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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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$36.9M +$1.81M +8,273 +5%
TC
77
Telemus Capital
Michigan
$36.8M +$6.66M +30,388 +19%
ECG
78
EPIQ Capital Group
California
$36.7M +$143K +651 +0.4%
EH
79
Equitable Holdings
New York
$35.9M -$11.2K -51 -0%
BJL
80
Brighton Jones LLC
Washington
$35.9M -$269K -1,225 -0.7%
CS
81
Comerica Securities
Michigan
$34.5M +$477K +2,173 +1%
KIM
82
Karpus Investment Management
New York
$34M -$10.4M -47,438 -22%
HFS
83
HBC Financial Services
Washington
$33.2M -$430K -1,961 -1%
ERFOTCOFW
84
Employees Retirement Fund of the City of Fort Worth
Texas
$32.7M
FA
85
Fountainhead AM
New Jersey
$32.3M +$1.54M +7,037 +4%
CL
86
Choreo LLC
Illinois
$31.9M -$189K -864 -0.5%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$29.8M +$13.7M +62,309 +70%
EPP
88
ETF Portfolio Partners
Kansas
$29.6M +$1.46M +6,657 +5%
BFPW
89
BOK Financial Private Wealth
Colorado
$28.7M +$4.47M +20,395 +16%
SPP
90
Single Point Partners
Massachusetts
$27.8M +$25.7M +117,096 +493%
CCA
91
Conservest Capital Advisors
Pennsylvania
$27.7M -$30M -136,586 Closed
CB
92
Commerce Bank
Missouri
$27.1M -$330K -1,507 -1%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$26.9M -$1.47M -6,708 -5%
KP
94
Keel Point
Alabama
$26.3M +$4.07M +18,549 +16%
BB
95
Busey Bank
Illinois
$26.2M -$417K -1,900 -1%
BFP
96
Brewster Financial Planning
New York
$25.5M -$8.11K -37 -0%
Stifel Financial
97
Stifel Financial
Missouri
$25.1M +$573K +2,614 +2%
SLT
98
St Louis Trust
Missouri
$24.6M -$5.27M -24,010 -17%
SIC
99
Sigma Investment Counselors
Michigan
$24.1M -$257K -1,174 -1%
UFA
100
US Financial Advisors
Massachusetts
$23.6M -$316K -1,441 -1%

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.