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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,207 hedge funds and large institutions have $26.6B invested in iShares Russell 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 382 increasing their positions, 372 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
+119
Holders Change %
+10.94%
% of All Funds
17.69%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.39%
New
175
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 %
TIA
551
Tiemann Investment Advisors
California
$1.26M -$26.2K -100 -2%
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$1.26M -$124K -474 -9%
MCM
553
Mainstay Capital Management
Michigan
$1.25M +$1.25M +4,780 New
Qube Research & Technologies (QRT)
554
Qube Research & Technologies (QRT)
United Kingdom
$1.25M +$959K +3,655 +326%
CA
555
CoreCap Advisors
Michigan
$1.25M +$5.25K +20 +0.4%
CFGL
556
Cambridge Financial Group, LLC
Arizona
$1.24M +$1.24M +4,739 New
OCM
557
Objective Capital Management
Ohio
$1.23M -$357K -1,361 -22%
NCM
558
Neumann Capital Management
California
$1.23M -$7.61K -29 -0.6%
IWM
559
IHT Wealth Management
Illinois
$1.22M -$131K -499 -10%
RWM
560
Rockwood Wealth Management
Pennsylvania
$1.22M – – –
PG
561
Patten Group
Tennessee
$1.21M -$20.7K -79 -2%
CB
562
Cadence Bank
Mississippi
$1.2M +$1.2M +4,581 New
LFWA
563
LBJ Family Wealth Advisors
Texas
$1.2M +$7.08K +27 +0.6%
FRA
564
Frank Rimerman Advisors
California
$1.19M – – –
RC
565
Rovin Capital
Arizona
$1.19M -$54.6K -208 -4%
IW
566
Instrumental Wealth
Florida
$1.18M -$5.88K -22 -0.5%
WCP
567
Wick Capital Partners
Pennsylvania
$1.17M +$229K +872 +24%
MAM
568
McCarthy Asset Management
California
$1.16M +$3.67K +14 +0.3%
LT
569
Legacy Trust
Michigan
$1.15M -$754K -2,875 -40%
AIM
570
Avity Investment Management
Connecticut
$1.15M – – –
CWM
571
Connecticut Wealth Management
Connecticut
$1.15M +$51.7K +197 +5%
UFF
572
USA Financial Formulas
Michigan
$1.14M +$712K +2,715 +165%
TWM
573
TSA Wealth Management
Texas
$1.14M +$1.14M +4,362 New
TI
574
Truepoint Inc
Ohio
$1.14M – – –
ET
575
Equitable Trust
Tennessee
$1.13M – – –
21 22
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