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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 %
WA
1051
WestEnd Advisors
North Carolina
$209K 796 -16 -2%
IP
1052
Isthmus Partners
Wisconsin
$208K 795 -125 -14%
BIG
1053
Builder Investment Group
Georgia
$208K 793 +793 New
AMCA
1054
Arthur M. Cohen & Associates
Illinois
$208K 793 +793 New
EWA
1055
Evolution Wealth Advisors
Florida
$207K 789 +789 New
FCM
1056
Fortis Capital Management
Washington
$207K 788 +788 New
SSW
1057
Stone Summit Wealth
Florida
$207K 788 +788 New
EWA
1058
Exencial Wealth Advisors
Oklahoma
$206K 786 +786 New
TNA
1059
True North Advisors
Texas
$206K 785 +785 New
TWP
1060
Total Wealth Planning
Ohio
$206K 784 +784 New
3F
1061
360 Financial
Minnesota
$204K 777 +777 New
GGS
1062
Galvin Gaustad & Stein
Arizona
$204K 777 +777 New
FC
1063
Forte Capital
New York
$202K 771 +771 New
BHWM
1064
Beaird Harris Wealth Management
Texas
$202K 771 -40 -5%
BRM
1065
Boston Research & Management
Massachusetts
$201K 768 +768 New
LFG
1066
Larson Financial Group
Missouri
$201K 765 -31 -4%
PTC
1067
Private Trust Company
Ohio
$196K 747 – –
CIAS
1068
Capital Investment Advisory Services
North Carolina
$191K 729 -10 -1%
CTC
1069
Central Trust Company
Missouri
$186K 710 – –
EWA
1070
EverSource Wealth Advisors
Alabama
$184K 703 -46 -6%
AP
1071
Aspect Partners
Virginia
$184K 702 +702 New
PWMG
1072
Provence Wealth Management Group
California
$183K 699 – –
CFD
1073
Creative Financial Designs
Indiana
$179K 682 +2 +0.3%
PK
1074
Pflug Koory
Nebraska
$177K 674 -24 -3%
IFAM
1075
Institutional & Family Asset Management
Colorado
$172K 654 -103 -14%
41 42
43
44 45