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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,206
Holders Change
+118
Holders Change %
+10.85%
% of All Funds
17.68%
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
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 %
MMA
826
Miracle Mile Advisors
California
$457K +$457K +1,743 New
KL
827
KilterHowling LLC
Colorado
$455K +$3.81K +14 +0.8%
GG
828
Greenwood Gearhart
Arkansas
$454K – – –
BBA
829
BLB&B Advisors
Pennsylvania
$453K +$211K +806 +88%
OWA
830
Opal Wealth Advisors
New York
$451K +$211K +805 +88%
DWP
831
Destiny Wealth Partners
Florida
$450K – – –
VP
832
Verum Partners
North Carolina
$449K -$280K -1,068 -38%
CWM
833
Chesapeake Wealth Management
Virginia
$447K – – –
FNB
834
Farmers National Bank
Kentucky
$446K -$46.7K -178 -9%
TWM
835
Tolleson Wealth Management
Texas
$443K – – –
MMHP
836
Murphy Middleton Hinkle & Parker
Georgia
$442K – – –
AWA
837
Arbor Wealth Advisors
Michigan
$442K +$442K +1,684 New
CTC
838
Cetera Trust Company
Minnesota
$439K +$439K +1,675 New
Betterment LLC
839
Betterment LLC
New York
$438K +$30.4K +116 +7%
WP
840
WealthPLAN Partners
Nebraska
$437K – – –
PAM
841
Palisade Asset Management
Minnesota
$435K -$6.82K -26 -2%
TC
842
TownSquare Capital
Utah
$435K +$3.67K +14 +0.9%
FPW
843
Flagship Private Wealth
Massachusetts
$434K +$1.57K +6 +0.4%
1SB
844
1ST Source Bank
Indiana
$433K – – –
TWM
845
Thrive Wealth Management
Pennsylvania
$431K +$33.3K +127 +8%
OBWP
846
O'Brien Wealth Partners
Massachusetts
$431K -$30.4K -116 -7%
KLI
847
Kelman-Lazarov Inc
Tennessee
$430K -$48.5K -185 -10%
PSIWM
848
Paradigm Strategies in Wealth Management
Minnesota
$427K – – –
LL
849
LPWM LLC
Minnesota
$425K – – –
MGWM
850
Marks Group Wealth Management
Minnesota
$425K -$50.6K -193 -11%
32 33
34
35 36