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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
BFC
851
Bedel Financial Consulting
Indiana
$308K +$26.9K +117 +10%
Deutsche Bank
852
Deutsche Bank
Germany
$302K +$19.6K +85 +7%
AWP
853
Abacus Wealth Partners
California
$301K +$3.22K +14 +1%
ESB
854
Essex Savings Bank
Connecticut
$301K
VCP
855
Vista Capital Partners
Oregon
$300K
MWPCG
856
Measured Wealth Private Client Group
New Hampshire
$300K +$283K +1,231 New
LC
857
LCNB Corp
Ohio
$300K
First Manhattan
858
First Manhattan
New York
$298K
AB
859
Atlas Brown
Kentucky
$298K
BOSSRA
860
B.O.S.S. Retirement Advisors
Utah
$297K +$281K +1,219 New
MCM
861
Maple Capital Management
Vermont
$294K +$278K +1,208 New
CNFG
862
Creegan & Nassoura Financial Group
New Hampshire
$292K
SAM
863
Summit Asset Management
Tennessee
$292K
VFG
864
V2 Financial group
Illinois
$292K
CW
865
CreativeOne Wealth
Kansas
$291K +$20.5K +89 +8%
WCWM
866
Willow Creek Wealth Management
California
$290K -$11.7K -51 -4%
CTWM
867
Cherry Tree Wealth Management
Minnesota
$290K +$274K +1,188 New
AC
868
AlphaCore Capital
California
$289K -$39.6K -172 -13%
HTHT
869
Hemenway Trust Hemenway Trust
New Hampshire
$286K
EFS
870
Essex Financial Services
Connecticut
$284K
EWA
871
Encompass Wealth Advisors
Oregon
$283K
EWM
872
EPG Wealth Management
Georgia
$281K
TI
873
Tidal Investments
Wisconsin
$281K
BEAM
874
Baker Ellis Asset Management
Washington
$280K
TCPWM
875
Traverso Chambers Private Wealth Management
California
$275K -$2.3K -10 -0.9%

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.