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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
MCA
926
Maryland Capital Advisors
Maryland
$52K
RDFA
927
Ritter Daniher Financial Advisory
Ohio
$51K +$1.75K +8 +3%
BWL
928
Bogart Wealth LLC
Virginia
$50K +$55.3K +252 New
AF
929
Affiance Financial
Minnesota
$49K
NIC
930
Northwest Investment Counselors
Oregon
$49K
AIM
931
Anchor Investment Management
South Carolina
$48.7K
BCMLT
932
Beacon Capital Management LLC (Tennessee)
Tennessee
$46K
JWM
933
Janiczek Wealth Management
Colorado
$46K
TCM
934
Tanaka Capital Management
New York
$46K
PP
935
Pacifica Partners
Canada
$44K
SWM
936
Sugarloaf Wealth Management
Georgia
$44K
GFPC
937
Global Financial Private Client
Florida
$40.7K
TWA
938
TCI Wealth Advisors
Arizona
$39K -$20.4K -93 -32%
CFGS
939
Concourse Financial Group Securities
Alabama
$39K
VNA
940
Valley National Advisers
Pennsylvania
$38K
Allspring Global Investments
941
Allspring Global Investments
North Carolina
$37K -$33.1K -151 -44%
Bank of Montreal
942
Bank of Montreal
Ontario, Canada
$36.7K -$303K -1,383 -0.8%
FF
943
FourThought Financial
Florida
$35K
HWM
944
Horizons Wealth Management
North Carolina
$34K
SFC
945
SYM Financial Corp
Indiana
$34K
BLC
946
Brown, Lisle/Cummings
Rhode Island
$33K
OPW
947
Oxler Private Wealth
New York
$32.5K
PCA
948
Providence Capital Advisors
North Carolina
$32K
HF
949
Halpern Financial
Virginia
$31.6K
BSSFA
950
Baron Silver Stevens Financial Advisors
Florida
$30.4K -$96.1K -438 -43%

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.