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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
Morgan Stanley
New York
$1.24B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$458M
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$195M
4
Bank of America
Bank of America
North Carolina
$987M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$2.2B

Top Sellers

1
BlackRock
BlackRock
New York
$1.05B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$207M
4
WAG
Winthrop Advisory Group
Massachusetts
$15.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
401
Chicago Partners Investment Group
Illinois
$2.66M +$534 +2 +0%
LSA
402
Lansing Street Advisors
Pennsylvania
$2.66M +$2.66M +10,142 New
ACI
403
Alpha Cubed Investments
California
$2.62M -$160K -610 -6%
AWM
404
AE Wealth Management
Kansas
$2.62M -$14.5M -54,123 -85%
RWG
405
Regal Wealth Group
California
$2.6M +$772 +3 +0%
OWA
406
One Wealth Advisors
California
$2.57M +$1.57M +5,977 +156%
GIA
407
GHP Investment Advisors
Colorado
$2.57M +$3.67K +14 +0.1%
CCA
408
Checchi Capital Advisers
California
$2.57M +$1.34M +5,100 +109%
WCF
409
West Coast Financial
California
$2.56M -$57.7K -220 -2%
IA
410
IFG Advisors
Missouri
$2.54M +$605K +2,306 +31%
MFG
411
Merit Financial Group
Georgia
$2.53M +$130K +497 +5%
HCMT
412
Highland Capital Management (Tennessee)
Tennessee
$2.52M +$82.6K +315 +3%
KFP
413
KMG Fiduciary Partners
Ohio
$2.52M – – –
TAM
414
Tocqueville Asset Management
New York
$2.5M -$2.14M -8,175 -46%
GWANC
415
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.49M +$75.5K +288 +3%
Vanguard Group
416
Vanguard Group
Pennsylvania
$2.45M +$333K +1,270 +16%
AWM
417
Angeles Wealth Management
California
$2.42M – – –
MCM
418
Manchester Capital Management
Vermont
$2.41M – – –
HWA
419
Hillcrest Wealth Advisors
New Jersey
$2.39M -$26.2K -100 -1%
MA
420
Mutual Advisors
Nebraska
$2.38M -$306K -1,168 -11%
LWA
421
LWS Wealth Advisors
New Jersey
$2.38M -$74K -282 -3%
LNC
422
Lincoln National Corp
Pennsylvania
$2.35M +$32K +122 +1%
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$2.35M +$35.1K +134 +2%
DT
424
Diversified Trust
Tennessee
$2.32M -$2.1K -8 -0.1%
CWM
425
Calamos Wealth Management
Illinois
$2.31M -$355K -1,355 -13%
15 16
17
18 19