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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
+$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 %
SC
576
Soundwatch Capital
Connecticut
$1.13M -$11.5K -44 -1%
CWM
577
Congress Wealth Management
Massachusetts
$1.12M +$785K +2,995 +235%
CWC
578
Carolinas Wealth Consulting
North Carolina
$1.12M +$21.8K +83 +2%
SF
579
Summit Financial
New Jersey
$1.11M – – –
TSS
580
Two Sigma Securities
New York
$1.1M +$659K +2,513 +149%
HWA
581
Heritage Wealth Advisors
Virginia
$1.1M – – –
CC
582
Callan Capital
California
$1.1M +$42.7K +163 +4%
GLA
583
Good Life Advisors
Pennsylvania
$1.1M +$262 +1 +0%
VBFG
584
Vishria Bird Financial Group
Tennessee
$1.1M – – –
PFWA
585
Paces Ferry Wealth Advisors
Georgia
$1.1M -$11.8K -45 -1%
EL
586
EQ LLC
Washington
$1.1M +$787 +3 +0.1%
EFS
587
Essex Financial Services
Connecticut
$1.09M +$645K +2,460 +145%
DPI
588
Diversified Portfolios Inc
Michigan
$1.08M +$143K +547 +15%
FFA
589
Fragasso Financial Advisors
Pennsylvania
$1.08M +$106K +404 +11%
CIA
590
Choate Investment Advisors
Massachusetts
$1.07M – – –
KWM
591
Keebeck Wealth Management
Illinois
$1.07M +$106K +403 +11%
FNT
592
First National Trust
Pennsylvania
$1.07M – – –
PWP
593
Precedent Wealth Partners
Texas
$1.07M +$1.07M +4,072 New
PJWM
594
Philip James Wealth Mangement
Georgia
$1.06M +$1.06M +4,055 New
PFG
595
Pacific Financial Group
Washington
$1.06M – – –
MFA
596
McClarren Financial Advisors
Pennsylvania
$1.06M -$17.3K -66 -2%
CIC
597
Carnegie Investment Counsel
Ohio
$1.06M -$12.6K -48 -1%
WWM
598
Western Wealth Management
Colorado
$1.05M -$262 -1 -0%
LIM
599
Leavell Investment Management
Alabama
$1.05M – – –
EI
600
Ellevest Inc
New York
$1.04M – – –
22 23
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