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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 %
ASW
751
Astoria Strategic Wealth
Texas
$611K -$209K -798 -26%
S
752
SignatureFD
Georgia
$609K -$2.89K -11 -0.5%
IA
753
IFS Advisors
Kansas
$603K – – –
HFS
754
Heritage Financial Services
Massachusetts
$603K – – –
IAIM
755
International Assets Investment Management
Florida
$601K +$10.5K +40 +2%
TFS
756
Thoroughbred Financial Services
Tennessee
$600K +$600K +2,291 New
YIH
757
Y-Intercept (HK)
Hong Kong
$600K +$600K +2,287 New
BF
758
Blankinship & Foster
California
$596K +$262 +1 +0%
WAM
759
WNY Asset Management
New York
$591K -$7.87K -30 -1%
SG
760
StoneX Group
New York
$590K +$2.1K +8 +0.4%
GP
761
Girard Partners
Pennsylvania
$590K – – –
NLP
762
Next Level Private
New York
$584K +$2.1K +8 +0.4%
ONSWM
763
Old North State Wealth Management
North Carolina
$583K +$4.72K +18 +0.8%
OPCM
764
Osborne Partners Capital Management
California
$583K -$19.1K -73 -3%
SIC
765
Salem Investment Counselors
North Carolina
$581K – – –
SSWM
766
Smith Salley Wealth Management
North Carolina
$581K +$581K +2,214 New
LL
767
LWMG LLC
Minnesota
$580K +$3.15K +12 +0.5%
HCM
768
Hollencrest Capital Management
California
$579K – – –
RP
769
Riverbridge Partners
Minnesota
$578K -$14.2K -54 -2%
KBFS
770
Kohmann Bosshard Financial Services
Ohio
$578K +$24.4K +93 +4%
KCPG
771
Kavar Capital Partners Group
Kansas
$577K -$36.5K -139 -6%
BCP
772
Berkeley Capital Partners
Georgia
$577K -$26.2K -100 -4%
ASC
773
Atalanta Sosnoff Capital
New York
$569K +$569K +2,170 New
VCA
774
Verdence Capital Advisors
Maryland
$569K +$54K +206 +10%
MA
775
MONECO Advisors
Connecticut
$566K +$10.8K +41 +2%
29 30
31
32 33