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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
SWP
626
ShoreHaven Wealth Partners
New Jersey
$582K +$96.9K +442 +18%
GGS
627
Galvin Gaustad & Stein
Arizona
$581K +$30K +137 +5%
WPA
628
West Paces Advisors
Georgia
$580K
WIA
629
World Investment Advisors
California
$578K +$8.77K +40 +1%
3LCM
630
3D/L Capital Management
Connecticut
$577K +$2.85K +13 +0.4%
SFP
631
Shepherd Financial Partners
Massachusetts
$576K -$439 -2 -0.1%
BA
632
Bristlecone Advisors
Washington
$575K
BCP
633
Berkeley Capital Partners
Georgia
$572K -$21.9K -100 -3%
KCPG
634
Kavar Capital Partners Group
Kansas
$571K +$27.4K +125 +5%
CPO
635
Cerity Partners OCIO
New York
$568K +$13.4K +61 +2%
AMBIA
636
Allen Mooney & Barnes Investment Advisors
Georgia
$567K +$1.53K +7 +0.2%
CWM
637
Concentric Wealth Management
California
$566K
GF
638
Gries Financial
Ohio
$564K
BF
639
Blankinship & Foster
California
$563K -$38.4K -175 -6%
GWSG
640
GPS Wealth Strategies Group
Colorado
$559K
MPM
641
Meritage Portfolio Management
Kansas
$557K
HL
642
HeadInvest LLC
Maine
$556K -$43.9K -200 -7%
UAS
643
United Asset Strategies
New York
$554K -$61.4K -280 -9%
ATPW
644
Ashton Thomas Private Wealth
Arizona
$554K -$5.48K -25 -0.9%
DDPIC
645
Deroy & Devereaux Private Investment Counsel
Michigan
$547K -$37.7K -172 -6%
SFG
646
Summit Financial Group
West Virginia
$547K
SFS
647
Summit Financial Strategies
Ohio
$546K -$1.2M -5,479 -66%
Members Trust
648
Members Trust
Florida
$546K -$87.3K -398 -13%
RPG
649
Resource Planning Group
Georgia
$543K -$7.67K -35 -0.7%
SCA
650
STALEY CAPITAL ADVISERS
Pennsylvania
$541K

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.