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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 %
MWA
976
Moser Wealth Advisors
Washington
$253K +$14.7K +56 +6%
RCM
977
Richardson Capital Management
Wisconsin
$253K +$253K +963 New
FS
978
Ferguson Shapiro
Georgia
$252K -$10.9M -41,456 -98%
AFC
979
AFT Forsyth & Company
Florida
$251K -$3.41K -13 -1%
GC
980
Gibson Capital
Pennsylvania
$251K – – –
FC
981
Fulcrum Capital
Washington
$251K – – –
IAA
982
Independent Advisor Alliance
North Carolina
$250K – – –
DAM
983
Delta Asset Management
Tennessee
$249K – – –
FNWM
984
Financial Network Wealth Management
Utah
$249K – – –
EWA
985
Etesian Wealth Advisors
Oregon
$247K – – –
FTDI
986
First Trust Direct Indexing
Massachusetts
$246K +$1.84K +7 +0.8%
NB
987
NBT Bank
New York
$246K +$787 +3 +0.3%
UAG
988
United Advisor Group
Ohio
$245K +$245K +933 New
SAF
989
Smith Anglin Financial
Texas
$242K -$525 -2 -0.2%
MWP
990
Madison Wealth Partners
Wisconsin
$242K – – –
WFA
991
Wade Financial Advisory
California
$241K +$241K +920 New
BMD
992
Better Money Decisions
New Mexico
$241K +$525 +2 +0.2%
KCM
993
Kendall Capital Management
Maryland
$240K -$9.18K -35 -4%
WRPWM
994
Werba Rubin Papier Wealth Management
California
$240K – – –
AWP
995
Accretive Wealth Partners
New Jersey
$240K – – –
ODFS
996
O'Donnell Financial Services
California
$240K – – –
JWS
997
Juncture Wealth Strategies
Arizona
$239K – – –
NSB
998
Norway Savings Bank
Maine
$236K -$45.6K -174 -16%
VFIC
999
Valley Forge Investment Consultants
Pennsylvania
$236K – – –
EFG
1000
Embree Financial Group
Illinois
$236K +$236K +900 New
38 39
40
41 42