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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
SPFA
801
Summit Place Financial Advisors
New Jersey
$382K
PWLP
802
Prio Wealth Limited Partnership
Massachusetts
$381K
DI
803
DFPG Investments
Utah
$376K -$28.1K -122 -8%
HCP
804
Holt Capital Partners
Texas
$374K
TCA
805
Transcend Capital Advisors
New Jersey
$372K +$921 +4 +0.3%
NFC
806
Northeast Financial Consultants
Connecticut
$370K
AC
807
Apella Capital
Connecticut
$368K +$348K +1,510 New
PWMG
808
Prestige Wealth Management Group
New Jersey
$367K -$11.5K -50 -3%
SW
809
SkyOak Wealth
Michigan
$367K
GC
810
Grimes & Company
Massachusetts
$365K +$100K +435 +41%
ACM
811
Advisors Capital Management
New Jersey
$365K +$8.75K +38 +3%
AWM
812
AAF Wealth Management
Massachusetts
$363K +$461 +2 +0.1%
SL
813
Sentry LLC
Tennessee
$363K +$230 +1 +0.1%
FWP
814
FAS Wealth Partners
Kansas
$362K +$461 +2 +0.1%
BFA
815
BMS Financial Advisors
South Dakota
$358K +$28.1K +122 +9%
MTIC
816
Missouri Trust & Investment Company
Missouri
$357K +$161K +700 +92%
LWMG
817
Levy Wealth Management Group
Pennsylvania
$357K +$461 +2 +0.1%
HFS
818
Howard Financial Services
Texas
$354K +$73.7K +320 +28%
CWP
819
Curated Wealth Partners
California
$353K
PCM
820
Pointe Capital Management
Michigan
$350K +$117K +507 +55%
SIA
821
Soltis Investment Advisors
Utah
$347K +$27.9K +121 +9%
AMG
822
Asset Management Group
Connecticut
$346K +$921 +4 +0.3%
MAM
823
Meeder Asset Management
Ohio
$344K -$1.38K -6 -0.4%
CCA
824
Checchi Capital Advisers
California
$344K +$119K +518 +58%
DC
825
Davenport & Co
Virginia
$343K +$3.22K +14 +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.