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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 %
BEAM
926
Baker Ellis Asset Management
Washington
$302K – – –
HWMA
927
Heritage Wealth Management (Arizona)
Arizona
$302K +$302K +1,150 New
SEIA
928
Signature Estate & Investment Advisors
California
$299K – – –
ESB
929
Essex Savings Bank
Connecticut
$298K -$26.2K -100 -8%
GAA
930
Guardian Asset Advisors
Pennsylvania
$297K +$297K +1,132 New
AIM
931
Anchor Investment Management
South Carolina
$296K +$231K +881 +357%
GWM
932
Greenhouse Wealth Management
Connecticut
$295K +$1.05K +4 +0.4%
TCPWM
933
Traverso Chambers Private Wealth Management
California
$295K – – –
MWM
934
Modern Wealth Management
Kansas
$294K +$294K +1,121 New
EWA
935
Encompass Wealth Advisors
Oregon
$294K – – –
TCA
936
Transcend Capital Advisors
New Jersey
$293K -$89.5K -341 -23%
AA
937
Alesco Advisors
New York
$292K – – –
MWP
938
Meridian Wealth Partners
Pennsylvania
$291K – – –
CTWM
939
Cherry Tree Wealth Management
Minnesota
$289K -$22.6K -86 -7%
GJWM
940
Gilliland Jeter Wealth Management
Arkansas
$288K +$288K +1,100 New
PI
941
PFG Investments
New York
$287K -$80K -305 -22%
SOAG
942
Silver Oak Advisory Group
Oregon
$287K – – –
AWM
943
Aspire Wealth Management
Massachusetts
$286K – – –
NRC
944
New Republic Capital
North Carolina
$285K – – –
BFC
945
Bedel Financial Consulting
Indiana
$284K -$33.8K -129 -11%
HWM
946
HFG Wealth Management
Texas
$282K +$282K +1,076 New
MW
947
Marcum Wealth
Ohio
$281K – – –
NS
948
NBC Securities
Alabama
$280K -$8.65K -33 -3%
LC
949
LCNB Corp
Ohio
$279K – – –
MAWA
950
Moss Adams Wealth Advisors
Washington
$279K – – –
36 37
38
39 40