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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
CCB
701
Country Club Bank
Missouri
$428K +$30.7K +140 +7%
ERIM
702
Eagle Ridge Investment Management
Connecticut
$427K +$30.3K +138 +7%
DIM
703
Delta Investment Management
California
$426K +$1.97K +9 +0.4%
MA
704
MONECO Advisors
Connecticut
$424K -$3.95K -18 -0.8%
JAG
705
Journey Advisory Group
Kentucky
$424K
GG
706
Gofen & Glossberg
Illinois
$421K +$34.2K +156 +8%
NCM
707
Northside Capital Management
Oregon
$419K
AA
708
Ancora Advisors
Ohio
$418K
MFC
709
Morris Financial Concepts
South Carolina
$418K +$41.9K +191 +10%
CIBC World Market
710
CIBC World Market
Ontario, Canada
$417K
SFO
711
Stokes Family Office
Louisiana
$416K -$271K -1,236 -37%
KBFS
712
Kohmann Bosshard Financial Services
Ohio
$416K
SFG
713
SNS Financial Group
Minnesota
$415K +$4.39K +20 +1%
CNBTD
714
Citizens National Bank Trust Department
Mississippi
$414K
WW
715
Waterfront Wealth
Kansas
$413K
RG
716
Rathbones Group
United Kingdom
$413K +$6.8K +31 +2%
CAAS
717
Capital Asset Advisory Services
Michigan
$407K -$82.2K -375 -15%
SBH
718
Segall Bryant & Hamill
Illinois
$407K -$61K -278 -12%
PL
719
Parthenon LLC
Kentucky
$406K
JGCM
720
Joseph Group Capital Management
Ohio
$404K
AWA
721
Acorn Wealth Advisors
Michigan
$402K
SAM
722
Silverhawk Asset Management
Arizona
$402K
SA
723
Strategic Advisors
New York
$400K -$32.2K -147 -7%
CCIA
724
Cherry Creek Investment Advisors
Colorado
$399K
MGWM
725
Marks Group Wealth Management
Minnesota
$395K

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.