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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
LL
726
LWMG LLC
Minnesota
$537K +$921 +4 +0.2%
SWA
727
SOA Wealth Advisors
New York
$535K +$461 +2 +0.1%
NLP
728
Next Level Private
New York
$534K +$509K +2,210 New
CSIC
729
Clifford Swan Investment Counsel
California
$533K
HG
730
Harbor Group
New Hampshire
$527K
FHA
731
Flagship Harbor Advisors
Massachusetts
$524K
MA
732
MONECO Advisors
Connecticut
$523K -$1.38K -6 -0.3%
NCM
733
Northside Capital Management
Oregon
$518K
KBFS
734
Kohmann Bosshard Financial Services
Ohio
$514K
SFG
735
SNS Financial Group
Minnesota
$513K
MFC
736
Morris Financial Concepts
South Carolina
$512K
CIBC World Market
737
CIBC World Market
Ontario, Canada
$510K
PL
738
Parthenon LLC
Kentucky
$502K
CCB
739
Country Club Bank
Missouri
$502K -$147K -640 -24%
WW
740
Waterfront Wealth
Kansas
$499K +$9.21K +40 +2%
OWM
741
Orgel Wealth Management
Wisconsin
$498K
AWA
742
Acorn Wealth Advisors
Michigan
$497K
CT
743
Cambridge Trust
Massachusetts
$495K -$778K -3,379 -62%
HWMG
744
Hurlow Wealth Management Group
Indiana
$489K +$462K +2,007 New
CNBTD
745
Citizens National Bank Trust Department
Mississippi
$487K
SQA
746
Simon Quick Advisors
New Jersey
$487K -$7.37K -32 -2%
KJHP
747
K.J. Harrison & Partners
Ontario, Canada
$483K -$77.1K -335 -14%
VCA
748
Verdence Capital Advisors
Maryland
$478K
BW
749
BIP Wealth
Georgia
$471K -$99K -430 -18%
FWI
750
Facet Wealth Inc
Maryland
$471K +$437K +1,899 New

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.