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iShares Russell 1000 ETF
IWB

1,215 hedge funds and large institutions have $26B invested in iShares Russell 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 381 increasing their positions, 375 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $23.2B → $26B (+$2.78B)

11% more funds holding

Funds holding: 1,093 → 1,215 (+122)

4% more funds holding in top 10

Funds holding in top 10: 92 → 96 (+4)

2% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 375

0.07% less ownership

Funds ownership: 79.78% → 79.71% (-0.07%)

21% less call options, than puts

Call options by funds: $24.8M | Put options by funds: $31.4M

Holders
1,215
Holders Change
+122
Holders Change %
+11.16%
% of All Funds
17.69%
Holding in Top 10
96
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.35%
% of All Funds
1.4%
New
178
Increased
381
Reduced
375
Closed
38
Calls
$24.8M
Puts
$31.4M
Net Calls
-$6.59M
Net Calls Change
-$20.2M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$298M
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$99.9M
3
Bank of America
Bank of America
North Carolina
+$73.3M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$55.6M
5
Millennium Management
Millennium Management
New York
+$50.2M

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

IWB Hedge Fund Activity: Q4 2023 in Review

1,215 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2023, worth a combined $26B — up 12% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new IWB positions and 38 closed out — a net gain of 140 holders — while 381 added to existing stakes and 375 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $298M. The largest seller was BlackRock, cutting an estimated $155M.

  • 1,215 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2023, up from 1,093 in Q3 2023.
  • Funds reported $26B of iShares Russell 1000 ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 178 funds opened new iShares Russell 1000 ETF positions in Q4 2023 and 38 closed out, a net change of +140 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $298M 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.