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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 %
FGAM
426
Financial Gravity Asset Management
Texas
$2.31M +$866K +1,278 +60%
MG
427
Mather Group
Illinois
$2.29M -$22.6K -86 -1%
BMCM
428
Bryn Mawr Capital Management
Pennsylvania
$2.27M +$134K +511 +6%
ST
429
Sabal Trust
Florida
$2.26M – – –
CW
430
Connectus Wealth
Ohio
$2.25M -$38K -145 -2%
TFM
431
TFC Financial Management
Massachusetts
$2.25M -$193K -735 -8%
RTL
432
Red Tortoise LLC
Georgia
$2.25M +$17.6K +67 +0.8%
EIP
433
Ellis Investment Partners
Pennsylvania
$2.24M +$9.18K +35 +0.4%
WF
434
Welch & Forbes
Massachusetts
$2.24M -$85.2K -325 -4%
BBHC
435
Brown Brothers Harriman & Co
New York
$2.22M – – –
AIM
436
Acropolis Investment Management
Missouri
$2.2M – – –
PAS
437
Park Avenue Securities
New York
$2.19M +$699K +2,665 +47%
FWCM
438
Ferguson Wellman Capital Management
Oregon
$2.19M +$5.51K +21 +0.3%
CG
439
Corundum Group
Colorado
$2.18M -$12.9K -49 -0.6%
AF
440
Allworth Financial
California
$2.18M -$1.59M -6,059 -42%
JWBC
441
John W. Brooker & Co
California
$2.17M -$5.25K -20 -0.2%
BMC
442
Bear Mountain Capital
Washington
$2.17M +$2.17M +8,296 New
SMC
443
Smith, Moore & Co
Missouri
$2.14M -$118K -454 -5%
Lazard Asset Management
444
Lazard Asset Management
New York
$2.13M +$40.7K +155 +2%
KA
445
Kovack Advisors
Florida
$2.12M -$51.4K -196 -2%
JIR
446
James Investment Research
Ohio
$2.08M -$236K -900 -10%
EBA
447
Eagle Bay Advisors
New York
$2.05M – – –
SFG
448
Sage Financial Group
Pennsylvania
$2.05M +$42K +160 +2%
JWM
449
JFG Wealth Management
Colorado
$2.02M +$16.3K +62 +0.8%
MFIM
450
Mesirow Financial Investment Management
Illinois
$2.02M +$2.02M +7,703 New
16 17
18
19 20