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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
AUB
826
Atlantic Union Bankshares
Virginia
$236K
BBA
827
BLB&B Advisors
Pennsylvania
$235K
KCM
828
Kendall Capital Management
Maryland
$234K -$18.6K -85 -7%
SIA
829
Soltis Investment Advisors
Utah
$234K +$260K +1,185 New
FAT
830
First American Trust
California
$232K
HTHT
831
Hemenway Trust Hemenway Trust
New Hampshire
$232K
HWM
832
Howard Wealth Management
Connecticut
$232K +$259K +1,180 New
AWM
833
AAF Wealth Management
Massachusetts
$231K +$877 +4 +0.3%
SBL
834
Sargent Bickham Lagudis
Colorado
$230K
EWA
835
Encompass Wealth Advisors
Oregon
$229K
GCP
836
Gill Capital Partners
Colorado
$229K +$4.17K +19 +2%
VWM
837
Venturi Wealth Management
Texas
$229K +$28.5K +130 +13%
EWM
838
EPG Wealth Management
Georgia
$228K
BEAM
839
Baker Ellis Asset Management
Washington
$227K
TCPWM
840
Traverso Chambers Private Wealth Management
California
$227K
RDWM
841
Red Door Wealth Management
Tennessee
$226K
TI
842
Tidal Investments
Wisconsin
$226K
AWAG
843
ARS Wealth Advisors Group
Florida
$225K
MWP
844
Meridian Wealth Partners
Pennsylvania
$222K
PWMG
845
Provence Wealth Management Group
California
$222K
PPP
846
Private Portfolio Partners
New Jersey
$222K
GWM
847
Greenhouse Wealth Management
Connecticut
$220K
LMKC
848
L.M. Kohn & Company
Ohio
$220K
PA
849
Procyon Advisors
Connecticut
$218K -$42.1K -192 -15%
CT
850
Cambridge Trust
Massachusetts
$217K

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.