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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
FA
951
Financial Advantage
Maryland
$30K
TF
952
Tompkins Financial
New York
$30K
EWA
953
EverSource Wealth Advisors
Alabama
$29K +$25.7K +117 +390%
MAWCM
954
Mine & Arao Wealth Creation & Management
California
$27K
GEA
955
Glen Eagle Advisors
New Jersey
$26.5K
CWA
956
Clearview Wealth Advisors
Oregon
$26K -$29.4K -134 -51%
OSNBOA
957
Old Second National Bank of Aurora
Illinois
$26K
AW
958
Avion Wealth
Texas
$26K +$3.07K +14 +12%
OHWP
959
Oak Harbor Wealth Partners
North Carolina
$25K
RCM
960
Robinson Capital Management
Michigan
$25K
WFA
961
WestHill Financial Advisors
California
$23K
BWA
962
BDO Wealth Advisors
Florida
$22K
FMII
963
Farmers & Merchants Investments Inc
Nebraska
$21K
EAM
964
Eukles Asset Management
Ohio
$21K +$23K +105 New
MIM
965
MTM Investment Management
South Carolina
$20K
HGERS
966
Householder Group Estate & Retirement Specialist
Arizona
$19K +$21.3K +97 New
Amundi
967
Amundi
France
$17K
LB
968
Legacy Bridge
Iowa
$17K
CDIA
969
Capital Directions Investment Advisors
Georgia
$16K
WB
970
West Bancorporation
Iowa
$16K
YAL
971
Your Advocates Ltd
Texas
$14K -$4.17K -19 -22%
BWM
972
Baystate Wealth Management
Massachusetts
$14K
LWANC
973
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K -$1.1K -5 -7%
AWM
974
AllSquare Wealth Management
New York
$13K
PIP
975
Peachtree Investment Partners
Florida
$12K

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.