iShares Russell 1000 ETF
1,105 hedge funds and large institutions have $24.4B invested in iShares Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 295 increasing their positions, 399 reducing their positions, and 35 closing their positions.
163% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 35
4% more funds holding
Funds holding: 1,063 → 1,105 (+42)
3% more funds holding in top 10
Funds holding in top 10: 93 → 96 (+3)
19.74% less ownership
Funds ownership: 99.26% → 79.52% (-20%)
26% less repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 399
87% less capital inflows, than outflows
Capital inflows: $809M | Capital outflows: $6.3B
91% less call options, than puts
Call options by funds: $13M | Put options by funds: $140M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$151M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$108M |
| 3 |
Morgan Stanley
New York
|
+$99.1M |
| 4 |
JP Morgan Chase
New York
|
+$52.8M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$49.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.36B |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$133M |
| 3 |
BlackRock
New York
|
-$124M |
| 4 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$89M |
| 5 |
Geisinger Health
Danville,
Pennsylvania
|
-$51.6M |
IWB Hedge Fund Activity: Q2 2023 in Review
1,105 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2023, worth a combined $24.4B — up 8.4% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new IWB positions and 35 closed out — a net gain of 57 holders — while 295 added to existing stakes and 399 trimmed.
The largest buyer was Millennium Management, adding an estimated $151M. The largest seller was Envestnet Asset Management, cutting an estimated $5.36B.
- 1,105 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2023, up from 1,063 in Q1 2023.
- Funds reported $24.4B of iShares Russell 1000 ETF stock for Q2 2023, up 8.4% quarter-over-quarter.
- 92 funds opened new iShares Russell 1000 ETF positions in Q2 2023 and 35 closed out, a net change of +57 holders.
- The largest iShares Russell 1000 ETF buyer in Q2 2023 was Millennium Management, an estimated $151M added.
- The largest iShares Russell 1000 ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $5.36B sold.
Based on aggregated 13F filings for Q2 2023.