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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 %
Neuberger Berman Group
176
Neuberger Berman Group
New York
$13.4M 51,132 +9,902 +24%
TIM
177
Tortoise Investment Management
New York
$13.3M 50,672 -678 -1%
OIA
178
OneDigital Investment Advisors
Kansas
$13.1M 49,774 -12,930 -21%
LNWTC
179
Laird Norton Wetherby Trust Company
Washington
$12.9M 49,205 -21,819 -31%
BWA
180
Bordeaux Wealth Advisors
California
$12.9M 49,117 – –
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$12.7M 48,299 +23,902 +98%
GWS
182
Glassman Wealth Services
Virginia
$12.5M 47,595 -878 -2%
CRC
183
Curi RMB Capital
Illinois
$12.2M 46,602 +333 +0.7%
MRWM
184
ML&R Wealth Management
Texas
$12.1M 46,186 +256 +0.6%
SS
185
Simplicity Solutions
Minnesota
$12.1M 46,105 +3,806 +9%
RP
186
Rice Partnership
Hawaii
$11.8M 45,141 -951 -2%
BFG
187
Bleakley Financial Group
New Jersey
$11.8M 44,866 +2,567 +6%
CA
188
Clearstead Advisors
Ohio
$11.8M 44,818 -45,144 -50%
AG
189
AlTi Global
New York
$11.7M 44,627 +44,627 New
SC
190
Savant Capital
Illinois
$11.6M 44,120 -864 -2%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$11.6M 44,041 +16,879 +62%
GT
192
Glenview Trust
Kentucky
$11.5M 43,660 +1,350 +3%
GLLW
193
Graves Light Lenhart Wealth
Virginia
$11.2M 42,620 -129 -0.3%
LI
194
Latigo Investments
Florida
$11.2M 42,556 – –
NEPWA
195
New England Private Wealth Advisors
Massachusetts
$11M 41,989 -1,632 -4%
ICG
196
InterOcean Capital Group
Tennessee
$10.9M 41,513 -169 -0.4%
WANY
197
Wealthspire Advisors (New York)
New York
$10.8M 41,039 -1,932 -4%
JF
198
Jump Financial
Illinois
$10.8M 41,032 +41,032 New
OFG
199
Oxford Financial Group
Indiana
$10.7M 40,908 -441 -1%
CAM
200
Campion Asset Management
Virginia
$10.5M 40,061 -79 -0.2%
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