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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
TPWA
576
TRUE Private Wealth Advisors
Oregon
$897K
PFS
577
Prospera Financial Services
Texas
$894K -$59K -256 -7%
WJA
578
Willis Johnson & Associates
Texas
$892K +$90.5K +393 +12%
OC
579
Oppenheimer & Co
New York
$890K -$103K -446 -11%
SFA
580
Source Financial Advisors
New York
$889K -$128K -555 -13%
ARC
581
Advisor Resource Council
Texas
$887K +$19.3K +84 +2%
WCP
582
Wick Capital Partners
Pennsylvania
$887K +$115K +500 +16%
CC
583
Courier Capital
New York
$882K -$22.1K -96 -3%
KWM
584
Keebeck Wealth Management
Illinois
$878K -$230 -1 -0%
OAP
585
One Advisory Partners
Kansas
$877K -$36.6K -159 -4%
DPI
586
Diversified Portfolios Inc
Michigan
$874K -$53K -230 -6%
E
587
Ergoteles
New York
$872K +$824K +3,577 New
BCM
588
Brookstone Capital Management
Illinois
$872K +$66.6K +289 +9%
FAM
589
Flaharty Asset Management
Florida
$871K -$15K -65 -2%
PCIA
590
Prime Capital Investment Advisors
Kansas
$869K +$315K +1,368 +62%
RJT
591
Raymond James Trust
Florida
$866K -$272K -1,181 -25%
IFG
592
Independent Financial Group
California
$864K -$4.84K -21 -0.6%
SWP
593
Strategic Wealth Partners
Ohio
$862K +$545K +2,365 +202%
HGWM
594
Horst & Graben Wealth Management
Oregon
$854K +$2.07K +9 +0.3%
DFA
595
DHJJ Financial Advisors
Illinois
$852K +$230 +1 +0%
CAAS
596
Capital Asset Advisory Services
Michigan
$851K +$123K +535 +18%
CAM
597
Cozad Asset Management
Illinois
$847K -$145K -628 -15%
KTC
598
Kistler-Tiffany Companies
Pennsylvania
$846K
WA
599
Wealth Alliance
New York
$843K -$54.1K -235 -6%
FTS
600
Fifth Third Securities
Ohio
$841K +$461 +2 +0.1%

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.