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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
17.69%
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 %
BPA
101
Beacon Pointe Advisors
California
$30.4M 115,910 -6,783 -6%
SIC
102
Sigma Investment Counselors
Michigan
$30.1M 114,866 -1,757 -2%
SC
103
Schoolcraft Capital
Colorado
$29.2M 111,321 +1,602 +1%
NP
104
NorthRock Partners
Minnesota
$29.2M 111,157 +101,775 +1,085%
FMP
105
Financial Management Professionals
Texas
$28.7M 109,290 -369 -0.3%
WFAG
106
Wescott Financial Advisory Group
Pennsylvania
$28.1M 107,042 -747 -0.7%
RFA
107
RTD Financial Advisors
Pennsylvania
$28M 106,771 -2,857 -3%
MA
108
Montag & Associates
Georgia
$27.5M 104,698 +2,614 +3%
NA
109
NewEdge Advisors
Louisiana
$27.3M 103,939 -4,362 -4%
WTC
110
WhitTier Trust Company
Nevada
$26.9M 102,540 – –
Two Sigma Advisers
111
Two Sigma Advisers
New York
$26.7M 101,800 +82,900 +439%
IC
112
IEQ Capital
California
$26.7M 101,789 +3,564 +4%
Citadel Advisors
113
Citadel Advisors
Florida
$26.2M 99,775 +31,092 +45%
RSWM
114
Robertson Stephens Wealth Management
California
$25.6M 97,587 +61,437 +170%
William Blair & Company
115
William Blair & Company
Illinois
$25.6M 97,425 -3,056 -3%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$25.2M 96,002 +3,434 +4%
KAS
117
Kestra Advisory Services
Texas
$24.8M 94,646 +9,676 +11%
BSW
118
Buckingham Strategic Wealth
Missouri
$24.1M 91,713 +553 +0.6%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$23.9M 91,291 -307 -0.3%
WT
120
Whittier Trust
California
$23.8M 90,716 -2,251 -2%
TWP
121
TFO Wealth Partners
Ohio
$23.7M 90,468 +310 +0.3%
LA
122
Legacy Advisors
Pennsylvania
$23M 87,697 +15,394 +21%
PIM
123
Parker Investment Management
California
$22.6M 87,954 – –
HFS
124
Hoge Financial Services
Pennsylvania
$22.6M 86,019 +86,019 New
BCI
125
Brinker Capital Investments
Pennsylvania
$22.4M 85,615 +39,380 +85%
3 4
5
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