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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
TWC
876
TD Waterhouse Canada
Ontario, Canada
$181K
CIAS
877
Capital Investment Advisory Services
North Carolina
$177K
ACA
878
Aptus Capital Advisors
Alabama
$175K +$2.85K +13 +1%
FFA
879
Founders Financial Alliance
North Carolina
$175K +$14.9K +68 +8%
CP
880
Covenant Partners
Tennessee
$173K -$6.58K -30 -3%
BHWM
881
Beaird Harris Wealth Management
Texas
$160K +$439 +2 +0.2%
LFG
882
Larson Financial Group
Missouri
$156K +$439 +2 +0.3%
MTIC
883
Missouri Trust & Investment Company
Missouri
$151K -$3.07K -14 -2%
AIM
884
Arcadia Investment Management
Michigan
$148K -$126K -573 -43%
RWA
885
RGT Wealth Advisors
Texas
$148K
S
886
Surevest
California
$147K
MW
887
Milestone Wealth
New York
$141K
CTC
888
Central Trust Company
Missouri
$140K
Deutsche Bank
889
Deutsche Bank
Germany
$138K -$258K -1,178 -63%
CSB
890
City State Bank
Iowa
$129K
CFD
891
Creative Financial Designs
Indiana
$128K -$55.9K -255 -28%
PPWM
892
PFG Private Wealth Management
Florida
$127K
NG
893
NWK Group
California
$126K
BTI
894
Blue Trust Inc
Georgia
$124K
PK
895
Pflug Koory
Nebraska
$123K
BCM
896
Blume Capital Management
California
$117K
Simplex Trading
897
Simplex Trading
Illinois
$116K +$129K +589 New
FCG
898
Financial Connections Group
California
$114K
MRCM
899
M&R Capital Management
New Jersey
$113K
SIC
900
Salem Investment Counselors
North Carolina
$112K

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.