IWB icon

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 %
SI
726
Scharf Investments
California
$687K +$687K +2,618 New
TLFA
727
True Link Financial Advisors
California
$686K -$218K -830 -24%
CM
728
Columbus Macro
Pennsylvania
$679K – – –
HPC
729
HM Payson & Co
Maine
$674K -$13.1K -50 -2%
MWA
730
Midland Wealth Advisors
Illinois
$671K +$671K +2,560 New
TPW
731
Transatlantique Private Wealth
New York
$669K – – –
GFS
732
GYL Financial Synergies
Connecticut
$664K – – –
LWMM
733
Legacy Wealth Management (Mississippi)
Mississippi
$661K -$69.5K -265 -10%
SCM
734
SOL Capital Management
Maryland
$659K +$59.1K +225 +10%
HL
735
HeadInvest LLC
Maine
$653K – – –
NAS
736
Nicolet Advisory Services
Wisconsin
$650K +$400K +1,550 +160%
AA
737
Ancora Advisors
Ohio
$643K +$65.8K +251 +11%
SAMC
738
Spectrum Asset Management (California)
California
$640K +$3.67K +14 +0.6%
MPWT
739
MassMutual Private Wealth & Trust
Connecticut
$639K +$29.4K +112 +5%
DC
740
Davenport & Co
Virginia
$638K +$39.9K +152 +7%
SFC
741
Sprinkle Financial Consultants
Colorado
$634K +$634K +2,417 New
FHA
742
Flagship Harbor Advisors
Massachusetts
$629K +$65.8K +251 +12%
PF
743
Penney Financial
Texas
$624K +$624K +2,380 New
MWM
744
Meridian Wealth Management
Kentucky
$618K -$627K -2,389 -50%
FBB
745
Fulton Breakefield Broenniman
Maryland
$617K -$57.4K -219 -9%
AIM
746
Aspen Investment Management
Michigan
$614K – – –
EP
747
Edgestream Partners
New Jersey
$613K -$213K -811 -26%
CSIC
748
Clifford Swan Investment Counsel
California
$613K +$43K +164 +8%
SCM
749
Saxony Capital Management
Missouri
$612K +$612K +2,335 New
PWPS
750
Pinnacle Wealth Planning Services
Ohio
$612K – – –
28 29
30
31 32