We are live on ! Find out more
IWB icon

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
HCM
701
Hollencrest Capital Management
California
$590K
Victory Capital Management
702
Victory Capital Management
Texas
$587K -$16.8K -73 -3%
KCPG
703
Kavar Capital Partners Group
Kansas
$586K -$31.6K -137 -5%
IW
704
Imprint Wealth
South Carolina
$582K +$2.53K +11 +0.5%
SSG
705
Summit Securities Group
New York
$576K +$544K +2,363 New
CCA
706
Childress Capital Advisors
Texas
$576K +$544K +2,363 New
BF
707
Blankinship & Foster
California
$574K
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$574K -$132K -572 -20%
AIM
709
Aspen Investment Management
Michigan
$571K -$1.15K -5 -0.2%
S
710
SignatureFD
Georgia
$569K -$10.4K -45 -2%
PWPS
711
Pinnacle Wealth Planning Services
Ohio
$569K
HFS
712
Heritage Financial Services
Massachusetts
$560K
WAM
713
WNY Asset Management
New York
$558K -$3.22K -14 -0.6%
SCM
714
SOL Capital Management
Maryland
$557K
SG
715
StoneX Group
New York
$555K -$2.07K -9 -0.4%
SG Americas Securities
716
SG Americas Securities
New York
$555K
SS
717
Sunbelt Securities
Texas
$551K +$368K +1,600 +242%
RP
718
Riverbridge Partners
Minnesota
$550K -$83.8K -364 -14%
IAIM
719
International Assets Investment Management
Florida
$548K +$518K +2,250 New
GP
720
Girard Partners
Pennsylvania
$548K -$180K -781 -26%
FIA
721
Foundations Investment Advisors
Arizona
$546K +$25.8K +112 +5%
SIC
722
Salem Investment Counselors
North Carolina
$540K
ONSWM
723
Old North State Wealth Management
North Carolina
$538K -$11.5K -50 -2%
MWM
724
Meridian Wealth Management
Kentucky
$537K -$849K -3,687 -63%
AA
725
Ancora Advisors
Ohio
$537K

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.