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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
AIA
51
Arbor Investment Advisors
North Carolina
$71.3M +$1.38M +6,289 +2%
Truist Financial
52
Truist Financial
North Carolina
$70.7M +$5.27M +24,044 +7%
MLFP
53
MPS Loria Financial Planners
Illinois
$66.9M -$5.28M -24,093 -7%
FPTW
54
Franklin, Parlapiano, Turner & Welch
Texas
$59.4M -$341K -1,554 -0.5%
JP Morgan Chase
55
JP Morgan Chase
New York
$59M -$20.8M -94,756 -24%
ANTB
56
AMG National Trust Bank
Colorado
$58.6M +$3.86M +17,581 +6%
5L
57
55I LLC
Massachusetts
$56.6M +$20.9M +95,262 +50%
Millennium Management
58
Millennium Management
New York
$55.6M +$690K +3,148 +1%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$54.1M -$764K -3,482 -1%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$52.1M +$706K +3,221 +1%
WAG
61
Winthrop Advisory Group
Massachusetts
$52M -$1.47M -6,689 -2%
PA
62
Parkside Advisors
California
$51M -$2.96M -13,487 -5%
LSAG
63
Lake Street Advisors Group
New Hampshire
$50.4M +$1.16M +5,306 +2%
BP
64
Ballentine Partners
Massachusetts
$49.1M -$9.43K -43 -0%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$47.6M +$27M +122,915 +108%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$46.9M +$3.02M +13,756 +6%
MCWS
67
McKinley Carter Wealth Services
West Virginia
$46M -$107K -489 -0.2%
WC
68
Wealth CMT
New Jersey
$45.5M -$473K -2,159 -0.9%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$44.9M -$2.3M -10,500 -4%
WT
70
Washington Trust
Rhode Island
$42.9M +$86K +392 +0.2%
JWA
71
JFS Wealth Advisors
Pennsylvania
$41.6M +$97.4K +444 +0.2%
MML Investors Services
72
MML Investors Services
Massachusetts
$41M +$658K +3,001 +1%
FWIA
73
Fort Washington Investment Advisors
Ohio
$40.9M -$11.7M -53,430 -20%
RJA
74
Raymond James & Associates
Florida
$40.7M +$10.4M +47,237 +30%
CCA
75
Column Capital Advisors
Indiana
$40.6M -$17.6M -80,384 -6%

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.