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
CWA
1
CM Wealth Advisors
Ohio
$3.22B +$2.16M +9,859 +100%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.41B +$122M +558,083 +5%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.46B +$48M +219,057 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$976M +$62M +282,909 +6%
BlackRock
5
BlackRock
New York
$928M -$368M -1,676,450 -26%
Bank of America
6
Bank of America
North Carolina
$733M -$15.7M -71,524 -2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$535M -$1.41M -6,449 -0.2%
Northern Trust
8
Northern Trust
Illinois
$502M -$4.82M -21,974 -0.9%
M&T Bank
9
M&T Bank
New York
$497M +$27.8M +126,684 +5%
LPL Financial
10
LPL Financial
California
$394M +$17.8M +81,322 +4%
Morgan Stanley
11
Morgan Stanley
New York
$374M +$42.4M +193,435 +11%
Goldman Sachs
12
Goldman Sachs
New York
$341M -$2.7M -12,326 -0.7%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$325M +$21.6M +98,437 +6%
CCA
14
Catalyst Capital Advisors
New York
$322M +$67.6M +308,199 +23%
MRC
15
Millburn Ridgefield Corp
New York
$322M +$67.6M +308,199 +23%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$318M +$3.65M +16,624 +1%
DLIC
17
Daido Life Insurance Company
Japan
$313M
NMIFOAC
18
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$294M +$69.7M +318,000 +27%
Wells Fargo
19
Wells Fargo
California
$268M -$6M -27,363 -2%
V
20
Veritable
Delaware
$245M +$8.44M +38,474 +3%
JIC
21
Johnson Investment Counsel
Ohio
$242M -$2.68M -12,230 -1%
BF
22
BOK Financial
Oklahoma
$228M -$390K -1,780 -0.2%
JHU
23
Johns Hopkins University
Maryland
$211M +$234M +1,066,860 New
UBS Group
24
UBS Group
Switzerland
$195M +$2.6M +11,847 +1%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$165M -$11.3M -51,595 -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.