iShares Russell 1000 ETF
1,002 hedge funds and large institutions have $20B invested in iShares Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 315 increasing their positions, 321 reducing their positions, and 62 closing their positions.
39% more capital inflows, than outflows
Capital inflows: $1.32B | Capital outflows: $950M
0.05% more ownership
Funds ownership: 81.19% → 81.25% (+0.05%)
2% less repeat investments, than reductions
Existing positions increased: 315 | Existing positions reduced: 321
2% less funds holding
Funds holding: 1,021 → 1,002 (-19)
5% less funds holding in top 10
Funds holding in top 10: 109 → 104 (-5)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Johns Hopkins University
Baltimore,
Maryland
|
+$234M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$122M |
| 3 |
Waverly Advisors
Birmingham,
Alabama
|
+$81.3M |
| 4 |
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
+$69.7M |
| 5 |
Catalyst Capital Advisors
Huntington,
New York
|
+$67.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$368M |
| 2 |
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
-$38.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$37.9M |
| 4 |
Neuberger Berman Group
New York
|
-$37.4M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$31.2M |
IWB Hedge Fund Activity: Q3 2022 in Review
1,002 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2022, worth a combined $20B — down 4.3% 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 315 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.
- 1,002 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2022, down from 1,021 in Q2 2022.
- Funds reported $20B of iShares Russell 1000 ETF stock for Q3 2022, down 4.3% 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.