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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
ISL
851
Ingalls & Snyder LLC
New York
$217K +$241K +1,101 New
KF
852
Krilogy Financial
Missouri
$216K
SOAG
853
Silver Oak Advisory Group
Oregon
$216K
AWM
854
Aspire Wealth Management
Massachusetts
$215K
AWA
855
Arete Wealth Advisors
Illinois
$215K +$239K +1,090 New
FAG
856
Financial Advisory Group
Texas
$214K
WCM
857
Wealthcare Capital Management
Virginia
$213K +$237K +1,082 New
AWA
858
Amplius Wealth Advisors
Pennsylvania
$211K -$14K -64 -6%
ZCA
859
Zeke Capital Advisors
Pennsylvania
$211K
BIA
860
Benchmark Investment Advisors
Illinois
$211K +$23.5K +107 +11%
CWM
861
Congress Wealth Management
Massachusetts
$209K
WS
862
Wedbush Securities
California
$208K
EE
863
EWG Elevate
California
$207K
HI
864
Harbour Investments
Wisconsin
$207K
AC
865
AlphaCore Capital
California
$206K
GSIS
866
Global Strategic Investment Solutions
Arizona
$202K
GC
867
Grimes & Company
Massachusetts
$202K +$225K +1,024 New
IAG
868
Investmark Advisory Group
Connecticut
$200K +$1.1K +5 +0.5%
WFA
869
Wellspring Financial Advisors
Ohio
$200K +$1.1K +5 +0.5%
SAM
870
S.A. Mason
Michigan
$197K
EWM
871
Endurance Wealth Management
Rhode Island
$197K +$87.7K +400 +67%
GC
872
Gibson Capital
Pennsylvania
$190K
PTC
873
Private Trust Company
Ohio
$189K +$43.9K +200 +26%
GIA
874
Goodwin Investment Advisory
Georgia
$186K +$89K +406 +75%
IFAM
875
Institutional & Family Asset Management
Colorado
$183K -$50.4K -230 -20%

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.