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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
SFA
151
Sequoia Financial Advisors
Ohio
$12.1M -$1.29M -5,866 -9%
JPG
152
Jordan Park Group
California
$12M +$380K +1,732 +3%
AA
153
Auxano Advisors
Washington
$11.5M +$1.01M +4,586 +9%
GW
154
GW & Wade
Massachusetts
$11M +$1.23M +5,588 +11%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$11M -$37.4M -170,544 -75%
DW
156
Domani Wealth
Pennsylvania
$11M -$188K -859 -2%
CF
157
Copperwynd Financial
Arizona
$10.7M +$96.7K +441 +0.8%
GWS
158
Glassman Wealth Services
Virginia
$10.7M +$348K +1,588 +3%
SAM
159
Silvercrest Asset Management
New York
$10.5M -$230K -1,050 -2%
HIG
160
Heritage Investment Group
Florida
$10.5M +$2.16M +9,828 +23%
TIM
161
Tortoise Investment Management
New York
$10.3M -$11.4K -52 -0.1%
ACM
162
Atlanta Capital Management
Georgia
$10.2M -$14.1M -64,276 -55%
Franklin Resources
163
Franklin Resources
California
$10.2M -$72.6K -331 -0.6%
CA
164
Clearstead Advisors
Ohio
$10.2M -$2.27M -10,336 -17%
RP
165
Rice Partnership
Hawaii
$10.1M +$338K +1,542 +3%
EWM
166
Evercore Wealth Management
New York
$9.99M -$96.3K -439 -0.9%
GT
167
Glenmede Trust
Pennsylvania
$9.94M +$98.7K +450 +0.9%
FCBT
168
First Citizens Bank & Trust
North Carolina
$9.94M +$6.94M +31,634 +169%
BWA
169
Bordeaux Wealth Advisors
California
$9.74M -$25.7K -117 -0.2%
JSL
170
JT Stratford LLC
Georgia
$9.74M +$776K +3,537 +8%
UCFA
171
United Capital Financial Advisors
Texas
$9.71M -$986K -4,495 -8%
HPWM
172
Highland Private Wealth Management
Washington
$9.63M +$1.21M +5,521 +13%
PAG
173
Private Advisor Group
New Jersey
$9.55M -$7.64M -34,851 -42%
WANY
174
Wealthspire Advisors (New York)
New York
$9.39M +$4.38M +19,979 +72%
STA
175
Summit Trail Advisors
New York
$9.38M -$3.03M -13,821 -23%

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.