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iShares Russell 1000 ETF
IWB

1,211 hedge funds and large institutions have $26.6B invested in iShares Russell 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 383 increasing their positions, 372 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 38

15% more capital invested

Capital invested by funds: $23.2B → $26.6B (+$3.38B)

11% more funds holding

Funds holding: 1,091 → 1,211 (+120)

4% more funds holding in top 10

Funds holding in top 10: 91 → 95 (+4)

1.76% more ownership

Funds ownership: 79.76% → 81.52% (+1.8%)

3% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 372

21% less call options, than puts

Call options by funds: $24.8M | Put options by funds: $31.4M

Holders
1,211
Holders Change
+120
Holders Change %
+11%
% of All Funds
17.66%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.39%
New
176
Increased
383
Reduced
372
Closed
38
Calls
$24.8M
Puts
$31.4M
Net Calls
-$6.59M
Net Calls Change
-$20.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$576M
2
JP Morgan Chase
JP Morgan Chase
New York
+$298M
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$99.9M
4
Bank of America
Bank of America
North Carolina
+$73.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$55.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$155M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$151M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$101M
4
WAG
Winthrop Advisory Group
Massachusetts
-$50.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$47.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
376
Ascent Group
Virginia
$2.92M -$176K -717 -6%
GAG
377
GM Advisory Group
New York
$2.91M -$140K -571 -5%
OP
378
ORG Partners
Indiana
$2.89M -$135K -550 -5%
FIM
379
Fernwood Investment Management
Massachusetts
$2.89M -$289K -1,180 -10%
PSA
380
Plum Street Advisors
Louisiana
$2.86M +$2.67M +10,906 New
AI
381
Accredited Investors
Minnesota
$2.85M – – –
EK
382
Evensky & Katz
Florida
$2.84M +$21.1K +86 +0.8%
PGFC
383
Peapack-Gladstone Financial Corp
New Jersey
$2.83M -$149K -610 -5%
RWMH
384
Riverpoint Wealth Management Holdings
Illinois
$2.79M +$20.6K +84 +0.8%
CWM
385
Cranbrook Wealth Management
Michigan
$2.79M -$42.8K -175 -2%
FWTB
386
First Western Trust Bank
Colorado
$2.79M -$25.1M -102,333 -91%
LDB
387
Lee, Danner & Bass
Tennessee
$2.77M +$1.6M +6,525 +162%
MWS
388
Maxwell Wealth Strategies
California
$2.76M +$2.58M +10,539 New
CIS
389
Custom Index Systems
New York
$2.76M +$2.57M +10,516 New
BFG
390
Beacon Financial Group
Texas
$2.75M +$205K +837 +9%
CWP
391
CFM Wealth Partners
Texas
$2.74M +$55.6K +227 +2%
MBT
392
Montecito Bank & Trust
California
$2.72M +$287K +1,172 +13%
AI
393
Atria Investments
North Carolina
$2.71M +$129K +525 +5%
BNP Paribas Financial Markets
394
BNP Paribas Financial Markets
France
$2.71M -$857K -3,500 -25%
SCA
395
Snowden Capital Advisors
New York
$2.7M +$2.52M +10,305 New
ASN
396
Advisory Services Network
Georgia
$2.69M -$267K -1,091 -10%
SVWAG
397
Sound View Wealth Advisors Group
Georgia
$2.69M +$117K +479 +5%
CSPIA
398
Cary Street Partners Investment Advisory
Virginia
$2.68M +$2.39M +9,757 +2,085%
RCAG
399
Rehmann Capital Advisory Group
Michigan
$2.68M +$44.3K +181 +2%
GCA
400
Genesee Capital Advisors
New York
$2.67M +$2.49M +10,162 New
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16
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IWB Hedge Fund Activity: Q4 2023 in Review

1,211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2023, worth a combined $26.6B — up 15% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new IWB positions and 38 closed out — a net gain of 138 holders — while 383 added to existing stakes and 372 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $576M. The largest seller was BlackRock, cutting an estimated $155M.

  • 1,211 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2023, up from 1,091 in Q3 2023.
  • Funds reported $26.6B of iShares Russell 1000 ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 176 funds opened new iShares Russell 1000 ETF positions in Q4 2023 and 38 closed out, a net change of +138 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $576M added.
  • The largest iShares Russell 1000 ETF seller in Q4 2023 was BlackRock, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2023.