iShares Russell 1000 ETF
1,060 hedge funds and large institutions have $22.5B invested in iShares Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 289 increasing their positions, 414 reducing their positions, and 72 closing their positions.
463% more call options, than puts
Call options by funds: $9.21M | Put options by funds: $1.64M
17.09% more ownership
Funds ownership: 82.11% → 99.19% (+17%)
14% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 72
1% less capital invested
Capital invested by funds: $22.8B → $22.5B (-$287M)
1% less funds holding
Funds holding: 1,074 → 1,060 (-14)
5% less funds holding in top 10
Funds holding in top 10: 97 → 92 (-5)
30% less repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 414
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.99B |
| 2 |
Goldman Sachs
New York
|
+$132M |
| 3 |
Cerity Partners
New York
|
+$117M |
| 4 |
JP Morgan Chase
New York
|
+$108M |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$306M |
| 2 |
BlackRock
New York
|
-$223M |
| 3 |
CCA
Column Capital Advisors
Indianapolis,
Indiana
|
-$220M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$116M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$107M |
IWB Hedge Fund Activity: Q1 2023 in Review
1,060 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2023, worth a combined $22.5B — down 1.3% from $22.8B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IWB positions and 72 closed out — a net gain of 10 holders — while 289 added to existing stakes and 414 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.99B. The largest seller was Bank of America, cutting an estimated $306M.
- 1,060 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2023, down from 1,074 in Q4 2022.
- Funds reported $22.5B of iShares Russell 1000 ETF stock for Q1 2023, down 1.3% quarter-over-quarter.
- 82 funds opened new iShares Russell 1000 ETF positions in Q1 2023 and 72 closed out, a net change of +10 holders.
- The largest iShares Russell 1000 ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $4.99B added.
- The largest iShares Russell 1000 ETF seller in Q1 2023 was Bank of America, an estimated $306M sold.
Based on aggregated 13F filings for Q1 2023.