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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 %
GD
626
Grandfield & Dodd
New York
$976K – – –
WP
627
Westmount Partners
California
$976K +$5.25K +20 +0.5%
FPAS
628
Focus Partners Advisor Solutions
Missouri
$976K +$6.3K +24 +0.6%
KC
629
Kades & Cheifetz
Pennsylvania
$969K -$30.2K -115 -3%
PIA
630
Petredis Investment Advisors
Pennsylvania
$966K – – –
TPWA
631
TRUE Private Wealth Advisors
Oregon
$965K – – –
VOYA Investment Management
632
VOYA Investment Management
Georgia
$964K +$29.6K +113 +3%
SFA
633
Source Financial Advisors
New York
$962K +$5.51K +21 +0.6%
KCM
634
KM Capital Management
Texas
$950K +$116K +443 +14%
NB
635
Nicolet Bankshares
Wisconsin
$946K -$95.7K -365 -9%
WIC
636
Whitegate Investment Counselors
New Hampshire
$944K -$7.08K -27 -0.7%
FAM
637
Flaharty Asset Management
Florida
$937K – – –
RJT
638
Raymond James Trust
Florida
$930K +$107K +407 +13%
SWP
639
Strategic Wealth Partners
Ohio
$928K – – –
OC
640
Oppenheimer & Co
New York
$923K -$7.87K -30 -0.8%
CAM
641
Cozad Asset Management
Illinois
$912K +$262 +1 +0%
BCM
642
Brookstone Capital Management
Illinois
$911K +$2.36K +9 +0.3%
WA
643
Wealth Alliance
New York
$909K -$67.4K -257 -7%
ORG
644
Optimist Retirement Group
Washington
$902K +$902K +3,438 New
TT
645
TI-Trust
Illinois
$897K – – –
GF
646
Gries Financial
Ohio
$896K -$96.5K -368 -10%
CC
647
Courier Capital
New York
$895K -$23.3K -89 -3%
CTA
648
Colonial Trust Advisors
South Carolina
$892K – – –
RIA
649
Regal Investment Advisors
Michigan
$888K +$120K +456 +16%
LSPW
650
Lake Street Private Wealth
Illinois
$886K – – –
24 25
26
27 28