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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
Legal & General Group
501
Legal & General Group
United Kingdom
$1.2M +$1.15M +5,000 New
PA
502
Procyon Advisors
Connecticut
$1.2M -$189K -822 -14%
CPG
503
Cornerstone Planning Group
New Jersey
$1.2M +$1.13M +4,918 New
LFWA
504
LBJ Family Wealth Advisors
Texas
$1.2M +$2.07K +9 +0.2%
MCM
505
Morton Capital Management
California
$1.2M +$1.38K +6 +0.1%
TIA
506
Tiemann Investment Advisors
California
$1.2M
IA
507
IFP Advisors
Florida
$1.2M -$467K -2,028 -29%
MOS
508
MGO One Seven
Ohio
$1.19M -$461K -2,001 -29%
CI
509
Conning Inc
Connecticut
$1.19M
WIC
510
Whitegate Investment Counselors
New Hampshire
$1.16M +$691 +3 +0.1%
CA
511
CoreCap Advisors
Michigan
$1.16M +$1.1M +4,755 New
NCM
512
Neumann Capital Management
California
$1.15M -$22.6K -98 -2%
RWA
513
Ropes Wealth Advisors
Massachusetts
$1.15M
IWA
514
Intercontinental Wealth Advisors
Texas
$1.14M
RWM
515
Rockwood Wealth Management
Pennsylvania
$1.13M
APG
516
Abacus Planning Group
South Carolina
$1.13M
CSWM
517
Cassady Schiller Wealth Management
Ohio
$1.12M -$5.76K -25 -0.3%
CWS
518
Cypress Wealth Services
California
$1.11M -$37.5K -163 -4%
NME
519
Notis-McConarty Edward
$1.11M -$11.5K -50 -1%
SWA
520
Sightline Wealth Advisors
Connecticut
$1.11M
FRA
521
Frank Rimerman Advisors
California
$1.11M +$1.04M +4,535 New
PA
522
Parallel Advisors
California
$1.08M -$42.4K -184 -4%
PG
523
Patten Group
Tennessee
$1.08M -$65.4K -284 -6%
IW
524
Instrumental Wealth
Florida
$1.08M
ET
525
Equitable Trust
Tennessee
$1.08M

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.