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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 %
BOPW
651
Brandywine Oak Private Wealth
Pennsylvania
$885K – – –
DP
652
Denver PWM
Colorado
$885K -$86.7K -336 -9%
FTS
653
Fifth Third Securities
Ohio
$884K +$97.3K +371 +12%
1CP
654
17 Capital Partners
Arizona
$882K +$882K +3,362 New
SPIA
655
Steward Partners Investment Advisory
New York
$880K +$153K +582 +21%
LPT
656
Legacy Private Trust
Wisconsin
$875K – – –
OFS
657
Oldfather Financial Services
Nebraska
$867K +$5.77K +22 +0.7%
WB
658
WesBanco Bank
West Virginia
$862K -$406K -1,547 -32%
BG
659
Bollard Group
Massachusetts
$855K +$6.82K +26 +0.8%
OAP
660
One Advisory Partners
Kansas
$852K -$24.1K -92 -3%
CA
661
Cortland Associates
Missouri
$851K -$7.87K -30 -0.9%
CTB
662
Country Trust Bank
Illinois
$849K – – –
DFA
663
DHJJ Financial Advisors
Illinois
$846K +$262 +1 +0%
CAG
664
Crestwood Advisors Group
Massachusetts
$845K – – –
APG
665
Abacus Planning Group
South Carolina
$844K -$373K -1,423 -31%
W
666
Wealthquest
Ohio
$841K – – –
PFP
667
Pinnacle Financial Partners
Tennessee
$836K +$836K +3,189 New
CWM
668
Cahaba Wealth Management
Georgia
$836K +$4.2K +16 +0.5%
GWSG
669
GPS Wealth Strategies Group
Colorado
$835K +$11.3K +43 +1%
ACM
670
Allred Capital Management
Texas
$833K +$539K +2,056 +184%
ACM
671
Advisors Capital Management
New Jersey
$831K +$439K +1,672 +112%
ST
672
Spinnaker Trust
Maine
$830K -$10.2K -39 -1%
CWA
673
CJM Wealth Advisers
Virginia
$828K – – –
SFG
674
SNS Financial Group
Minnesota
$826K – – –
WPC
675
Waters Parkerson & Co
Louisiana
$826K – – –
25 26
27
28 29