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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 %
ATI
476
ARK & TLK Investments
Oklahoma
$1.81M +$1.81M +6,898 New
LC
477
Landaas & Company
Wisconsin
$1.81M +$363K +1,386 +25%
HIP
478
HUB Investment Partners
Texas
$1.8M +$1.57M +5,974 +664%
FFM
479
Forum Financial Management
Illinois
$1.79M -$36.2K -138 -2%
FPF
480
First Pacific Financial
Washington
$1.78M +$41.7K +159 +2%
BFM
481
Broadview Financial Management
Wisconsin
$1.78M -$31.2K -119 -2%
SB
482
Simmons Bank
Arkansas
$1.76M -$106K -406 -6%
BBW
483
Blue Barn Wealth
Utah
$1.74M +$3.15K +12 +0.2%
KPWS
484
Kestra Private Wealth Services
Texas
$1.72M +$418K +1,592 +32%
CFA
485
Cahill Financial Advisors
Minnesota
$1.72M – – –
Jane Street
486
Jane Street
New York
$1.72M +$270K +1,031 +19%
WAM
487
Weiss Asset Management
Massachusetts
$1.7M +$1.7M +6,480 New
CGPCS
488
Capital Group Private Client Services
California
$1.7M -$19.1K -73 -1%
ALWM
489
Andrews Lucia Wealth Management
California
$1.69M – – –
DWT
490
Dorsey & Whitney Trust
South Dakota
$1.69M +$366K +1,395 +28%
MFGP
491
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.68M +$6.29K +24 +0.4%
WB
492
Webster Bank
Connecticut
$1.68M – – –
SSA
493
Schonfeld Strategic Advisors
New York
$1.67M +$1.67M +6,370 New
VPP
494
Vertex Planning Partners
Illinois
$1.66M – – –
CCT
495
Capital City Trust
Florida
$1.65M -$4.46K -17 -0.3%
TAM
496
Townsend Asset Management
North Carolina
$1.65M +$4.46K +17 +0.3%
ABC
497
Associated Banc-Corp
Wisconsin
$1.65M -$1.05K -4 -0.1%
SA
498
Strategic Advisors
New York
$1.64M -$95.2K -363 -5%
FAIM
499
Financial Advocates Investment Management
Washington
$1.64M +$1.64M +50,707 New
RPC
500
Rossmore Private Capital
Connecticut
$1.61M -$62.2K -237 -4%
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