iShares Russell 1000 ETF
IWB
1,091 hedge funds and large institutions have $23.2B invested in iShares Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 260 increasing their positions, 407 reducing their positions, and 59 closing their positions.
825% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $1.65M
0.31% more ownership
Funds ownership: 79.45% → 79.76% (+0.31%)
1% less funds holding
Funds holding: 1,102 → 1,091 (-11)
2% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 59
5% less capital invested
Capital invested by funds: $24.4B → $23.2B (-$1.19B)
3% less funds holding in top 10
Funds holding in top 10: 94 → 91 (-3)
36% less repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 407
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$274M |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$176M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$139M |
| 4 |
BlackRock
New York
|
+$94.5M |
| 5 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$54.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$343M |
| 2 |
JP Morgan Chase
New York
|
-$189M |
| 3 |
Millennium Management
New York
|
-$154M |
| 4 |
Goldman Sachs
New York
|
-$72.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$72M |
IWB Hedge Fund Activity: Q3 2023 in Review
1,091 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2023, worth a combined $23.2B — down 4.9% from $24.4B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of IWB and 58 opened new positions — a net loss of 1 holder — while 407 trimmed existing stakes and 260 added.
The largest buyer was Pathstone Family Office, adding an estimated $274M. The largest seller was Fidelity Investments, cutting an estimated $343M.
- 1,091 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2023, down from 1,102 in Q2 2023.
- Funds reported $23.2B of iShares Russell 1000 ETF stock for Q3 2023, down 4.9% quarter-over-quarter.
- 58 funds opened new iShares Russell 1000 ETF positions in Q3 2023 and 59 closed out, a net change of -1 holder.
- The largest iShares Russell 1000 ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $274M added.
- The largest iShares Russell 1000 ETF seller in Q3 2023 was Fidelity Investments, an estimated $343M sold.
Based on aggregated 13F filings for Q3 2023.