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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 %
MWA
676
Meridian Wealth Advisors
Texas
$824K – – –
RPGK
677
Retirement Planning Group (Kansas)
Kansas
$820K -$24.9K -95 -3%
WA
678
Wealth Architects
California
$819K – – –
EW
679
Enzi Wealth
Texas
$817K -$40.8K -150 -5%
RW
680
Regimen Wealth
Georgia
$817K +$6.56K +25 +0.8%
FA
681
Flagstar Advisors
New York
$810K +$79.7K +304 +11%
Simplex Trading
682
Simplex Trading
Illinois
$806K +$806K +3,075 New
CFG
683
Citizens Financial Group
Rhode Island
$801K +$66.4K +253 +9%
WWM
684
Wagner Wealth Management
South Carolina
$799K – – –
SYBT
685
Stock Yards Bank & Trust
Kentucky
$792K – – –
HTHT
686
Hemenway Trust Hemenway Trust
New Hampshire
$789K -$1.62M -6,160 -67%
UAS
687
United Asset Strategies
New York
$783K +$33.6K +128 +4%
CF
688
Centaurus Financial
California
$782K +$17.6K +67 +2%
ERIM
689
Eagle Ridge Investment Management
Connecticut
$778K -$6.82K -26 -0.9%
HGWM
690
Horst & Graben Wealth Management
Oregon
$776K +$43.8K +167 +6%
VWM
691
Venturi Wealth Management
Texas
$772K – – –
WPA
692
West Paces Advisors
Georgia
$771K – – –
GT
693
Greenleaf Trust
Michigan
$769K +$58.5K +223 +8%
SWM
694
Segment Wealth Management
Texas
$765K -$28.6K -109 -4%
SAS
695
SMI Advisory Services
Indiana
$756K -$79.8K -304 -10%
HWM
696
Hohimer Wealth Management
Washington
$756K +$155K +590 +26%
FFA
697
Fi3 Financial Advisors
Indiana
$753K -$10.5K -40 -1%
DFA
698
DHK Financial Advisors
New Hampshire
$753K – – –
GIA
699
Gladstone Institutional Advisory
Florida
$753K +$109K +417 +17%
LBC
700
Lowe Brockenbrough & Co
Virginia
$749K – – –
26 27
28
29 30