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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
MAM
726
Meeder Asset Management
Ohio
$392K +$8.77K +40 +2%
National Bank of Canada
727
National Bank of Canada
Quebec, Canada
$389K
AAS
728
Ameritas Advisory Services
Nebraska
$388K +$12.9K +59 +3%
NL
729
NWAM LLC
Washington
$388K +$30.9K +141 +8%
FPCG
730
Fort Pitt Capital Group
Pennsylvania
$378K +$439 +2 +0.1%
PFP
731
Paragon Financial Partners
California
$374K
VCA
732
Verdence Capital Advisors
Maryland
$370K +$439 +2 +0.1%
FAM
733
Forte Asset Management
New York
$366K
TPW
734
Transatlantique Private Wealth
New York
$365K
WSFS
735
Wilmington Savings Fund Society
Delaware
$365K +$1.53K +7 +0.4%
AIA
736
Avalon Investment & Advisory
Texas
$364K
NHC
737
Nicholas Hoffman & Company
Georgia
$364K
KLI
738
Kelman-Lazarov Inc
Tennessee
$362K
KWM
739
Keebeck Wealth Management
Illinois
$362K +$402K +1,835 New
GC
740
Gratus Capital
Georgia
$362K +$403K +1,837 New
SFPM
741
Sensible Financial Planning & Management
Massachusetts
$360K
SOADOR
742
State of Alaska Department of Revenue
Alaska
$357K -$8.62M -39,307 -96%
PPW
743
PACK Private Wealth
Minnesota
$350K
NWM
744
Northwest Wealth Management
Iowa
$349K
SCI
745
Stableford Capital II
Arizona
$349K +$10.5K +48 +3%
Qube Research & Technologies (QRT)
746
Qube Research & Technologies (QRT)
United Kingdom
$348K +$116K +531 +43%
OBWP
747
O'Brien Wealth Partners
Massachusetts
$347K
BFA
748
Beaumont Financial Advisors
Massachusetts
$340K +$25.2K +115 +7%
CWM
749
Chesapeake Wealth Management
Virginia
$337K
PCIA
750
Prime Capital Investment Advisors
Kansas
$337K +$154K +703 +70%

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.