We are live on ! Find out more
IWB icon

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
WTA
901
Washington Trust Advisors
Massachusetts
$110K
LCM
902
Logan Capital Management
Pennsylvania
$109K
CMA
903
Cedar Mountain Advisors
Oregon
$108K
POIA
904
Pin Oak Investment Advisors
Texas
$104K
AWM
905
Abound Wealth Management
Tennessee
$102K +$439 +2 +0.4%
NSB
906
Norway Savings Bank
Maine
$99K
IAMOG
907
Investors Asset Management of Georgia
Georgia
$97K
SC
908
SouthState Corp
Florida
$88K
AA
909
AlphaMark Advisors
Kentucky
$84K
HS
910
Horan Securities
United States
$83K
RIA
911
Realta Investment Advisors
Delaware
$82K +$90.8K +414 New
EWM
912
Evermay Wealth Management
Virginia
$74K
LWP
913
Lumature Wealth Partners
Georgia
$74K
KFP
914
KB Financial Partners
New Jersey
$70K
BBHC
915
Brown Brothers Harriman & Co
New York
$68K -$73K -333 -49%
CAL
916
Capital Analysts LLC
Pennsylvania
$66K +$26.1K +119 +56%
FA
917
Faithward Advisors
Pennsylvania
$64K
AF
918
Advisornet Financial
Minnesota
$62K -$58.3K -266 -46%
AAP
919
Arax Advisory Partners
Colorado
$61K
HWA
920
HHM Wealth Advisors
Tennessee
$61K
TRCT
921
Tower Research Capital (TRC)
New York
$58K +$64K +292 New
ACM
922
Absolute Capital Management
Pennsylvania
$57.7K +$63.6K +290 New
PCFFS
923
Pacific Center for Financial Services
California
$56K
CT
924
Caldwell Trust
Florida
$55.5K
Legal & General Group
925
Legal & General Group
United Kingdom
$54K

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.