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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
$1.24B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$458M
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$195M
4
Bank of America
Bank of America
North Carolina
$987M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$2.2B

Top Sellers

1
BlackRock
BlackRock
New York
$1.05B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$207M
4
WAG
Winthrop Advisory Group
Massachusetts
$15.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTIC
876
Missouri Trust & Investment Company
Missouri
$384K – – –
AWM
877
AAF Wealth Management
Massachusetts
$383K -$1.84K -7 -0.5%
QT
878
Quantbot Technologies
New York
$380K -$66.4K -253 -15%
CWP
879
Curated Wealth Partners
California
$380K – – –
AAS
880
Ameritas Advisory Services
Nebraska
$379K +$147K +547 +64%
MIFH
881
Migdal Insurance & Financial Holdings
Israel
$378K -$23.1K -88 -6%
FWP
882
FAS Wealth Partners
Kansas
$377K -$6.29K -24 -2%
AMG
883
Asset Management Group
Connecticut
$375K +$2.89K +11 +0.8%
MAM
884
Meeder Asset Management
Ohio
$370K – – –
BWP
885
BSW Wealth Partners
Colorado
$369K – – –
LCWP
886
Legacy Capital Wealth Partners
Arkansas
$368K +$368K +1,403 New
GWSA
887
Global Wealth Strategies & Associates
Colorado
$367K – – –
DI
888
DFPG Investments
Utah
$366K -$20.9K -81 -5%
BCM
889
BluePointe Capital Management
California
$365K +$365K +1,392 New
PPP
890
Private Portfolio Partners
New Jersey
$363K +$15.5K +59 +4%
VAS
891
Vestmark Advisory Solutions
Massachusetts
$361K +$67.4K +257 +23%
GC
892
GFG Capital
Florida
$359K +$359K +1,370 New
TCM
893
TD Capital Management
Tennessee
$357K +$12.1K +46 +3%
CCG
894
Chatham Capital Group
Georgia
$356K – – –
CT
895
Cambridge Trust
Massachusetts
$356K – – –
CWM
896
Cornerstone Wealth Management
Missouri
$355K +$1.57K +6 +0.4%
USB
897
Union Savings Bank
Connecticut
$352K – – –
LMKC
898
L.M. Kohn & Company
Ohio
$350K +$5.77K +22 +2%
PAMG
899
Patton Albertson Miller Group
Tennessee
$349K – – –
Fisher Asset Management
900
Fisher Asset Management
Washington
$346K +$346K +1,317 New
34 35
36
37 38