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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 %
SS
851
Sunbelt Securities
Texas
$425K -$168K -640 -28%
PA
852
Pinnacle Associates
New York
$425K +$7.87K +30 +2%
USCWA
853
U.S. Capital Wealth Advisors
Texas
$424K -$110K -419 -21%
RWMG
854
Redwood Wealth Management Group
New Jersey
$423K -$61.9K -236 -13%
HB
855
HTLF Bank
Colorado
$421K +$421K +1,607 New
SAI
856
Savvy Advisors Inc
New York
$421K +$421K +1,604 New
NG
857
Northstar Group
New York
$416K – – –
BFA
858
Beaumont Financial Advisors
Massachusetts
$415K -$92.3K -352 -18%
PWLP
859
Prio Wealth Limited Partnership
Massachusetts
$410K – – –
AIA
860
Alera Investment Advisors
Illinois
$406K -$7.87K -30 -2%
GSEP
861
Golden State Equity Partners
California
$405K +$405K +1,544 New
AC
862
AlphaCore Capital
California
$403K +$86.8K +331 +27%
HCP
863
Holt Capital Partners
Texas
$403K – – –
PMFA
864
Plante Moran Financial Advisors
Michigan
$402K – – –
TBC
865
Ted Buchan & Co
California
$402K – – –
TW
866
TritonPoint Wealth
Maryland
$402K +$402K +1,533 New
MAS
867
Madden Advisory Services
Florida
$399K +$60.1K +229 +18%
NFC
868
Northeast Financial Consultants
Connecticut
$398K – – –
GI
869
GLOBALT Investments
Georgia
$397K +$397K +1,514 New
GC
870
Grimes & Company
Massachusetts
$396K +$3.15K +12 +0.8%
RMCM
871
Reynders McVeigh Capital Management
Massachusetts
$394K +$33.6K +128 +9%
SL
872
Sentry LLC
Tennessee
$391K +$787 +3 +0.2%
BCA
873
Bay Colony Advisors
Massachusetts
$388K -$7.08K -27 -2%
LWMG
874
Levy Wealth Management Group
Pennsylvania
$385K +$1.84K +7 +0.5%
PCS
875
Personal CFO Solutions
New Jersey
$385K +$139K +528 +56%
33 34
35
36 37