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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 %
BFA
776
Buttonwood Financial Advisors
Maryland
$564K -$34.6K -132 -6%
KV
777
Kickstand Ventures
New York
$562K +$28.1K +107 +5%
PCG
778
Prosperity Consulting Group
Maryland
$562K +$1.31K +5 +0.2%
NCM
779
Northside Capital Management
Oregon
$557K +$262 +1 +0%
SWA
780
SOA Wealth Advisors
New York
$553K +$1.84K +7 +0.3%
SCA
781
STALEY CAPITAL ADVISERS
Pennsylvania
$551K – – –
Belvedere Trading
782
Belvedere Trading
Illinois
$551K +$551K +2,100 New
HG
783
Harbor Group
New Hampshire
$549K -$18.1K -69 -3%
CIBC World Market
784
CIBC World Market
Ontario, Canada
$544K -$4.46K -17 -0.8%
HFRG
785
Houlihan Financial Resource Group
Virginia
$544K – – –
RPG
786
Resource Planning Group
Georgia
$542K -$65K -479 -11%
WJA
787
Willis Johnson & Associates
Texas
$540K -$198K -756 -27%
PL
788
Parthenon LLC
Kentucky
$540K – – –
OWM
789
Orgel Wealth Management
Wisconsin
$536K – – –
DWA
790
Douglass Winthrop Advisors
New York
$535K – – –
AWA
791
Acorn Wealth Advisors
Michigan
$534K – – –
MFC
792
Morris Financial Concepts
South Carolina
$533K -$15.7K -60 -3%
LWM
793
LongView Wealth Management
Georgia
$529K +$529K +2,026 New
HWMG
794
Hurlow Wealth Management Group
Indiana
$526K – – –
CAWM
795
Capital Advisors Wealth Management
Washington
$526K +$27K +103 +5%
CNBTD
796
Citizens National Bank Trust Department
Mississippi
$525K – – –
KJHP
797
K.J. Harrison & Partners
Ontario, Canada
$523K +$523K +1,993 New
WW
798
Waterfront Wealth
Kansas
$521K – – –
CCB
799
Country Club Bank
Missouri
$519K -$28.9K -110 -5%
SRL
800
Scientech Research LLC
New Jersey
$517K +$517K +1,971 New
30 31
32
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