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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
SW
776
SkyOak Wealth
Michigan
$302K +$10.3K +47 +3%
BFG
777
Barber Financial Group
Kansas
$301K
NFC
778
Northeast Financial Consultants
Connecticut
$300K
SEIA
779
Signature Estate & Investment Advisors
California
$298K -$4.61K -21 -1%
FFM
780
Forum Financial Management
Illinois
$297K -$2.63K -12 -0.8%
SI
781
Saxon Interests
Texas
$297K +$61K +278 +24%
PFPT
782
Pinnacle Financial Partners (Tennessee)
Tennessee
$295K
TNBTD
783
Trustmark National Bank Trust Department
Mississippi
$295K +$328K +1,495 New
KPWS
784
Kestra Private Wealth Services
Texas
$294K +$33.6K +153 +11%
MLIC
785
Mandatum Life Insurance Company
Finland
$293K
VA
786
Valmark Advisers
Ohio
$292K -$32.9K -150 -9%
1SB
787
1ST Source Bank
Indiana
$290K -$16K -73 -5%
FFA
788
Fragasso Financial Advisors
Pennsylvania
$290K +$92.5K +422 +40%
FWP
789
FAS Wealth Partners
Kansas
$286K -$2.41K -11 -0.8%
CWP
790
Curated Wealth Partners
California
$286K
LWMG
791
Levy Wealth Management Group
Pennsylvania
$286K +$17.8K +81 +6%
NLP
792
Next Level Private
New York
$286K +$301K +1,373 New
TP
793
Tranquility Partners
Tennessee
$283K -$56.8K -259 -15%
PAMG
794
Patton Albertson Miller Group
Tennessee
$278K -$43.9K -200 -12%
AMG
795
Asset Management Group
Connecticut
$276K
BFC
796
Bedel Financial Consulting
Indiana
$273K
ACM
797
Advisors Capital Management
New Jersey
$273K +$33.3K +152 +14%
SPIA
798
Steward Partners Investment Advisory
New York
$273K +$110K +500 +56%
First Manhattan
799
First Manhattan
New York
$270K
MPWT
800
MassMutual Private Wealth & Trust
Connecticut
$269K +$2.19K +10 +0.7%

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.