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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,206 hedge funds and large institutions have $26.6B invested in iShares Russell 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 382 increasing their positions, 372 reducing their positions, and 38 closing their positions.

Holders
1,206
Holders Change
+118
Holders Change %
+10.85%
% 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
174
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
1
Morgan Stanley
New York
$1.24B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$458M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$304M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$163M
5
RhumbLine Advisers
5
RhumbLine Advisers
Massachusetts
$195M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.05B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$207M
4
WAG
4
Winthrop Advisory Group
Massachusetts
$15.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$91.7M 349,686 -23,592 -6%
WA
52
Waverly Advisors
Alabama
$88.7M 338,134 -8,451 -2%
TCM
53
Twele Capital Management
Minnesota
$86.1M 328,172 -29,850 -8%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$81M 308,948 +4,219 +1%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$76.5M 290,429 +23,970 +9%
ANTB
56
AMG National Trust Bank
Colorado
$68.5M 261,137 -742 -0.3%
Millennium Management
57
Millennium Management
New York
$65.7M 250,584 +204,891 +448%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$65M 247,677 -610 -0.2%
BFPW
59
BOK Financial Private Wealth
Colorado
$63.5M 242,280 -14,614 -6%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$63.2M 241,098 +70,936 +42%
BP
61
Ballentine Partners
Massachusetts
$60.9M 232,222 +142 +0.1%
JWA
62
JFS Wealth Advisors
Pennsylvania
$60.8M 231,883 +22,335 +11%
PA
63
Parkside Advisors
California
$59.8M 227,866 +4,752 +2%
RJA
64
Raymond James & Associates
Florida
$57.9M 220,842 +44,157 +25%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$57.9M 220,702 -4,728 -2%
Two Sigma Investments
66
Two Sigma Investments
New York
$57.8M 220,300 +189,700 +620%
WT
67
Washington Trust
Rhode Island
$56.5M 215,499 -509 -0.2%
LSAG
68
Lake Street Advisors Group
New Hampshire
$56.1M 213,909 +637 +0.3%
FA
69
Fountainhead AM
New Jersey
$53.4M 203,718 +12,667 +7%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$51.1M 194,659 -32,447 -14%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$50.1M 190,842 +7,432 +4%
ECG
72
EPIQ Capital Group
California
$48.9M 186,381 +6,664 +4%
BJL
73
Brighton Jones LLC
Washington
$47.8M 182,412 +2,748 +2%
Stifel Financial
74
Stifel Financial
Missouri
$46.3M 176,420 +32,963 +23%
TC
75
Telemus Capital
Michigan
$44.7M 170,275 -4,726 -3%
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