
BCM
606
Brookstone Capital Management
Illinois
$628K -$20.8K -95 -3%
CAG
607
Crestwood Advisors Group
Massachusetts
$628K
AWC
608
Abundance Wealth Counselors
Pennsylvania
$623K
BL
609
Balentine LLC
Georgia
$623K
CWA
610
CJM Wealth Advisers
Virginia
$623K
CC
611
Courier Capital
New York
$622K -$35.1K -160 -5%
CF
612
Clarity Financial
Texas
$622K +$691K +3,152 New
WPC
613
Waters Parkerson & Co
Louisiana
$621K
CWM
614
Cahaba Wealth Management
Georgia
$619K +$3.29K +15 +0.5%
ASW
615
Astoria Strategic Wealth
Texas
$617K
WA
616
Wealth Architects
California
$616K
FWP
617
Firethorn Wealth Partners
Georgia
$614K -$3.29K -15 -0.5%
HCM
618
Highview Capital Management
Illinois
$613K
1CP
619
17 Capital Partners
Arizona
$610K
AIA
620
Alera Investment Advisors
Illinois
$603K
WWMSC
621
Wagner Wealth Management (South Carolina)
South Carolina
$601K -$187K -851 -22%
RIA
622
Regal Investment Advisors
Michigan
$591K +$60.5K +276 +10%
PFM
623
Parsec Financial Management
North Carolina
$585K
CIA
624
Capital Investment Advisors
Georgia
$584K
RPGK
625
Retirement Planning Group (Kansas)
Kansas
$583K -$12.7K -58 -2%

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.