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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.

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
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$304M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$163M
5
RhumbLine Advisers
5
RhumbLine Advisers
Massachusetts
$195M

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 Market Value Shares Shares
Change 		Shares
Change %
DA
1001
Detalus Advisors
Missouri
$235K 895 +895 New
AWA
1002
Amplius Wealth Advisors
Pennsylvania
$233K 890 – –
KAM
1003
KEB Asset Management
Illinois
$233K 888 – –
CW
1004
CIC Wealth
Maryland
$232K 885 -25 -3%
NCFG
1005
New Century Financial Group
New Jersey
$232K 884 +884 New
G
1006
GenTrust
Florida
$231K 880 – –
CP
1007
Covenant Partners
Tennessee
$230K 876 – –
FFA
1008
Founders Financial Alliance
North Carolina
$229K 875 -5 -0.6%
QIM
1009
Quest Investment Management
Oregon
$229K 875 – –
HIGP
1010
Hill Investment Group Partners
Missouri
$228K 869 – –
SRC
1011
Sage Rhino Capital
California
$228K 868 – –
AFG
1012
Atomi Financial Group
New York
$228K 868 +868 New
CCG
1013
Catalina Capital Group
California
$227K 866 +866 New
VPIM
1014
Vanguard Personalized Indexing Management
California
$226K 863 +863 New
VC
1015
Veracity Capital
Georgia
$226K 862 +862 New
PCA
1016
Pallas Capital Advisors
Massachusetts
$226K 861 -141 -14%
HCM
1017
Howland Capital Management
Massachusetts
$225K 859 +859 New
WAOI
1018
Wealth Advisors of Iowa
Iowa
$224K 855 – –
PWP
1019
Principle Wealth Partners
Connecticut
$224K 854 -65 -7%
GA
1020
Greenspring Advisors
Maryland
$224K 854 – –
AAM
1021
Aureus Asset Management
Massachusetts
$224K 852 +852 New
CAI
1022
Capital Advisors Inc
Oklahoma
$223K 852 -90 -10%
FA
1023
Financial Alternatives
California
$223K 851 -266 -24%
KCM
1024
Kanawha Capital Management
Virginia
$223K 849 +849 New
OCPWS
1025
One Charles Private Wealth Services
Massachusetts
$222K 848 +848 New
39 40
41
42 43