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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
IAG
901
Investmark Advisory Group
Connecticut
$250K +$691 +3 +0.3%
WFA
902
Wellspring Financial Advisors
Ohio
$250K +$691 +3 +0.3%
KCM
903
Kendall Capital Management
Maryland
$248K – – –
KWS
904
Keystone Wealth Services
California
$248K +$230 +1 +0.1%
EWM
905
Endurance Wealth Management
Rhode Island
$244K – – –
AG
906
Advocate Group
Minnesota
$244K – – –
BIA
907
Bigelow Investment Advisors
Maine
$243K – – –
BHWA
908
Beacon Harbor Wealth Advisors
Virginia
$242K – – –
PCA
909
Prosperity Capital Advisors
Ohio
$242K -$39.1K -170 -15%
FNWM
910
Financial Network Wealth Management
Utah
$239K – – –
FFBTD
911
First Financial Bank - Trust Division
Ohio
$239K -$1.84K -8 -0.8%
CPCM
912
Cardinal Point Capital Management
Ontario, Canada
$239K – – –
RFG
913
Range Financial Group
Oregon
$237K – – –
AFC
914
AFT Forsyth & Company
Florida
$237K +$461 +2 +0.2%
AAS
915
Ameritas Advisory Services
Nebraska
$236K -$151K -654 -40%
FWM
916
FFT Wealth Management
Pennsylvania
$236K +$230 +1 +0.1%
AAG
917
Armstrong Advisory Group
Massachusetts
$235K – – –
CGA
918
Crescent Grove Advisors
Illinois
$235K +$222K +965 New
GC
919
Gibson Capital
Pennsylvania
$234K – – –
FC
920
Fulcrum Capital
Washington
$233K – – –
HS
921
Horan Securities
United States
$233K +$461 +2 +0.2%
AWA
922
Amplius Wealth Advisors
Pennsylvania
$233K -$9.21K -40 -4%
SHFP
923
Second Half Financial Partners
Florida
$232K +$220K +954 New
IAA
924
Independent Advisor Alliance
North Carolina
$232K – – –
MWP
925
Meridian Wealth Partners
Pennsylvania
$232K – – –
35 36
37
38 39

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.