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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 %
JC
1026
JB Capital
Connecticut
$221K 844 +844 New
BHWA
1027
Beacon Harbor Wealth Advisors
Virginia
$221K 843 -120 -12%
SVWG
1028
Shared Vision Wealth Group
United States
$218K 831 +831 New
ML
1029
McAdam LLC
Pennsylvania
$218K 830 +830 New
FDS
1030
Freedom Day Solutions
Texas
$217K 827 +827 New
BOSSRA
1031
B.O.S.S. Retirement Advisors
Utah
$216K 825 -670 -45%
BDF
1032
Black Diamond Financial
Maryland
$216K 824 +824 New
BHWM
1033
Bar Harbor Wealth Management
New Hampshire
$216K 822 +822 New
HWA
1034
Heartwood Wealth Advisors
Virginia
$216K 822 +822 New
BIA
1035
Benchmark Investment Advisors
Illinois
$216K 822 +822 New
AWM
1036
Abound Wealth Management
Tennessee
$215K 819 – –
EWP
1037
Engrave Wealth Partners
Texas
$213K 814 +814 New
BWA
1038
BlueChip Wealth Advisors
Georgia
$213K 812 +812 New
W
1039
WealthCollab
Washington
$213K 812 +812 New
KFC
1040
Klingenstein Fields & Co
New York
$212K 810 +810 New
FFBTD
1041
First Financial Bank - Trust Division
Ohio
$212K 807 -101 -11%
HCM
1042
Hutchinson Capital Management
California
$211K 806 +806 New
HCM
1043
HMS Capital Management
Tennessee
$211K 806 +806 New
VVP
1044
Venture Visionary Partners
Ohio
$211K 803 +803 New
AWAG
1045
ARS Wealth Advisors Group
Florida
$211K 803 +803 New
C
1046
Certuity
Florida
$210K 801 +801 New
ISB
1047
Iowa State Bank
Iowa
$210K 800 +800 New
RWA
1048
Redhawk Wealth Advisors
Minnesota
$210K 800 +800 New
SFS
1049
Starfox Financial Services
Texas
$209K 797 +797 New
ACA
1050
Aptus Capital Advisors
Alabama
$209K 796 +6 +0.8%
40 41
42
43 44