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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 %
EI
601
Ellevest Inc
New York
$1.04M – – –
CPG
602
Cornerstone Planning Group
New Jersey
$1.04M -$229K -875 -18%
ACM
603
Alcosta Capital Management
California
$1.04M -$3.41K -13 -0.3%
BFEC
604
Benjamin F. Edwards & Company
Missouri
$1.04M +$280K +1,069 +37%
FCI
605
Financial Counselors Inc
Kansas
$1.02M – – –
SQA
606
Simon Quick Advisors
New Jersey
$1.02M +$401K +1,530 +65%
KWM
607
Kingsview Wealth Management
Oregon
$1.02M -$153K -585 -13%
CWM
608
Concentric Wealth Management
California
$1.02M -$13.9K -53 -1%
ES
609
Eagle Strategies
New York
$1.02M -$41.4K -158 -4%
BL
610
Balentine LLC
Georgia
$1.01M – – –
SWM
611
Soundmark Wealth Management
Washington
$1.01M +$3.67K +14 +0.4%
D.E. Shaw & Co
612
D.E. Shaw & Co
New York
$1.01M +$1.01M +3,853 New
KFI
613
Key Financial Inc
Pennsylvania
$1.01M – – –
GS
614
GTS Securities
New York
$1.01M -$1.06M -4,048 -51%
WA
615
Wealthstream Advisors
New York
$998K +$524 +2 +0.1%
WPC
616
Wedmont Private Capital
Pennsylvania
$997K +$1.05K +4 +0.1%
TWM
617
Tanager Wealth Management
United Kingdom
$997K – – –
CAAS
618
Capital Asset Advisory Services
Michigan
$992K +$36.7K +140 +4%
AWM
619
Axxcess Wealth Management
California
$992K +$42K +160 +4%
VF
620
Vawter Financial
Ohio
$991K -$52.7K -201 -5%
MIM
621
Miller Investment Management
Pennsylvania
$991K +$991K +3,779 New
ARC
622
Advisor Resource Council
Texas
$986K +$31.2K +119 +3%
WSWA
623
Warren Street Wealth Advisors
California
$985K -$85.5K -326 -8%
WGCA
624
Wolf Group Capital Advisors
Virginia
$985K +$44.6K +183 +5%
SSC
625
Syverson Strege & Co
Iowa
$982K – – –
23 24
25
26 27