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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 %
CWM
201
Campbell Wealth Management
Virginia
$10.4M 39,593 +2,701 +7%
JIP
202
Jaffetilchin Investment Partners
Florida
$10.3M 39,419 +288 +0.7%
CGL
203
Clarius Group LLC
Washington
$10.3M 39,400 – –
BFA
204
Brown Financial Advisory
Alabama
$10.2M 39,055 -786 -2%
SWM
205
Spire Wealth Management
Virginia
$10.2M 38,351 +8,820 +30%
JFG
206
JMG Financial Group
Illinois
$10.1M 38,615 -4,091 -10%
BFS
207
Bradley Foster & Sargent
Connecticut
$10.1M 38,534 -62 -0.2%
SWP
208
Stratos Wealth Partners
Ohio
$10M 38,161 +766 +2%
BCWM
209
Bartlett & Co Wealth Management
Ohio
$9.93M 37,721 +539 +1%
BC
210
Bartlett & Co
Ohio
$9.93M 37,721 +539 +1%
TCBWMS
211
Texas Capital Bank Wealth Management Services
Texas
$9.92M 37,823 -11,517 -23%
CAM
212
Cresset Asset Management
Illinois
$9.82M 37,451 +1,479 +4%
Bessemer Group
213
Bessemer Group
New Jersey
$9.64M 36,773 -2,250 -6%
JSW
214
Journey Strategic Wealth
New Jersey
$9.6M 36,590 +908 +3%
MSS
215
Mitchell Sinkler & Starr
Pennsylvania
$9.53M 36,356 +36,356 New
TPCW
216
TD Private Client Wealth
New York
$9.33M 35,579 +10,494 +42%
ACM
217
Advance Capital Management
Michigan
$9.32M 35,540 +1,285 +4%
Prudential Financial
218
Prudential Financial
New Jersey
$9.31M 35,503 +3,865 +12%
KAH
219
Kathryn A. Hall
$9.26M 35,305 – –
HIG
220
Heritage Investment Group
Florida
$9.25M 35,277 -5,046 -13%
SEI Investments
221
SEI Investments
Pennsylvania
$9.21M 35,105 +29,543 +531%
CB
222
Centennial Bank
Arkansas
$9.13M 34,801 +26,680 +329%
SWP
223
Summit Wealth Partners
Florida
$9.03M 34,429 +913 +3%
QCM
224
QRG Capital Management
Illinois
$9M 34,298 +32,050 +1,426%
PA
225
Procyon Advisors
Connecticut
$8.89M 33,903 +29,157 +614%
7 8
9
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