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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
RhumbLine Advisers
3
RhumbLine Advisers
Massachusetts
$195M
4
Bank of America
4
Bank of America
North Carolina
$987M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.2B

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 Holding Trade Value Shares
Change 		Shares
Change %
PFS
351
Prospera Financial Services
Texas
$3.52M +$2.51M +9,560 +247%
AF
352
Apexium Financial
Texas
$3.49M +$575K +2,194 +20%
CF
353
Corrigan Financial
Rhode Island
$3.45M -$6.03K -23 -0.2%
SFS
354
Security Financial Services
Indiana
$3.44M -$545K -2,079 -14%
MWM
355
Mission Wealth Management
California
$3.38M +$210K +802 +7%
AC
356
Apella Capital
Connecticut
$3.32M +$2.94M +11,400 +755%
APF
357
Alaska Permanent Fund
Alaska
$3.32M – – –
FMWA
358
Forvis Mazars Wealth Advisors
Missouri
$3.32M -$97.3K -371 -3%
LI
359
LMCG Investments
Massachusetts
$3.29M +$26K +99 +0.8%
BAM
360
Belpointe Asset Management
Nevada
$3.24M +$2.42M +9,236 +296%
MHS
361
M Holdings Securities
Oregon
$3.24M +$525 +2 +0%
HH
362
Hilltop Holdings
Texas
$3.2M +$91.5K +349 +3%
PL
363
Plancorp LLC
Missouri
$3.17M +$340K +1,296 +12%
GIA
364
Guyasuta Investment Advisors
Pennsylvania
$3.12M – – –
HIS
365
Horizon Investment Services
Indiana
$3.08M -$8.92K -34 -0.3%
PFM
366
Phillips Financial Management
Indiana
$3.06M -$15.2K -58 -0.5%
SB
367
Strategic Blueprint
Georgia
$3.04M +$847K +3,230 +39%
HHRDM
368
H&H Retirement Design & Management
Nevada
$3.03M -$181K -660 -6%
DWM
369
Dakota Wealth Management
Florida
$3.02M -$1.15M -4,370 -28%
SHGA
370
Sand Hill Global Advisors
California
$3.01M -$56.9K -217 -2%
FCH
371
Freestone Capital Holdings
Washington
$3M +$888K +3,386 +42%
RWP
372
RWA Wealth Partners
Massachusetts
$2.98M +$1.23M +4,684 +70%
Natixis Advisors
373
Natixis Advisors
Massachusetts
$2.98M -$189K -720 -6%
TFF
374
The Family Firm
Maryland
$2.96M -$53.5K -204 -2%
PCM
375
Pennsylvania Capital Management
Pennsylvania
$2.94M – – –
13 14
15
16 17