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
HCP
1001
Hexagon Capital Partners
Arkansas
$2K +$2.19K +10 New
MOS
1002
MGO One Seven
Ohio
$1.25K +$6.36K +29 +0.5%
FGAM
1003
Financial Gravity Asset Management
Texas
$834 -$2.41K -11 -5%
WIM
1004
Westside Investment Management
California
$84
EFSCE
1005
Enterprise Financial Services Corp (EFSC)
Missouri
-$38.8M -186,668 Closed
Bank of Nova Scotia
1006
Bank of Nova Scotia
Ontario, Canada
-$31.2M -150,000 Closed
GAM
1007
Gould Asset Management
California
-$8.55M -41,158 Closed
BNP Paribas Financial Markets
1008
BNP Paribas Financial Markets
France
-$5.31M -25,560 Closed
E
1009
Ergoteles
New York
-$5.04M -24,241 Closed
CWA
1010
Choice Wealth Advisors
Maine
-$4.7M -22,629 Closed
GB
1011
Gunma Bank
Japan
-$3.53M -17,000 Closed
Susquehanna International Group
1012
Susquehanna International Group
Pennsylvania
-$3.35M -15,295 Closed
FAB
1013
First American Bank
Illinois
-$2.83M -13,602 Closed
ACM
1014
Armbruster Capital Management
New York
-$2.43M -11,700 Closed
OMC
1015
Old Mission Capital
Illinois
-$1.66M -8,000 Closed
TSS
1016
Two Sigma Securities
New York
-$1.37M -6,609 Closed
CST
1017
Charles Schwab Trust
Nevada
-$1.34M -6,439 Closed
MSRPS
1018
Maryland State Retirement & Pension System
Maryland
-$1.08M -5,186 Closed
MW
1019
MBL Wealth
North Carolina
-$945K -4,550 Closed
CIAS
1020
CFS Investment Advisory Services
New Jersey
-$923K -4,442 Closed
CI
1021
CPMG Inc
Texas
-$596K -2,871 Closed
HWA
1022
Heartwood Wealth Advisors
Virginia
-$558K -2,684 Closed
CCA
1023
Childress Capital Advisors
Texas
-$519K -2,500 Closed
PCS
1024
Personal CFO Solutions
New Jersey
-$519K -2,499 Closed
WAM
1025
Weatherly Asset Management
California
-$516K -2,484 Closed

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.