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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
SSC
526
Syverson Strege & Co
Iowa
$1.07M +$691 +3 +0.1%
MAM
527
McCarthy Asset Management
California
$1.07M -$7.83K -34 -0.8%
HWA
528
Heritage Wealth Advisors
Virginia
$1.07M
AIM
529
Avity Investment Management
Connecticut
$1.07M
PFWA
530
Paces Ferry Wealth Advisors
Georgia
$1.06M +$1.84K +8 +0.2%
TI
531
Truepoint Inc
Ohio
$1.06M
SC
532
Soundwatch Capital
Connecticut
$1.06M -$210K -914 -17%
TI
533
Trexquant Investment
Connecticut
$1.06M +$533K +2,314 +115%
LCOV
534
London Company of Virginia
Virginia
$1.05M -$4.59M -19,934 -82%
AssetMark Inc
535
AssetMark Inc
California
$1.04M -$1.47M -6,382 -60%
MFA
536
McClarren Financial Advisors
Pennsylvania
$1.03M +$2.76K +12 +0.3%
SF
537
Summit Financial
New Jersey
$1.03M -$13.4K -58 -1%
HPM
538
Hoxton Planning & Management
West Virginia
$1.03M -$126K -549 -12%
GLA
539
Good Life Advisors
Pennsylvania
$1.02M +$17.5K +76 +2%
VBFG
540
Vishria Bird Financial Group
Tennessee
$1.02M
EL
541
EQ LLC
Washington
$1.02M +$230 +1 +0%
TFA
542
Triad Financial Advisors
North Carolina
$998K -$1.38K -6 -0.1%
WSWA
543
Warren Street Wealth Advisors
California
$995K +$1.84K +8 +0.2%
FNT
544
First National Trust
Pennsylvania
$993K +$15.4K +67 +2%
ES
545
Eagle Strategies
New York
$988K -$24K -104 -3%
CC
546
Callan Capital
California
$986K
PFG
547
Pacific Financial Group
Washington
$985K
MWM
548
Madison Wealth Management
Ohio
$982K
LIM
549
Leavell Investment Management
Alabama
$975K
WWM
550
Western Wealth Management
Colorado
$972K -$11.5K -50 -1%

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.