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iShares Russell 1000 ETF

1,102 hedge funds and large institutions have $24.4B invested in iShares Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 400 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 35

9% more capital invested

Capital invested by funds: $22.5B → $24.4B (+$1.92B)

4% more funds holding

Funds holding: 1,0601,102 (+42)

2% more funds holding in top 10

Funds holding in top 10: 9294 (+2)

19.74% less ownership

Funds ownership: 99.19%79.45% (-20%)

27% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 400

91% less call options, than puts

Call options by funds: $13M | Put options by funds: $140M

Holders
1,102
Holders Change
+42
Holders Change %
+3.96%
% of All Funds
17.3%
Holding in Top 10
94
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.17%
% of All Funds
1.48%
New
92
Increased
294
Reduced
400
Closed
35
Calls
$13M
Puts
$140M
Net Calls
-$127M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
326
Csenge Advisory Group
Florida
$3.24M +$572K +2,484 +23%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$3.23M +$219K +950 +8%
CF
328
Corrigan Financial
Rhode Island
$3.22M +$691 +3 +0%
LI
329
LMCG Investments
Massachusetts
$3.18M -$785K -3,407 -21%
Natixis Advisors
330
Natixis Advisors
Massachusetts
$3.15M +$69.1K +300 +2%
SCA
331
St. Clair Advisors
Ohio
$3.12M -$40.5K -176 -1%
APF
332
Alaska Permanent Fund
Alaska
$3.09M +$2.92M +12,673 New
FIM
333
Fernwood Investment Management
Massachusetts
$3.04M
ECG
334
Edge Capital Group
Georgia
$3M +$230 +1 +0%
CWM
335
Cranbrook Wealth Management
Michigan
$2.99M -$7.6K -33 -0.3%
OP
336
ORG Partners
Indiana
$2.97M +$2.81M +12,194 New
HHRDM
337
H&H Retirement Design & Management
Nevada
$2.96M -$139K -604 -5%
AG
338
Ascent Group
Virginia
$2.96M -$221K -958 -7%
GIA
339
Guyasuta Investment Advisors
Pennsylvania
$2.9M
EW
340
Evoke Wealth
California
$2.88M +$48.1K +209 +2%
SHGA
341
Sand Hill Global Advisors
California
$2.88M +$187K +812 +7%
EK
342
Evensky & Katz
Florida
$2.88M -$5.99K -26 -0.2%
PFM
343
Phillips Financial Management
Indiana
$2.87M -$37.1K -161 -1%
CIA
344
Choate Investment Advisors
Massachusetts
$2.86M
X
345
Xponance
Pennsylvania
$2.85M -$333K -1,445 -11%
GAG
346
GM Advisory Group
New York
$2.84M +$7.14K +31 +0.3%
TFF
347
The Family Firm
Maryland
$2.83M +$6.22K +27 +0.2%
HH
348
Hilltop Holdings
Texas
$2.77M -$148K -644 -5%
State Street
349
State Street
Massachusetts
$2.76M -$9.9K -43 -0.4%
PCM
350
Pennsylvania Capital Management
Pennsylvania
$2.74M

IWB Hedge Fund Activity: Q2 2023 in Review

1,102 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2023, worth a combined $24.4B — up 8.5% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IWB positions and 35 closed out — a net gain of 57 holders — while 294 added to existing stakes and 400 trimmed.

The largest buyer was Millennium Management, adding an estimated $151M. The largest seller was Envestnet Asset Management, cutting an estimated $5.36B.

  • 1,102 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2023, up from 1,060 in Q1 2023.
  • Funds reported $24.4B of iShares Russell 1000 ETF stock for Q2 2023, up 8.5% quarter-over-quarter.
  • 92 funds opened new iShares Russell 1000 ETF positions in Q2 2023 and 35 closed out, a net change of +57 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2023 was Millennium Management, an estimated $151M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $5.36B sold.

Based on aggregated 13F filings for Q2 2023.