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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
VCM
976
Vigilant Capital Management
Maine
$11K +$12.3K +56 New
FDCDDQ
977
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.87K
KFS
978
Kelly Financial Services
Massachusetts
$9.47K -$13.4K -61 -56%
CBT
979
Central Bank & Trust
Kentucky
$9K -$107K -487 -91%
CFO
980
CVA Family Office
Colorado
$9K
DAC
981
Dividend Assets Capital
South Carolina
$9K
GI
982
Gradient Investments
Minnesota
$9K +$9.65K +44 New
CT
983
Colonial Trust
South Carolina
$9K +$10.5K +48 New
IWP
984
IAG Wealth Partners
Wisconsin
$7K
BSB
985
Bangor Savings Bank
Maine
$7K +$8.33K +38 New
GWM
986
Geneos Wealth Management
Colorado
$6K -$1.75K -8 -20%
AIA
987
Angeles Investment Advisors
California
$6K
SC
988
Steph & Co
Wisconsin
$6K
SCA
989
Stonebridge Capital Advisors
Minnesota
$6K +$4.61K +21 +263%
MHR
990
Matthew Hamilton Rosenberg
$5K
PSB
991
Piscataqua Savings Bank
New Hampshire
$5K
TSWM
992
Tyler-Stone Wealth Management
Ohio
$4K -$8.77K -40 -67%
SAM
993
Strategic Asset Management
Minnesota
$4K
WWP
994
WR Wealth Planners
Missouri
$3.8K
NFSG
995
Newbridge Financial Services Group
Florida
$3K
RCM
996
Raleigh Capital Management
North Carolina
$3K +$3.07K +14 New
CCM
997
Cribstone Capital Management
Maine
$2K
HI
998
Hudock Inc
Pennsylvania
$2K
ME
999
McIlrath & Eck
Washington
$2K
UFF
1000
USA Financial Formulas
Michigan
$2K

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.