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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 %
BCI
126
Brinker Capital Investments
Pennsylvania
$22.4M 85,615 +39,380 +85%
OCG
127
Opus Capital Group
Ohio
$21.8M 83,241 -501 -0.6%
JSL
128
JT Stratford LLC
Georgia
$21.5M 82,044 +4,656 +6%
AWM
129
Act Wealth Management
Texas
$21.4M 81,469 +540 +0.7%
XF
130
XML Financial
Maryland
$21.2M 81,023 +1,912 +2%
SFA
131
Sequoia Financial Advisors
Ohio
$20.7M 78,772 +12,191 +18%
S
132
Sachetta
Massachusetts
$20.6M 78,663 +78,663 New
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$20.3M 77,260 +22,769 +42%
Legal & General Group
134
Legal & General Group
United Kingdom
$20.1M 76,478 +52,178 +215%
FCBT
135
First Citizens Bank & Trust
North Carolina
$19.9M 75,796 +60,520 +396%
AIM
136
Allen Investment Management
New York
$19.9M 75,684 – –
LCOV
137
London Company of Virginia
Virginia
$19.8M 75,400 +68,816 +1,045%
KOC
138
Koss-Olinger Consulting
Florida
$19.7M 75,276 -4,216 -5%
FNBT
139
FineMark National Bank & Trust
Florida
$19.4M 74,152 -1,298 -2%
SI
140
Stephens Inc
Arkansas
$18.9M 72,092 -4,380 -6%
CCM
141
Coldstream Capital Management
Washington
$18.6M 71,067 -2,328 -3%
FWIA
142
Fort Washington Investment Advisors
Ohio
$18.6M 71,049 -23,082 -25%
AL
143
Aspiriant LLC
California
$17.9M 68,355 -774 -1%
PCMK
144
Paragon Capital Management (Kansas)
Kansas
$17.9M 68,210 -3,156 -4%
MWM
145
Modera Wealth Management
New Jersey
$17.6M 67,252 -196 -0.3%
CA
146
Centerpoint Advisors
Massachusetts
$17.6M 67,106 +274 +0.4%
JFGIW
147
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.6M 66,976 -3,110 -4%
1WM
148
1900 Wealth Management
Texas
$17.4M 66,429 +7,419 +13%
P
149
Pitcairn
Pennsylvania
$17.4M 66,261 -1,719 -3%
BFM
150
Boston Financial Management
Massachusetts
$17.1M 65,324 -607 -0.9%
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6
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