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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 %
FAT
901
First American Trust
California
$345K -$12.1K -46 -3%
TCM
902
Traynor Capital Management
Pennsylvania
$343K -$262K -1,000 -43%
BWL
903
Bogart Wealth LLC
Virginia
$342K – – –
PCM
904
Pointe Capital Management
Michigan
$340K -$47.2K -180 -12%
PWM
905
PBMares Wealth Management
Virginia
$340K – – –
BWCS
906
Beirne Wealth Consulting Services
Connecticut
$339K -$119K -453 -26%
NC
907
Napatree Capital
Rhode Island
$336K +$336K +1,281 New
AAS
908
Annex Advisory Services
Wisconsin
$331K -$18.1K -69 -5%
FM
909
Foster & Motley
Ohio
$330K +$1.05K +4 +0.3%
Capital International Investors
910
Capital International Investors
California
$328K +$328K +1,246 New
AB
911
Atlas Brown
Kentucky
$325K – – –
GWM
912
Geneos Wealth Management
Colorado
$324K -$117K -447 -27%
First Manhattan
913
First Manhattan
New York
$321K – – –
AWP
914
Abacus Wealth Partners
California
$320K -$3.67K -14 -1%
DIA
915
Dana Investment Advisors
Wisconsin
$320K +$320K +1,221 New
IW
916
Imprint Wealth
South Carolina
$317K -$2.41K -9 -0.8%
MCM
917
Maple Capital Management
Vermont
$317K – – –
SAM
918
Summit Asset Management
Tennessee
$315K – – –
CNFG
919
Creegan & Nassoura Financial Group
New Hampshire
$315K – – –
VFG
920
V2 Financial group
Illinois
$315K – – –
WCWM
921
Willow Creek Wealth Management
California
$312K – – –
VCP
922
Vista Capital Partners
Oregon
$310K – – –
WS
923
Wedbush Securities
California
$308K +$27K +103 +10%
EWM
924
EPG Wealth Management
Georgia
$307K -$6.8K -25 -2%
QPWM
925
Quadrant Private Wealth Management
Pennsylvania
$304K +$304K +1,158 New
35 36
37
38 39