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iShares Russell 1000 ETF
IWB

1,211 hedge funds and large institutions have $26.6B invested in iShares Russell 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 383 increasing their positions, 372 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 38

15% more capital invested

Capital invested by funds: $23.2B → $26.6B (+$3.38B)

11% more funds holding

Funds holding: 1,091 → 1,211 (+120)

4% more funds holding in top 10

Funds holding in top 10: 91 → 95 (+4)

1.76% more ownership

Funds ownership: 79.76% → 81.52% (+1.8%)

3% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 372

21% less call options, than puts

Call options by funds: $24.8M | Put options by funds: $31.4M

Holders
1,211
Holders Change
+120
Holders Change %
+11%
% of All Funds
17.66%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.39%
New
176
Increased
383
Reduced
372
Closed
38
Calls
$24.8M
Puts
$31.4M
Net Calls
-$6.59M
Net Calls Change
-$20.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$576M
2
JP Morgan Chase
JP Morgan Chase
New York
+$298M
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$99.9M
4
Bank of America
Bank of America
North Carolina
+$73.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$55.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$155M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$151M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$101M
4
WAG
Winthrop Advisory Group
Massachusetts
-$50.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$47.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRL
801
Scientech Research LLC
New Jersey
$517K +$483K +1,971 New
TP
802
Tranquility Partners
Tennessee
$515K -$67.8K -277 -12%
AWM
803
Apollon Wealth Management
South Carolina
$513K +$71.7K +293 +18%
RA
804
Ruggaard & Associates
Ohio
$513K – – –
CCA
805
Childress Capital Advisors
Texas
$511K +$477K +1,950 New
BW
806
BIP Wealth
Georgia
$507K – – –
CAM
807
Chesapeake Asset Management
New York
$503K +$470K +1,918 New
GRA
808
Golden Road Advisors
Florida
$502K +$469K +1,914 New
JAG
809
Journey Advisory Group
Kentucky
$500K – – –
SIA
810
Soltis Investment Advisors
Utah
$500K +$104K +425 +29%
PFP
811
Paragon Financial Partners
California
$499K +$2.45K +10 +0.5%
LFA
812
LGT Financial Advisors
Texas
$492K -$41.6K -170 -8%
FFN
813
Focus Financial Network
Minnesota
$488K +$455K +1,859 New
ZF
814
Zhang Financial
Michigan
$487K +$57.3K +234 +14%
FAM
815
Forte Asset Management
New York
$486K – – –
NHC
816
Nicholas Hoffman & Company
Georgia
$484K – – –
SW
817
SkyOak Wealth
Michigan
$480K -$58.5K -239 -12%
DIM
818
Delta Investment Management
California
$478K +$3.43K +14 +0.8%
AP
819
Americana Partners
Texas
$478K – – –
CCIA
820
Cherry Creek Investment Advisors
Colorado
$477K +$2.69K +11 +0.6%
RFA
821
Resurgent Financial Advisors
Georgia
$471K +$439K +1,795 New
SPFA
822
Summit Place Financial Advisors
New Jersey
$466K +$51.4K +210 +13%
PPW
823
PACK Private Wealth
Minnesota
$465K – – –
TPWM
824
Twelve Points Wealth Management
Massachusetts
$463K +$163K +665 +60%
SCP
825
Silverleafe Capital Partners
Tennessee
$462K -$1.47K -6 -0.3%
31 32
33
34 35

IWB Hedge Fund Activity: Q4 2023 in Review

1,211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2023, worth a combined $26.6B — up 15% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new IWB positions and 38 closed out — a net gain of 138 holders — while 383 added to existing stakes and 372 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $576M. The largest seller was BlackRock, cutting an estimated $155M.

  • 1,211 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2023, up from 1,091 in Q3 2023.
  • Funds reported $26.6B of iShares Russell 1000 ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 176 funds opened new iShares Russell 1000 ETF positions in Q4 2023 and 38 closed out, a net change of +138 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $576M added.
  • The largest iShares Russell 1000 ETF seller in Q4 2023 was BlackRock, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2023.