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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 %
IA
501
IFP Advisors
Florida
$1.61M +$15.5K +59 +1%
PPWP
502
Premier Path Wealth Partners
New Jersey
$1.61M +$1.61M +6,136 New
TI
503
Trexquant Investment
Connecticut
$1.61M -$640K -2,442 -28%
WW
504
Westshore Wealth
California
$1.61M -$118K -450 -7%
ATC
505
Argent Trust Co
Tennessee
$1.6M -$27.8K -106 -2%
RWA
506
River Wealth Advisors
Pennsylvania
$1.6M – – –
NAM
507
NorthCrest Asset Manangement
Minnesota
$1.59M -$97K -370 -6%
CT
508
Coastline Trust
Rhode Island
$1.58M +$197K +750 +14%
CA
509
Cornerstone Advisory
Maryland
$1.57M +$2.1K +8 +0.1%
MFA
510
Mayflower Financial Advisors
Massachusetts
$1.57M +$30.2K +115 +2%
HPM
511
Hoxton Planning & Management
West Virginia
$1.56M +$499K +1,904 +47%
ACM
512
Ardent Capital Management
Ohio
$1.55M – – –
GL
513
Graypoint LLC
New York
$1.55M -$5.25K -20 -0.3%
CWS
514
Cypress Wealth Services
California
$1.54M +$169K +645 +12%
AI
515
Auour Investments
Massachusetts
$1.53M -$22.7K -85 -1%
ST
516
Smithfield Trust
Pennsylvania
$1.52M – – –
SHJ
517
Sharkey, Howes & Javer
Colorado
$1.52M – – –
MSRPS
518
Maryland State Retirement & Pension System
Maryland
$1.5M +$431K +1,642 +40%
FA
519
FDx Advisors
Illinois
$1.5M +$1.5M +5,718 New
CAAM
520
Cornerstone Advisors Asset Management
Pennsylvania
$1.49M – – –
AL
521
ADE LLC
Maryland
$1.49M +$2.89K +11 +0.2%
ADL
522
Asset Dedication LLC
California
$1.47M -$4.2K -16 -0.3%
VCM
523
Vision Capital Management
Oregon
$1.47M +$1.47M +5,590 New
FBFS
524
First Business Financial Services
Wisconsin
$1.46M – – –
JIC
525
Joel Isaacson & Co
New York
$1.46M -$19.4K -74 -1%
19 20
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