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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
NS
951
NBC Securities
Alabama
$280K -$8.08K -33 -3%
LC
952
LCNB Corp
Ohio
$279K – – –
MAWA
953
Moss Adams Wealth Advisors
Washington
$279K – – –
JWM
954
JPL Wealth Management
Colorado
$276K +$258K +1,054 New
EE
955
EWG Elevate
California
$276K – – –
KWS
956
Keystone Wealth Services
California
$273K +$979 +4 +0.4%
IAG
957
Investmark Advisory Group
Connecticut
$271K +$1.96K +8 +0.8%
WFA
958
Wellspring Financial Advisors
Ohio
$271K +$1.96K +8 +0.8%
SI
959
Saxon Interests
Texas
$271K +$253K +1,033 New
ECM
960
Evergreen Capital Management
Washington
$270K – – –
MCA
961
MSH Capital Advisors
Arizona
$264K – – –
BA
962
Bristlecone Advisors
Washington
$262K +$245 +1 +0.1%
AG
963
Advocate Group
Minnesota
$262K – – –
GJIA
964
Glass Jacobson Investment Advisors
Maryland
$261K +$58K +237 +31%
KWMG
965
King Wealth Management Group
Florida
$261K -$2.2K -9 -0.9%
HWM
966
Howard Wealth Management
Connecticut
$261K -$24.5K -100 -9%
HR
967
Hardy Reed
Mississippi
$260K – – –
Tudor Investment Corp
968
Tudor Investment Corp
Connecticut
$258K +$241K +984 New
CPCM
969
Cardinal Point Capital Management
Ontario, Canada
$257K – – –
CCM
970
Cambridge Capital Management
Illinois
$256K +$239K +978 New
SAM
971
S.A. Mason
Michigan
$256K – – –
KIA
972
KCM Investment Advisors
California
$256K +$21.3K +87 +10%
RFG
973
Range Financial Group
Oregon
$255K – – –
FWM
974
FFT Wealth Management
Pennsylvania
$255K +$1.22K +5 +0.5%
BIA
975
Bigelow Investment Advisors
Maine
$254K – – –
37 38
39
40 41

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.