IWB icon

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
+$617M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$319M
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$107M
4
Bank of America
Bank of America
North Carolina
+$78.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$59.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$166M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$151M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$108M
4
WAG
Winthrop Advisory Group
Massachusetts
-$62.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$50.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMNY
526
Landmark Wealth Management (New York)
New York
$1.45M -$31.2K -119 -2%
PP
527
Pegasus Partners
Wisconsin
$1.43M +$1.57K +6 +0.1%
HNWA
528
Henrickson Nauta Wealth Advisors
Michigan
$1.42M +$1.42M +5,423 New
FB
529
Fulton Bank
Pennsylvania
$1.4M – – –
PCA
530
Peddock Capital Advisors
Massachusetts
$1.38M +$68.2K +260 +5%
AWM
531
Avior Wealth Management
Nebraska
$1.38M -$370K -1,437 -21%
SHFA
532
SC&H Financial Advisors
Maryland
$1.38M +$1.84K +7 +0.1%
PGWM
533
Parisi Gray Wealth Management
New Jersey
$1.37M -$56.6K -216 -4%
TWA
534
Talisman Wealth Advisors
New Jersey
$1.37M -$4.98K -19 -0.4%
AFG
535
Allegheny Financial Group
Pennsylvania
$1.36M +$112K +427 +9%
FWM
536
Fairhaven Wealth Management
Illinois
$1.36M +$3.15K +12 +0.2%
WHCI
537
W.H. Cornerstone Investments
Massachusetts
$1.34M -$40.4K -154 -3%
Allspring Global Investments
538
Allspring Global Investments
North Carolina
$1.34M +$1.32M +5,016 +6,117%
EWM
539
Empirical Wealth Management
Washington
$1.33M -$125K -477 -9%
QCM
540
Quantinno Capital Management
New York
$1.32M +$799K +3,048 +153%
MCM
541
Morton Capital Management
California
$1.32M +$28.1K +107 +2%
CCG
542
Cypress Capital Group
Florida
$1.31M -$45.9K -175 -3%
CAM
543
Chandler Asset Management
California
$1.31M – – –
AP
544
Adero Partners
California
$1.31M -$10.5K -40 -0.8%
ZIC
545
ZWJ Investment Counsel
Georgia
$1.3M -$42.5K -162 -3%
NW
546
NewEdge Wealth
Pennsylvania
$1.3M +$9.18K +35 +0.7%
SWA
547
Sightline Wealth Advisors
Connecticut
$1.29M +$4.46K +17 +0.3%
MOS
548
MGO One Seven
Ohio
$1.29M +$25.7K +98 +2%
CAC
549
Certified Advisory Corp
Florida
$1.27M +$1.27M +4,837 New
FFA
550
Farther Finance Advisors
California
$1.26M +$726K +2,770 +135%
20 21
22
23 24