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
CRC
176
Curi RMB Capital
Illinois
$9.32M
JFG
177
JMG Financial Group
Illinois
$9.29M +$170K +777 +2%
MA
178
MUFG Americas
New York
$9.18M -$43.9K -200 -0.4%
IWC
179
Integrated Wealth Concepts
Massachusetts
$9.14M -$433K -1,973 -4%
MRWM
180
ML&R Wealth Management
Texas
$9.08M +$19.7K +90 +0.2%
NEPWA
181
New England Private Wealth Advisors
Massachusetts
$9.04M +$65.6K +299 +0.7%
BCI
182
Brinker Capital Investments
Pennsylvania
$8.81M -$516K -2,353 -5%
SFG
183
StrategIQ Financial Group
Indiana
$8.74M
BFA
184
Brown Financial Advisory
Alabama
$8.61M -$5.77M -26,289 -38%
BPWM
185
Badgley Phelps Wealth Managers
Washington
$8.58M +$91K +415 +1%
CAM
186
Campion Asset Management
Virginia
$8.55M -$7.67K -35 -0.1%
DT
187
Daniels + Tansey
Delaware
$8.51M -$19.3K -88 -0.2%
Bessemer Group
188
Bessemer Group
New Jersey
$8.48M
GLLW
189
Graves Light Lenhart Wealth
Virginia
$8.44M
LI
190
Latigo Investments
Florida
$8.4M
ICG
191
InterOcean Capital Group
Tennessee
$8.39M
Financial Engines Advisors
192
Financial Engines Advisors
California
$8.17M +$4.33M +19,725 +91%
BO
193
BRR OpCo
Ohio
$8.17M -$193K -878 -2%
SWP
194
Stratos Wealth Partners
Ohio
$8M -$78.5K -358 -0.9%
BFS
195
Bradley Foster & Sargent
Connecticut
$7.94M -$142K -647 -2%
Jane Street
196
Jane Street
New York
$7.78M -$23.5M -107,266 -73%
CGL
197
Clarius Group LLC
Washington
$7.78M
JIP
198
Jaffetilchin Investment Partners
Florida
$7.73M +$30.9K +141 +0.4%
Citadel Advisors
199
Citadel Advisors
Florida
$7.7M -$3.06M -13,936 -26%
FS
200
Ferguson Shapiro
Georgia
$7.59M +$137K +626 +2%

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.