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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
NCM
426
Next Capital Management
New York
$1.8M +$175K +759 +11%
GAM
427
Gemmer Asset Management
California
$1.79M +$921 +4 +0.1%
CWM
428
Castle Wealth Management
Florida
$1.78M -$22.1K -96 -1%
BAMG
429
Brand Asset Management Group
Missouri
$1.76M -$182K -792 -10%
GSAM
430
Grant Street Asset Management
Pennsylvania
$1.75M +$1.66M +7,195 New
CIC
431
Carnegie Investment Counsel
Ohio
$1.75M -$5.3K -23 -0.3%
RWP
432
RWA Wealth Partners
Massachusetts
$1.73M -$14K -61 -0.9%
AWM
433
Avior Wealth Management
Nebraska
$1.73M -$530K -2,302 -24%
SWA
434
Stratos Wealth Advisors
Ohio
$1.73M +$2.76K +12 +0.2%
CWM
435
Curi Wealth Management
North Carolina
$1.73M +$4.38K +19 +0.3%
RSS
436
Rosenblum Silverman Sutton
California
$1.72M -$7.83K -34 -0.5%
SCM
437
Stordahl Capital Management
Colorado
$1.71M -$30.6K -133 -2%
BFM
438
Broadview Financial Management
Wisconsin
$1.7M -$93.5K -406 -6%
CCT
439
Capital City Trust
Florida
$1.68M -$1.15K -5 -0.1%
FFM
440
Forum Financial Management
Illinois
$1.67M +$1.2M +5,212 +317%
CWA
441
Capital Wealth Alliance
Arizona
$1.65M +$18.2K +79 +1%
MFGP
442
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.63M +$1.61K +7 +0.1%
BAM
443
Belpointe Asset Management
Nevada
$1.62M -$2.71M -11,784 -64%
FPF
444
First Pacific Financial
Washington
$1.62M +$3.92K +17 +0.3%
BBW
445
Blue Barn Wealth
Utah
$1.62M -$57.8K -251 -4%
MSRPS
446
Maryland State Retirement & Pension System
Maryland
$1.61M -$1.49M -6,458 -49%
FCBT
447
First Citizens Bank & Trust
North Carolina
$1.61M -$97.4K -423 -6%
CFA
448
Cahill Financial Advisors
Minnesota
$1.6M
CGPCS
449
Capital Group Private Client Services
California
$1.6M +$43.1K +187 +3%
NAM
450
NorthCrest Asset Manangement
Minnesota
$1.58M +$10.8K +47 +0.7%

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.