We are live on ! Find out more
IWB icon

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
PWMG
976
Prestige Wealth Management Group
New Jersey
$253K -$6.12K -25 -3%
AAG
977
Armstrong Advisory Group
Massachusetts
$253K – – –
CGA
978
Crescent Grove Advisors
Illinois
$253K – – –
MWA
979
Moser Wealth Advisors
Washington
$253K +$13.7K +56 +6%
RCM
980
Richardson Capital Management
Wisconsin
$253K +$236K +963 New
FS
981
Ferguson Shapiro
Georgia
$252K -$10.2M -41,456 -98%
AFC
982
AFT Forsyth & Company
Florida
$251K -$3.18K -13 -1%
GC
983
Gibson Capital
Pennsylvania
$251K – – –
FC
984
Fulcrum Capital
Washington
$251K – – –
IAA
985
Independent Advisor Alliance
North Carolina
$250K – – –
DAM
986
Delta Asset Management
Tennessee
$249K – – –
FNWM
987
Financial Network Wealth Management
Utah
$249K – – –
EWA
988
Etesian Wealth Advisors
Oregon
$247K – – –
FTDI
989
First Trust Direct Indexing
Massachusetts
$246K +$1.71K +7 +0.8%
NB
990
NBT Bank
New York
$246K +$735 +3 +0.3%
UAG
991
United Advisor Group
Ohio
$245K +$228K +933 New
SAF
992
Smith Anglin Financial
Texas
$242K -$490 -2 -0.2%
MWP
993
Madison Wealth Partners
Wisconsin
$242K – – –
WFA
994
Wade Financial Advisory
California
$241K +$225K +920 New
BMD
995
Better Money Decisions
New Mexico
$241K +$490 +2 +0.2%
KCM
996
Kendall Capital Management
Maryland
$240K -$8.57K -35 -4%
AWP
997
Accretive Wealth Partners
New Jersey
$240K – – –
WRPWM
998
Werba Rubin Papier Wealth Management
California
$240K – – –
ODFS
999
O'Donnell Financial Services
California
$240K – – –
JWS
1000
Juncture Wealth Strategies
Arizona
$239K – – –
38 39
40
41 42

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.