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iShares Russell 1000 ETF
IWB

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: 1,060 → 1,102 (+42)

2% more funds holding in top 10

Funds holding in top 10: 92 → 94 (+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

Top Buyers

1
Millennium Management
Millennium Management
New York
+$151M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$108M
3
Morgan Stanley
Morgan Stanley
New York
+$99.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$52.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$49.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.36B
2
US Bancorp
US Bancorp
Minnesota
-$133M
3
BlackRock
BlackRock
New York
-$124M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$89M
5
GH
Geisinger Health
Pennsylvania
-$51.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
876
Greenhouse Wealth Management
Connecticut
$273K +$230 +1 +0.1%
ACM
877
Allred Capital Management
Texas
$273K – – –
FA
878
Financial Alternatives
California
$272K – – –
AA
879
Alesco Advisors
New York
$272K – – –
ASC
880
Atalanta Sosnoff Capital
New York
$270K -$319K -1,387 -56%
SF
881
Symphony Financial
Texas
$268K +$461 +2 +0.2%
ISL
882
Ingalls & Snyder LLC
New York
$268K – – –
SOAG
883
Silver Oak Advisory Group
Oregon
$267K – – –
HWM
884
Howard Wealth Management
Connecticut
$267K – – –
MW
885
Marcum Wealth
Ohio
$267K +$252K +1,094 New
AWM
886
Aspire Wealth Management
Massachusetts
$265K – – –
ZIM
887
Zacks Investment Management
Illinois
$263K +$31.1K +135 +14%
NSB
888
Norway Savings Bank
Maine
$262K +$247K +1,074 New
MAWA
889
Moss Adams Wealth Advisors
Washington
$259K – – –
TWC
890
TD Waterhouse Canada
Ontario, Canada
$259K +$52.5K +228 +27%
CTC
891
Corundum Trust Company
South Dakota
$259K +$244K +1,061 New
AUB
892
Atlantic Union Bankshares
Virginia
$258K – – –
EE
893
EWG Elevate
California
$256K – – –
SPWG
894
Syntegra Private Wealth Group
Missouri
$256K +$242K +1,050 New
NRC
895
New Republic Capital
North Carolina
$255K – – –
Fisher Asset Management
896
Fisher Asset Management
Washington
$253K +$239K +1,038 New
FFA
897
Founders Financial Alliance
North Carolina
$253K +$35.5K +154 +17%
WS
898
Wedbush Securities
California
$253K – – –
SI
899
Saxon Interests
Texas
$252K – – –
VAS
900
Vestmark Advisory Solutions
Massachusetts
$251K +$237K +1,029 New
34 35
36
37 38

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.