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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
AWM
676
Apollon Wealth Management
South Carolina
$481K -$10.3K -47 -2%
SWM
677
Segment Wealth Management
Texas
$481K
HCM
678
Hollencrest Capital Management
California
$478K -$624K -2,845 -54%
PWMG
679
Prestige Wealth Management Group
New Jersey
$471K -$28.1K -128 -5%
AIM
680
Aspen Investment Management
Michigan
$471K
S
681
SignatureFD
Georgia
$469K -$230K -1,051 -31%
CFG
682
Citizens Financial Group
Rhode Island
$468K +$439 +2 +0.1%
GA
683
Greenspring Advisors
Maryland
$467K -$19.7K -90 -4%
EIC
684
Equity Investment Corp
Georgia
$464K +$515K +2,349 New
HW
685
Hancock Whitney
Mississippi
$459K -$857K -3,906 -63%
AC
686
Apella Capital
Connecticut
$455K -$17.5K -80 -3%
CHP
687
Cable Hill Partners
Oregon
$454K
HFS
688
Heritage Financial Services
Massachusetts
$453K +$328K +1,495 +186%
FPAS
689
Focus Partners Advisor Solutions
Missouri
$451K +$10.3K +47 +2%
TCWM
690
Total Clarity Wealth Management
Illinois
$451K +$45.6K +208 +10%
SG Americas Securities
691
SG Americas Securities
New York
$449K
AAS
692
Annex Advisory Services
Wisconsin
$448K +$156K +710 +45%
HPC
693
HM Payson & Co
Maine
$446K
VOYA Investment Management
694
VOYA Investment Management
Georgia
$446K -$752K -3,427 -60%
SF
695
SBK Financial
Virginia
$445K -$9.21K -42 -2%
ONSWM
696
Old North State Wealth Management
North Carolina
$442K +$2.41K +11 +0.5%
HTC
697
Haverford Trust Company
Pennsylvania
$439K +$90.6K +413 +23%
SWA
698
SOA Wealth Advisors
New York
$437K
FHA
699
Flagship Harbor Advisors
Massachusetts
$433K -$3.51K -16 -0.7%
FFA
700
Fi3 Financial Advisors
Indiana
$429K +$30.7K +140 +7%

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.