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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
PCG
651
Prosperity Consulting Group
Maryland
$539K -$2.63K -12 -0.4%
GT
652
Greenleaf Trust
Michigan
$535K
LA
653
Legacy Advisors
Pennsylvania
$534K -$2.13M -9,712 -78%
BTW
654
Boston Trust Walden
Massachusetts
$534K
HWM
655
Hohimer Wealth Management
Washington
$533K
MAG
656
MRA Advisory Group
New Jersey
$530K +$69.7K +318 +14%
ANBT
657
American National Bank & Trust
Texas
$527K
OFS
658
Oldfather Financial Services
Nebraska
$527K +$119K +544 +26%
CSIC
659
Clifford Swan Investment Counsel
California
$523K -$34.4K -157 -6%
CAL
660
Capital Advisors Ltd
Ohio
$521K
RP
661
Riverbridge Partners
Minnesota
$517K
FIA
662
Foundations Investment Advisors
Arizona
$516K -$59.9K -273 -9%
LP
663
LGL Partners
Pennsylvania
$511K +$2.63K +12 +0.5%
CM
664
Columbus Macro
Pennsylvania
$510K
SFA
665
Source Financial Advisors
New York
$510K +$2.85K +13 +0.5%
PWPS
666
Pinnacle Wealth Planning Services
Ohio
$506K
KJHP
667
K.J. Harrison & Partners
Ontario, Canada
$503K
BWCS
668
Beirne Wealth Consulting Services
Connecticut
$498K +$554K +2,524 New
SG
669
StoneX Group
New York
$493K -$94.7K -432 -15%
MIFH
670
Migdal Insurance & Financial Holdings
Israel
$491K +$2.19K +10 +0.4%
BAM
671
Belpointe Asset Management
Nevada
$488K -$41.4K -189 -7%
YIA
672
YHB Investment Advisors
Connecticut
$488K +$543K +2,475 New
TFS
673
TrustCore Financial Services
Tennessee
$485K -$99.1K -452 -16%
SAMC
674
Spectrum Asset Management (California)
California
$485K -$2.41K -11 -0.4%
USCWA
675
U.S. Capital Wealth Advisors
Texas
$484K -$11.4K -52 -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.