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 %
TP
801
Tranquility Partners
Tennessee
$515K -$72.6K -277 -12%
AWM
802
Apollon Wealth Management
South Carolina
$513K +$76.9K +293 +18%
RA
803
Ruggaard & Associates
Ohio
$513K – – –
CCA
804
Childress Capital Advisors
Texas
$511K +$511K +1,950 New
BW
805
BIP Wealth
Georgia
$507K – – –
GRA
806
Golden Road Advisors
Florida
$502K +$502K +1,914 New
JAG
807
Journey Advisory Group
Kentucky
$500K – – –
SIA
808
Soltis Investment Advisors
Utah
$500K +$111K +425 +29%
PFP
809
Paragon Financial Partners
California
$499K +$2.62K +10 +0.5%
LFA
810
LGT Financial Advisors
Texas
$492K -$44.6K -170 -8%
FFN
811
Focus Financial Network
Minnesota
$488K +$488K +1,859 New
ZF
812
Zhang Financial
Michigan
$487K +$61.4K +234 +14%
FAM
813
Forte Asset Management
New York
$486K – – –
NHC
814
Nicholas Hoffman & Company
Georgia
$484K – – –
SW
815
SkyOak Wealth
Michigan
$480K -$62.7K -239 -12%
DIM
816
Delta Investment Management
California
$478K +$3.67K +14 +0.8%
AP
817
Americana Partners
Texas
$478K – – –
CCIA
818
Cherry Creek Investment Advisors
Colorado
$477K +$2.88K +11 +0.6%
RFA
819
Resurgent Financial Advisors
Georgia
$471K +$471K +1,795 New
SPFA
820
Summit Place Financial Advisors
New Jersey
$466K +$55.1K +210 +13%
PPW
821
PACK Private Wealth
Minnesota
$465K – – –
TPWM
822
Twelve Points Wealth Management
Massachusetts
$463K +$174K +665 +60%
SCP
823
Silverleafe Capital Partners
Tennessee
$462K -$1.57K -6 -0.3%
VA
824
Valmark Advisers
Ohio
$462K +$1.84K +7 +0.4%
SF
825
Synovus Financial
Georgia
$459K -$398K -1,515 -46%
31 32
33
34 35