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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 %
FPCP
251
Fort Point Capital Partners
California
$7.08M 26,998 -1,581 -6%
CMBA
252
C.M. Bidwell & Associates
Hawaii
$7.08M 26,990 +205 +0.8%
AC
253
Avestar Capital
New York
$7.05M 26,887 -5,441 -17%
SC
254
Sepio Capital
Utah
$7.02M 26,755 -24 -0.1%
FHB
255
First Hawaiian Bank
Hawaii
$7.01M 26,725 +205 +0.8%
IAN
256
Integrated Advisors Network
Texas
$7.01M 26,710 +3,304 +14%
GC
257
Garde Capital
Washington
$6.94M 26,460 +4,066 +18%
MCM
258
MV Capital Management
Maryland
$6.93M 26,441 +1,197 +5%
SWPG
259
Strategic Wealth Partners Group
Illinois
$6.87M 26,193 -152 -0.6%
CS
260
Cannell & Spears
New York
$6.82M 26,005 – –
Lido Advisors
261
Lido Advisors
California
$6.77M 25,800 -447 -2%
LGWM
262
Litman Gregory Wealth Management
California
$6.75M 25,736 -296 -1%
HWM
263
HB Wealth Management
Georgia
$6.73M 25,657 -50 -0.2%
ITIM
264
Indiana Trust & Investment Management
Indiana
$6.71M 25,598 – –
AIA
265
Arcadia Investment Advisors
Idaho
$6.63M 25,283 -142 -0.6%
HI
266
Humankind Investments
New York
$6.57M 25,070 +25,070 New
CIC
267
Chilton Investment Company
Connecticut
$6.44M 24,550 +3,300 +16%
AWE
268
Avidian Wealth Enterprises
Texas
$6.41M 24,455 +1,233 +5%
SW
269
SVB Wealth
Massachusetts
$6.16M 23,506 +5,499 +31%
CWP
270
Cyndeo Wealth Partners
Florida
$6.11M 23,307 +23,307 New
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$6M 22,896 -144 -0.6%
AAS
272
Avantax Advisory Services
Texas
$5.96M 22,743 +1,686 +8%
KA
273
Klingman & Associates
New York
$5.8M 22,103 -20 -0.1%
HW
274
Hancock Whitney
Mississippi
$5.78M 22,058 +19,442 +743%
RIS
275
Retirement Income Solutions
Michigan
$5.66M 21,592 -459 -2%
9 10
11
12 13