iShares Russell 1000 ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$576M |
| 2 |
JP Morgan Chase
New York
|
+$298M |
| 3 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$99.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$73.3M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$55.6M |
Top Sellers
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.