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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
1
Morgan Stanley
New York
$1.24B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$458M
3
RhumbLine Advisers
3
RhumbLine Advisers
Massachusetts
$195M
4
Bank of America
4
Bank of America
North Carolina
$987M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.2B

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.05B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$207M
4
WAG
4
Winthrop Advisory Group
Massachusetts
$15.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
951
JPL Wealth Management
Colorado
$276K +$276K +1,054 New
EE
952
EWG Elevate
California
$276K – – –
KWS
953
Keystone Wealth Services
California
$273K +$1.05K +4 +0.4%
IAG
954
Investmark Advisory Group
Connecticut
$271K +$2.1K +8 +0.8%
WFA
955
Wellspring Financial Advisors
Ohio
$271K +$2.1K +8 +0.8%
SI
956
Saxon Interests
Texas
$271K +$271K +1,033 New
ECM
957
Evergreen Capital Management
Washington
$270K – – –
MCA
958
MSH Capital Advisors
Arizona
$264K – – –
BA
959
Bristlecone Advisors
Washington
$262K +$262 +1 +0.1%
AG
960
Advocate Group
Minnesota
$262K – – –
GJIA
961
Glass Jacobson Investment Advisors
Maryland
$261K +$62.1K +237 +31%
KWMG
962
King Wealth Management Group
Florida
$261K -$2.36K -9 -0.9%
HWM
963
Howard Wealth Management
Connecticut
$261K -$26.2K -100 -9%
HR
964
Hardy Reed
Mississippi
$260K – – –
Tudor Investment Corp
965
Tudor Investment Corp
Connecticut
$258K +$258K +984 New
CPCM
966
Cardinal Point Capital Management
Ontario, Canada
$257K – – –
CCM
967
Cambridge Capital Management
Illinois
$256K +$256K +978 New
SAM
968
S.A. Mason
Michigan
$256K – – –
KIA
969
KCM Investment Advisors
California
$256K +$22.8K +87 +10%
RFG
970
Range Financial Group
Oregon
$255K – – –
FWM
971
FFT Wealth Management
Pennsylvania
$255K +$1.31K +5 +0.5%
BIA
972
Bigelow Investment Advisors
Maine
$254K – – –
PWMG
973
Prestige Wealth Management Group
New Jersey
$253K -$6.56K -25 -3%
AAG
974
Armstrong Advisory Group
Massachusetts
$253K – – –
CGA
975
Crescent Grove Advisors
Illinois
$253K – – –
37 38
39
40 41