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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.

New
Increased
Maintained
Reduced
Closed
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 %
AG
376
Ascent Group
Virginia
$2.92M -$198K -717 -6%
GAG
377
GM Advisory Group
New York
$2.91M -$150K -571 -5%
OP
378
ORG Partners
Indiana
$2.89M -$144K -550 -5%
FIM
379
Fernwood Investment Management
Massachusetts
$2.89M -$309K -1,180 -10%
PSA
380
Plum Street Advisors
Louisiana
$2.86M +$2.86M +10,906 New
AI
381
Accredited Investors
Minnesota
$2.85M – – –
EK
382
Evensky & Katz
Florida
$2.84M +$22.6K +86 +0.8%
PGFC
383
Peapack-Gladstone Financial Corp
New Jersey
$2.83M -$160K -610 -5%
RWMH
384
Riverpoint Wealth Management Holdings
Illinois
$2.79M +$22K +84 +0.8%
CWM
385
Cranbrook Wealth Management
Michigan
$2.79M -$45.9K -175 -2%
FWTB
386
First Western Trust Bank
Colorado
$2.79M -$26.8M -102,333 -91%
LDB
387
Lee, Danner & Bass
Tennessee
$2.77M +$1.71M +6,525 +162%
MWS
388
Maxwell Wealth Strategies
California
$2.76M +$2.76M +10,539 New
CIS
389
Custom Index Systems
New York
$2.76M +$2.76M +10,516 New
BFG
390
Beacon Financial Group
Texas
$2.75M +$220K +837 +9%
CWP
391
CFM Wealth Partners
Texas
$2.74M +$59.5K +227 +2%
MBT
392
Montecito Bank & Trust
California
$2.72M +$307K +1,172 +13%
AI
393
Atria Investments
North Carolina
$2.71M +$138K +525 +5%
BNP Paribas Financial Markets
394
BNP Paribas Financial Markets
France
$2.71M -$918K -3,500 -25%
SCA
395
Snowden Capital Advisors
New York
$2.7M +$2.7M +10,305 New
ASN
396
Advisory Services Network
Georgia
$2.69M -$286K -1,091 -10%
SVWAG
397
Sound View Wealth Advisors Group
Georgia
$2.69M +$126K +479 +5%
CSPIA
398
Cary Street Partners Investment Advisory
Virginia
$2.68M +$2.56M +9,757 +2,085%
RCAG
399
Rehmann Capital Advisory Group
Michigan
$2.68M +$47.5K +181 +2%
GCA
400
Genesee Capital Advisors
New York
$2.67M +$2.67M +10,162 New
14 15
16
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