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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
LMKC
901
L.M. Kohn & Company
Ohio
$350K +$5.39K +22 +2%
PAMG
902
Patton Albertson Miller Group
Tennessee
$349K – – –
Fisher Asset Management
903
Fisher Asset Management
Washington
$346K +$322K +1,317 New
FAT
904
First American Trust
California
$345K -$11.3K -46 -3%
TCM
905
Traynor Capital Management
Pennsylvania
$343K -$245K -1,000 -43%
BWL
906
Bogart Wealth LLC
Virginia
$342K – – –
PCM
907
Pointe Capital Management
Michigan
$340K -$44.1K -180 -12%
PWM
908
PBMares Wealth Management
Virginia
$340K – – –
BWCS
909
Beirne Wealth Consulting Services
Connecticut
$339K -$111K -453 -26%
NC
910
Napatree Capital
Rhode Island
$336K +$314K +1,281 New
AAS
911
Annex Advisory Services
Wisconsin
$331K -$16.9K -69 -5%
FM
912
Foster & Motley
Ohio
$330K +$979 +4 +0.3%
Capital International Investors
913
Capital International Investors
California
$328K +$305K +1,246 New
AB
914
Atlas Brown
Kentucky
$325K – – –
GWM
915
Geneos Wealth Management
Colorado
$324K -$109K -447 -27%
First Manhattan
916
First Manhattan
New York
$321K – – –
AWP
917
Abacus Wealth Partners
California
$320K -$3.43K -14 -1%
DIA
918
Dana Investment Advisors
Wisconsin
$320K +$299K +1,221 New
IW
919
Imprint Wealth
South Carolina
$317K -$2.2K -9 -0.8%
MCM
920
Maple Capital Management
Vermont
$317K – – –
CNFG
921
Creegan & Nassoura Financial Group
New Hampshire
$315K – – –
SAM
922
Summit Asset Management
Tennessee
$315K – – –
VFG
923
V2 Financial group
Illinois
$315K – – –
WCWM
924
Willow Creek Wealth Management
California
$312K – – –
VCP
925
Vista Capital Partners
Oregon
$310K – – –
35 36
37
38 39

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.