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iShares Russell 1000 ETF

1,074 hedge funds and large institutions have $22.8B invested in iShares Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 381 increasing their positions, 305 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $8M | Put options by funds: $2.1M

202% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 49

25% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 305

7% more funds holding

Funds holding: 1,0001,074 (+74)

0.89% more ownership

Funds ownership: 81.21%82.11% (+0.89%)

2% less capital invested

Capital invested by funds: $23.1B → $22.8B (-$388M)

6% less funds holding in top 10

Funds holding in top 10: 10397 (-6)

Holders
1,074
Holders Change
+74
Holders Change %
+7.4%
% of All Funds
17.26%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.56%
New
148
Increased
381
Reduced
305
Closed
49
Calls
$8M
Puts
$2.1M
Net Calls
+$5.9M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.55B -$19.5M -91,947 -0.8%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.58B +$24.7M +116,841 +2%
BlackRock
3
BlackRock
New York
$1.22B +$235M +1,111,872 +24%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.1B +$64M +302,205 +6%
Bank of America
5
Bank of America
North Carolina
$1.03B +$245M +1,156,337 +31%
Northern Trust
6
Northern Trust
Illinois
$647M +$112M +528,639 +21%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$566M -$4.74M -22,409 -0.8%
M&T Bank
8
M&T Bank
New York
$535M +$4.67M +22,081 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$462M +$63.9M +301,825 +16%
LPL Financial
10
LPL Financial
California
$424M +$3.85M +18,189 +0.9%
Goldman Sachs
11
Goldman Sachs
New York
$404M +$39.9M +188,316 +11%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$392M +$45.6M +215,573 +13%
CCA
13
Catalyst Capital Advisors
New York
$385M +$42.4M +200,515 +12%
MRC
14
Millburn Ridgefield Corp
New York
$385M +$42.4M +200,515 +12%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$342M +$2.41M +11,373 +0.7%
DLIC
16
Daido Life Insurance Company
Japan
$333M
NMIFOAC
17
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$314M
Wells Fargo
18
Wells Fargo
California
$293M +$7.28M +34,371 +3%
AWA
19
Arete Wealth Advisors
Illinois
$286M +$56.9K +269 +25%
V
20
Veritable
Delaware
$268M +$6.81M +32,153 +3%
BF
21
BOK Financial
Oklahoma
$258M +$14.4M +68,057 +6%
JIC
22
Johnson Investment Counsel
Ohio
$255M -$3.18M -15,006 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$221M +$128M +603,000 +135%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$202M +$91.8M +433,603 +82%
UBS Group
25
UBS Group
Switzerland
$195M -$13.8M -65,181 -7%

IWB Hedge Fund Activity: Q4 2022 in Review

1,074 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2022, worth a combined $22.8B — down 1.7% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new IWB positions and 49 closed out — a net gain of 99 holders — while 381 added to existing stakes and 305 trimmed.

The largest buyer was Bank of America, adding an estimated $245M. The largest seller was Johns Hopkins University, exiting entirely with an estimated $211M sold.

  • 1,074 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2022, up from 1,000 in Q3 2022.
  • Funds reported $22.8B of iShares Russell 1000 ETF stock for Q4 2022, down 1.7% quarter-over-quarter.
  • 148 funds opened new iShares Russell 1000 ETF positions in Q4 2022 and 49 closed out, a net change of +99 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2022 was Bank of America, an estimated $245M added.
  • The largest iShares Russell 1000 ETF seller in Q4 2022 was Johns Hopkins University, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2022.