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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
JWBC
401
John W. Brooker & Co
California
$2.04M
MFG
402
Merit Financial Group
Georgia
$2.03M -$113K -489 -6%
JJBC
403
James J. Burns & Company
New York
$2.01M -$420K -1,823 -18%
Vanguard Group
404
Vanguard Group
Pennsylvania
$1.97M -$212K -920 -10%
FCH
405
Freestone Capital Holdings
Washington
$1.96M -$461 -2 -0%
Lazard Asset Management
406
Lazard Asset Management
New York
$1.95M +$21.6K +94 +1%
KA
407
Kovack Advisors
Florida
$1.94M +$32K +139 +2%
MSS
408
Mitchell Sinkler & Starr
Pennsylvania
$1.94M +$57.6K +250 +3%
WW
409
Westshore Wealth
California
$1.93M -$256K -1,110 -12%
EBA
410
Eagle Bay Advisors
New York
$1.92M
EIP
411
Ellis Investment Partners
Pennsylvania
$1.91M +$8.98K +39 +0.5%
SFG
412
Sage Financial Group
Pennsylvania
$1.9M -$34.5K -150 -2%
WF
413
Welch & Forbes
Massachusetts
$1.9M +$365K +1,584 +26%
SVWAG
414
Sound View Wealth Advisors Group
Georgia
$1.89M +$138K +600 +8%
FT
415
Fiduciary Trust
Massachusetts
$1.89M -$174K -756 -9%
JWM
416
JFG Wealth Management
Colorado
$1.86M +$4.61K +20 +0.3%
GG
417
GenWealth Group
New Jersey
$1.86M -$37.1K -161 -2%
IRC
418
Investors Research Corp
Georgia
$1.86M -$3.45K -15 -0.2%
MFS
419
McNamara Financial Services
Massachusetts
$1.85M -$73.2K -318 -4%
SB
420
Simmons Bank
Arkansas
$1.85M -$83.4K -362 -5%
Fiera Capital (Canada)
421
Fiera Capital (Canada)
Quebec, Canada
$1.84M
MWP
422
MYCIO Wealth Partners
Pennsylvania
$1.84M +$3.22K +14 +0.2%
MHS
423
M Holdings Securities
Oregon
$1.82M -$818K -3,552 -32%
LT
424
Legacy Trust
Michigan
$1.82M +$46.1K +200 +3%
AC
425
Abbrea Capital
California
$1.8M

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.