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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 %
DWM
301
Destination Wealth Management
California
$4.61M 17,574 -53 -0.3%
HTC
302
Haverford Trust Company
Pennsylvania
$4.59M 17,514 +14,740 +531%
PFA
303
Pure Financial Advisors
California
$4.58M 17,469 -505 -3%
FA
304
Fiducient Advisors
Illinois
$4.58M 17,448 +16,233 +1,336%
LW
305
Linscomb Wealth
Texas
$4.57M 17,432 -1,256 -7%
RBC
306
Roble Belko & Company
Pennsylvania
$4.55M 17,333 -160 -0.9%
FC
307
FCA Corp
Texas
$4.54M 17,312 -286 -2%
PCMC
308
Private Capital Management (Colorado)
Colorado
$4.53M 17,266 -1,740 -9%
SIA
309
Strategic Investment Advisors
Michigan
$4.52M 17,249 -722 -4%
WC
310
Waterloo Capital
Texas
$4.47M 17,047 +17,047 New
Financial Engines Advisors
311
Financial Engines Advisors
California
$4.46M 17,016 -9,644 -36%
RFC
312
Regions Financial Corp
Alabama
$4.44M 16,923 -116 -0.7%
WSTAM
313
Wilbanks Smith & Thomas Asset Management
Virginia
$4.41M 16,797 +681 +4%
TG
314
TCW Group
California
$4.39M 16,751 +16,751 New
EWA
315
EP Wealth Advisors
California
$4.38M 16,691 +572 +4%
CG
316
Cutler Group
California
$4.36M 16,617 +16,617 New
RVPG
317
Relative Value Partners Group
$4.28M 16,334 +1,274 +8%
AllianceBernstein
318
AllianceBernstein
Tennessee
$4.23M 16,143 +119 +0.7%
CAG
319
Csenge Advisory Group
Florida
$4.23M 16,128 +455 +3%
DAS
320
Dynamic Advisor Solutions
Arizona
$4.2M 16,271 +2,784 +21%
LTL
321
Lowery Thomas LLC
California
$4.19M 15,984 +110 +0.7%
MFT
322
Moisand Fitzgerald Tamayo
Florida
$4.18M 15,944 -56 -0.4%
DADC
323
D.A. Davidson & Co
Montana
$4.16M 15,857 -68 -0.4%
ST
324
Sageworth Trust
Pennsylvania
$4.16M 15,853 – –
BRWA
325
B. Riley Wealth Advisors
Florida
$4.16M 15,846 -81 -0.5%
11 12
13
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