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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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.74B 10,442,803 +24,058 +0.2%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.2B 8,379,815 +227,252 +3%
Morgan Stanley
3
Morgan Stanley
New York
$1.24B 4,724,424 +2,350,795 +99%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.18B 4,512,821 +146,971 +3%
BlackRock
5
BlackRock
New York
$1.05B 4,014,590 -634,542 -14%
Bank of America
6
Bank of America
North Carolina
$987M 3,765,132 +299,476 +9%
M&T Bank
7
M&T Bank
New York
$775M 2,954,718 +31,595 +1%
Northern Trust
8
Northern Trust
Illinois
$719M 2,741,486 -69,686 -2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$670M 2,555,493 -47,652 -2%
LPL Financial
10
LPL Financial
California
$592M 2,256,206 +6,285 +0.3%
Goldman Sachs
11
Goldman Sachs
New York
$536M 2,045,158 -11,004 -0.5%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$458M 1,745,399 +1,218,209 +231%
CCA
13
Catalyst Capital Advisors
New York
$406M 1,547,720 -80,198 -5%
MRC
14
Millburn Ridgefield Corp
New York
$406M 1,547,720 -80,198 -5%
Wells Fargo
15
Wells Fargo
California
$374M 1,427,248 +30,635 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$340M 1,297,050 +12,363 +1%
JIC
17
Johnson Investment Counsel
Ohio
$321M 1,225,799 +25,434 +2%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$304M 1,158,930 +1,158,930 New
BF
19
BOK Financial
Oklahoma
$297M 1,133,784 -92,602 -8%
DLIC
20
Daido Life Insurance Company
Japan
$296M 1,130,398 – –
UBS Group
21
UBS Group
Switzerland
$249M 951,247 -117,302 -11%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$216M 823,499 +1,780 +0.2%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$214M 817,438 -15,533 -2%
LWMT
24
Legacy Wealth Management (Tennessee)
Tennessee
$209M 797,321 -6,077 -0.8%
NMIFOAC
25
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$207M 791,000 -412,000 -34%
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