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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
CFD
1076
Creative Financial Designs
Indiana
$179K +$490 +2 +0.3%
PK
1077
Pflug Koory
Nebraska
$177K -$5.88K -24 -3%
IFAM
1078
Institutional & Family Asset Management
Colorado
$172K -$25.2K -103 -14%
FCMT
1079
Founders Capital Management (Texas)
Texas
$171K – – –
SVCP
1080
Silicon Valley Capital Partners
California
$171K +$1.22K +5 +0.8%
BTI
1081
Blue Trust Inc
Georgia
$171K +$42.8K +175 +32%
NG
1082
NWK Group
California
$168K – – –
GI
1083
GAMMA Investing
California
$165K +$152K +622 New
MCM
1084
MidAtlantic Capital Management
Virginia
$163K +$152K +621 New
POIA
1085
Pin Oak Investment Advisors
Texas
$157K – – –
HGA
1086
Hobbs Group Advisors
South Carolina
$156K +$146K +595 New
RFG
1087
RFP Financial Group
Georgia
$153K – – –
FCG
1088
Financial Connections Group
California
$152K +$143K +582 New
LC
1089
Lindbrook Capital
California
$151K – – –
MRCM
1090
M&R Capital Management
New Jersey
$150K – – –
HF
1091
Halpern Financial
Virginia
$148K +$38.2K +156 +37%
RIL
1092
Rothschild Investment LLC
Illinois
$148K +$138K +564 New
LCM
1093
Logan Capital Management
Pennsylvania
$144K – – –
BCM
1094
Blume Capital Management
California
$144K -$10.3K -42 -7%
NCM
1095
Northwest Capital Management
Oregon
$142K +$979 +4 +0.7%
CSB
1096
City State Bank
Iowa
$138K – – –
AIM
1097
Arcadia Investment Management
Michigan
$138K – – –
TCA
1098
Trifecta Capital Advisors
Illinois
$131K – – –
IGWM
1099
ICA Group Wealth Management
Colorado
$126K +$117K +479 New
CMA
1100
Cedar Mountain Advisors
Oregon
$125K – – –
42 43
44
45 46

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.