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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
CCG
801
Chatham Capital Group
Georgia
$268K
AP
802
Americana Partners
Texas
$265K
HFS
803
Howard Financial Services
Texas
$265K +$56.4K +257 +24%
AWP
804
Abacus Wealth Partners
California
$263K
SCP
805
Silverleafe Capital Partners
Tennessee
$260K +$439 +2 +0.2%
TCA
806
Transcend Capital Advisors
New Jersey
$258K -$12.7K -58 -4%
MAS
807
Madden Advisory Services
Florida
$256K
PWM
808
PBMares Wealth Management
Virginia
$256K
PA
809
Pinnacle Associates
New York
$255K
VWA
810
V Wealth Advisors
Kansas
$254K +$281K +1,283 New
OPPS
811
Obsidian Personal Planning Solutions
Maryland
$252K -$132K -603 -32%
CWM
812
Connecticut Wealth Management
Connecticut
$251K +$219 +1 +0.1%
BWP
813
BSW Wealth Partners
Colorado
$250K +$277K +1,265 New
T
814
TCWP
Ohio
$249K +$278K +1,266 New
AA
815
Alesco Advisors
New York
$248K -$72.4K -330 -21%
LC
816
LCNB Corp
Ohio
$247K +$274K +1,250 New
QCM
817
Quantinno Capital Management
New York
$246K -$15.8K -72 -5%
ESB
818
Essex Savings Bank
Connecticut
$246K
WCWM
819
Willow Creek Wealth Management
California
$245K
CCMG
820
Clark Capital Management Group
Pennsylvania
$244K +$16.4K +75 +6%
VCP
821
Vista Capital Partners
Oregon
$243K
AB
822
Atlas Brown
Kentucky
$241K
CNFG
823
Creegan & Nassoura Financial Group
New Hampshire
$237K
SAM
824
Summit Asset Management
Tennessee
$237K
VFG
825
V2 Financial group
Illinois
$237K

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.