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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
GC
1026
GFG Capital
Florida
-$505K -2,432 Closed
GTCM
1027
Gyon Technologies Capital Management
New Jersey
-$444K -2,137 Closed
Capital International Investors
1028
Capital International Investors
California
-$447K -2,131 Closed
TWM
1029
Thrive Wealth Management
Pennsylvania
-$391K -1,880 Closed
AAM
1030
AMI Asset Management
California
-$337K -1,621 Closed
EP
1031
Edgestream Partners
New Jersey
-$301K -1,450 Closed
EP
1032
Eudaimonia Partners
Tennessee
-$301K -1,449 Closed
SQA
1033
Simon Quick Advisors
New Jersey
-$328K -1,437 Closed
OR
1034
Olympiad Research
Connecticut
-$286K -1,377 Closed
SC
1035
Soundwatch Capital
Connecticut
-$277K -1,333 Closed
Calamos Advisors
1036
Calamos Advisors
Illinois
-$275K -1,325 Closed
BAS
1037
Brown Advisory Securities
Maryland
-$249K -1,197 Closed
NP
1038
NorthRock Partners
Minnesota
-$219K -1,052 Closed
KCM
1039
Kanawha Capital Management
Virginia
-$218K -1,049 Closed
MWP
1040
Madison Wealth Partners
Wisconsin
-$213K -1,025 Closed
HG
1041
Harbor Group
New Hampshire
-$210K -1,012 Closed
AG
1042
Advocate Group
Minnesota
-$208K -1,000 Closed
BIA
1043
Bigelow Investment Advisors
Maine
-$207K -995 Closed
DWT
1044
Dorsey & Whitney Trust
South Dakota
-$206K -990 Closed
CPWMP
1045
Cardinal Point Wealth Management Partners
California
-$203K -979 Closed
ODFS
1046
O'Donnell Financial Services
California
-$202K -974 Closed
RFG
1047
Range Financial Group
Oregon
-$202K -974 Closed
AIP
1048
Ahrens Investment Partners
Louisiana
-$195K -939 Closed
BMD
1049
Better Money Decisions
New Mexico
-$188K -906 Closed
CCA
1050
Checchi Capital Advisers
California
-$203K -892 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.