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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
RTS
201
Round Table Services
New Jersey
$7.51M -$293K -1,336 -3%
WAM
202
WNY Asset Management
New York
$7.25M +$370K +1,688 +5%
MPPLM
203
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.17M +$31.1K +142 +0.4%
OFG
204
Omega Financial Group
California
$7.12M -$110K -500 -1%
TA
205
Tiedemann Advisors
New York
$7.05M +$47.6K +217 +0.6%
UB
206
UMB Bank
Missouri
$7.05M +$1.17M +5,335 +18%
RSWM
207
Robertson Stephens Wealth Management
California
$7.05M +$4.02M +18,348 +106%
GT
208
Glenview Trust
Kentucky
$6.98M +$133K +608 +2%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$6.97M -$179K -816 -2%
KAH
210
Kathryn A. Hall
$6.97M
SWP
211
Summit Wealth Partners
Florida
$6.9M -$575K -2,623 -7%
HC
212
Hamilton Capital
Ohio
$6.88M -$56.8K -259 -0.7%
SSB
213
Sandy Spring Bank
Maryland
$6.75M -$74.3K -339 -1%
Wealthfront Advisers
214
Wealthfront Advisers
California
$6.74M +$930K +4,240 +14%
JSW
215
Journey Strategic Wealth
New Jersey
$6.68M +$1.33M +6,075 +22%
Prudential Financial
216
Prudential Financial
New Jersey
$6.64M +$96.5K +440 +1%
HSA
217
HBK Sorce Advisory
Pennsylvania
$6.57M -$38.4K -175 -0.5%
NC
218
NewSquare Capital
Pennsylvania
$6.37M +$77.9K +355 +1%
SWA
219
Sutton Wealth Advisors
Florida
$6.36M -$231K -1,052 -3%
IC
220
Iconiq Capital
California
$6.36M -$189K -864 -3%
SWM
221
Shelton Wealth Management
Texas
$6.25M -$43.4K -198 -0.6%
ACM
222
Advance Capital Management
Michigan
$6.16M -$41.7K -190 -0.6%
MGIA
223
Moneta Group Investment Advisors
Missouri
$6.16M -$1.19M -5,441 -15%
FC
224
Fiduciary Counselling
Minnesota
$5.96M
CG
225
Caprock Group
Idaho
$5.94M -$41K -187 -0.6%

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.