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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 %
Members Trust
701
Members Trust
Florida
$748K – – –
DDPIC
702
Deroy & Devereaux Private Investment Counsel
Michigan
$747K – – –
MPM
703
Meritage Portfolio Management
Kansas
$741K – – –
AWC
704
Abundance Wealth Counselors
Pennsylvania
$737K – – –
TCM
705
Tandem Capital Management
New Jersey
$734K +$11.8K +45 +2%
FWP
706
Firethorn Wealth Partners
Georgia
$734K -$50.3K -192 -6%
AIP
707
Almanack Investment Partners
Pennsylvania
$733K -$525 -2 -0.1%
CFO
708
Callan Family Office
Pennsylvania
$726K – – –
AMBIA
709
Allen Mooney & Barnes Investment Advisors
Georgia
$722K -$35.9K -137 -5%
AWA
710
Arete Wealth Advisors
Illinois
$722K +$115K +439 +19%
GRP
711
Global Retirement Partners
California
$721K -$36.6K -140 -5%
FWI
712
Facet Wealth Inc
Maryland
$716K +$352K +1,298 +97%
CAL
713
Capital Advisors Ltd
Ohio
$710K +$262 +1 +0%
BTW
714
Boston Trust Walden
Massachusetts
$709K – – –
NME
715
Notis-McConarty Edward
$708K -$288K -1,100 -29%
ACIM
716
Azimuth Capital Investment Management
Michigan
$707K -$55.6K -212 -7%
ATPW
717
Ashton Thomas Private Wealth
Arizona
$707K +$1.57K +6 +0.2%
SWP
718
ShoreHaven Wealth Partners
New Jersey
$702K -$21.2K -81 -3%
RA
719
RFG Advisory
Alabama
$702K +$1.57K +6 +0.2%
SFG
720
Summit Financial Group
West Virginia
$701K – – –
SFP
721
Shepherd Financial Partners
Massachusetts
$698K -$1.84K -7 -0.3%
LP
722
LGL Partners
Pennsylvania
$692K +$5.51K +21 +0.8%
CIA
723
Capital Investment Advisors
Georgia
$691K -$56.4K -215 -8%
FIA
724
Foundations Investment Advisors
Arizona
$690K -$94.5K -351 -12%
HCM
725
Highview Capital Management
Illinois
$688K -$182K -693 -21%
27 28
29
30 31