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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
KIM
676
Karpus Investment Management
New York
$659K -$1.69M -7,352 -73%
HWM
677
Hohimer Wealth Management
Washington
$659K
SFG
678
Summit Financial Group
West Virginia
$652K
ANBT
679
American National Bank & Trust
Texas
$651K
SFP
680
Shepherd Financial Partners
Massachusetts
$650K -$49.5K -215 -7%
SWP
681
ShoreHaven Wealth Partners
New Jersey
$649K +$20K +87 +3%
RDWM
682
Red Door Wealth Management
Tennessee
$647K +$612K +2,656 New
CM
683
Columbus Macro
Pennsylvania
$647K
RA
684
Ruggaard & Associates
Ohio
$640K -$152K -658 -20%
HPC
685
HM Payson & Co
Maine
$639K +$28.8K +125 +5%
LP
686
LGL Partners
Pennsylvania
$638K +$1.61K +7 +0.3%
AFG
687
Allegheny Financial Group
Pennsylvania
$632K -$342K -1,485 -36%
FBB
688
Fulton Breakefield Broenniman
Maryland
$627K -$219K -949 -27%
TPW
689
Transatlantique Private Wealth
New York
$621K
HW
690
Hancock Whitney
Mississippi
$621K -$66.8K -290 -10%
RPG
691
Resource Planning Group
Georgia
$621K -$34.8K -151 -3%
AWA
692
Arete Wealth Advisors
Illinois
$616K +$283K +1,227 +94%
HL
693
HeadInvest LLC
Maine
$610K +$2.76K +12 +0.5%
USCWA
694
U.S. Capital Wealth Advisors
Texas
$610K -$5.3K -23 -0.9%
BCP
695
Berkeley Capital Partners
Georgia
$609K -$92.1K -400 -14%
QCM
696
Quantinno Capital Management
New York
$599K +$292K +1,270 +107%
GIA
697
Gladstone Institutional Advisory
Florida
$598K +$565K +2,453 New
BFA
698
Buttonwood Financial Advisors
Maryland
$594K -$4.38K -19 -0.8%
SWM
699
Segment Wealth Management
Texas
$594K
SAMC
700
Spectrum Asset Management (California)
California
$593K +$1.15K +5 +0.2%

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.