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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 %
PCM
451
Parsons Capital Management
Rhode Island
$2.01M +$1.18M +4,489 +141%
FT
452
Fiduciary Trust
Massachusetts
$2.01M – – –
MFS
453
McNamara Financial Services
Massachusetts
$2M +$66.9K +255 +3%
CSWM
454
Cassady Schiller Wealth Management
Ohio
$1.99M +$625K +2,384 +46%
BAMG
455
Brand Asset Management Group
Missouri
$1.98M +$96.8K +369 +5%
Fiera Capital (Canada)
456
Fiera Capital (Canada)
Quebec, Canada
$1.98M -$132K -505 -6%
MWP
457
MYCIO Wealth Partners
Pennsylvania
$1.97M +$11K +42 +0.6%
NCM
458
Next Capital Management
New York
$1.95M -$42.2K -161 -2%
AQR Capital Management
459
AQR Capital Management
Connecticut
$1.95M +$1.95M +7,417 New
CW
460
CreativeOne Wealth
Kansas
$1.94M +$1.66M +6,316 +584%
AC
461
Abbrea Capital
California
$1.94M – – –
CWM
462
Curi Wealth Management
North Carolina
$1.93M +$14.9K +57 +0.8%
CWM
463
Castle Wealth Management
Florida
$1.92M – – –
EFG
464
Everhart Financial Group
Ohio
$1.9M +$1.9M +7,234 New
OFS
465
Orrstown Financial Services
Pennsylvania
$1.89M +$1.89M +7,217 New
GAM
466
Gemmer Asset Management
California
$1.89M -$42K -160 -2%
TFGT
467
TS Financial Group (TSFG)
Illinois
$1.88M -$365K -1,393 -16%
RSS
468
Rosenblum Silverman Sutton
California
$1.86M +$7.87K +30 +0.4%
CWA
469
Capital Wealth Alliance
Arizona
$1.84M +$28.8K +110 +2%
IRC
470
Investors Research Corp
Georgia
$1.84M -$76.8K -293 -4%
SCM
471
Stordahl Capital Management
Colorado
$1.83M -$7.87K -30 -0.4%
SWA
472
Stratos Wealth Advisors
Ohio
$1.83M +$73.7K +281 +4%
GG
473
GenWealth Group
New Jersey
$1.83M -$173K -661 -9%
PA
474
Parallel Advisors
California
$1.82M +$51.7K +197 +3%
JJBC
475
James J. Burns & Company
New York
$1.81M -$68.7K -262 -4%
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