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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,206 hedge funds and large institutions have $26.6B invested in iShares Russell 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 382 increasing their positions, 372 reducing their positions, and 38 closing their positions.

Holders
1,206
Holders Change
+118
Holders Change %
+10.85%
% of All Funds
17.68%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.39%
New
174
Increased
382
Reduced
372
Closed
38
Calls
$24.8M
Puts
$31.4M
Net Calls
-$6.59M
Net Calls Change
-$20.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.24B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$458M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$304M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$163M
5
RhumbLine Advisers
5
RhumbLine Advisers
Massachusetts
$195M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.05B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$207M
4
WAG
4
Winthrop Advisory Group
Massachusetts
$15.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
226
WealthSource Partners
California
$8.64M 32,945 +11,152 +51%
HC
227
Hamilton Capital
Ohio
$8.6M 32,804 – –
YIA
228
YHB Investment Advisors
Connecticut
$8.52M 32,482 +1,795 +6%
OFG
229
Omega Financial Group
California
$8.51M 32,450 -1,623 -5%
SAM
230
Silvercrest Asset Management
New York
$8.49M 32,375 -75 -0.2%
AFP
231
Ausdal Financial Partners
Iowa
$8.39M 31,996 -1,764 -5%
NC
232
NewSquare Capital
Pennsylvania
$8.24M 31,417 +571 +2%
SSB
233
Sandy Spring Bank
Maryland
$8.24M 31,409 -1,360 -4%
AWS
234
Atria Wealth Solutions
New York
$8.12M 30,979 +3,156 +11%
HSA
235
HBK Sorce Advisory
Pennsylvania
$8.1M 30,869 -272 -0.9%
QCG
236
Quadrant Capital Group
Ohio
$8.09M 30,846 -1,015 -3%
PFBT
237
Parkside Financial Bank & Trust
Missouri
$8.04M 30,670 -32 -0.1%
CA
238
Cetera Advisors
Colorado
$7.88M 30,064 +923 +3%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$7.88M 30,046 +13,200 +78%
ANBT
240
American National Bank & Trust
Texas
$7.8M 29,760 – –
FCM
241
Firestone Capital Management
Florida
$7.8M 29,730 +35 +0.1%
CG
242
Caprock Group
Idaho
$7.73M 29,456 +2 +0%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$7.7M 29,346 +2,800 +11%
FC
244
Fiduciary Counselling
Minnesota
$7.67M 29,245 – –
SFG
245
StrategIQ Financial Group
Indiana
$7.64M 29,125 -2,255 -7%
CWA
246
CM Wealth Advisors
Ohio
$7.34M 27,971 – –
NSIM
247
North Star Investment Management
Illinois
$7.3M 27,820 – –
CWM
248
Circle Wealth Management
New Jersey
$7.17M 27,342 +209 +0.8%
FCA
249
FinTrust Capital Advisors
South Carolina
$7.14M 27,213 +6,636 +32%
SIA
250
Stegner Investment Associates
Kentucky
$7.09M 27,042 +1,738 +7%
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