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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
SOS
776
Silver Oak Securities
Tennessee
$420K +$397K +1,725 New
SEIA
777
Signature Estate & Investment Advisors
California
$416K
CWM
778
Chesapeake Wealth Management
Virginia
$416K -$461 -2 -0.1%
TBC
779
Ted Buchan & Co
California
$416K
TWM
780
Tolleson Wealth Management
Texas
$412K
PAM
781
Palisade Asset Management
Minnesota
$411K
MMHP
782
Murphy Middleton Hinkle & Parker
Georgia
$411K
AIA
783
Alera Investment Advisors
Illinois
$410K
JWCA
784
J.W. Cole Advisors
Florida
$410K -$266K -1,154 -41%
WP
785
WealthPLAN Partners
Nebraska
$407K -$55.7K -242 -13%
KL
786
KilterHowling LLC
Colorado
$404K +$921 +4 +0.2%
PMFA
787
Plante Moran Financial Advisors
Michigan
$404K
KWM
788
Kingsview Wealth Management
Oregon
$404K +$105K +456 +38%
1SB
789
1ST Source Bank
Indiana
$403K -$2.07K -9 -0.5%
LL
790
LPWM LLC
Minnesota
$402K
PSIWM
791
Paradigm Strategies in Wealth Management
Minnesota
$397K
ZF
792
Zhang Financial
Michigan
$395K +$374K +1,622 New
MIFH
793
Migdal Insurance & Financial Holdings
Israel
$395K -$568K -2,466 -60%
FPW
794
Flagship Private Wealth
Massachusetts
$393K +$461 +2 +0.1%
DBT
795
Dubuque Bank & Trust
Iowa
$392K -$230 -1 -0.1%
FA
796
Fiducient Advisors
Illinois
$391K +$89.8K +390 +32%
COI
797
Connable Office Inc
Michigan
$390K +$368K +1,600 New
VWA
798
V Wealth Advisors
Kansas
$389K +$921 +4 +0.3%
D
799
Dentgroup
Louisiana
$387K -$8.75K -38 -2%
NG
800
Northstar Group
New York
$387K

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.