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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 %
DPCM
151
Darlington Partners Capital Management
California
$17M 64,638 +64,638 New
APW
152
Austin Private Wealth
Texas
$16.8M 63,948 -1,902 -3%
TC
153
Trust Company
Kansas
$16.5M 62,804 -1,295 -2%
HNB
154
Huntington National Bank
Ohio
– – – –
RMDI
155
R.M. Davis Inc
Maine
$16.1M 61,218 -9,915 -14%
TPI
156
Trust Point Inc
Wisconsin
$16M 61,135 +61,135 New
P
157
&Partners
Tennessee
$16M 61,074 +61,074 New
PO
158
Private Ocean
California
$16M 60,915 -149 -0.2%
CF
159
Copperwynd Financial
Arizona
$15.9M 60,804 +3,073 +5%
MCM
160
MAI Capital Management
Ohio
$15.9M 60,727 +1,287 +2%
BPWM
161
Badgley Phelps Wealth Managers
Washington
$15.7M 59,986 +18,898 +46%
WAG
162
Winthrop Advisory Group
Massachusetts
$15.7M 51,787 -206,063 -80%
MGIA
163
Moneta Group Investment Advisors
Missouri
$15.7M 59,725 +13,030 +28%
Luther King Capital Management (LKCM)
164
Luther King Capital Management (LKCM)
Texas
– – – –
IWC
165
Integrated Wealth Concepts
Massachusetts
$15.1M 57,668 +2,695 +5%
Franklin Resources
166
Franklin Resources
California
$15M 57,310 -383 -0.7%
AA
167
Auxano Advisors
Washington
$14.9M 56,785 +18 +0%
GT
168
Glenmede Trust
Pennsylvania
$14.8M 56,298 +1,221 +2%
FSA
169
Financial Services Advisory
Maryland
$14.6M 55,820 +55,820 New
CI
170
Chartist Inc
California
$14.6M 55,526 -1,185 -2%
UB
171
UMB Bank
Missouri
$14.6M 55,501 -7,321 -12%
PWM
172
Perigon Wealth Management
California
$14.3M 54,568 +2,349 +4%
Wealthfront Advisers
173
Wealthfront Advisers
California
$14M 53,334 +3,902 +8%
EWM
174
Evercore Wealth Management
New York
$13.9M 53,017 +1,557 +3%
TFCP
175
Twin Focus Capital Partners
Massachusetts
$13.9M 52,841 +7,400 +16%
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7
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