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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,215 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 317 increasing their positions, 440 reducing their positions, and 74 closing their positions.

Holders
1,215
Holders Change
+9
Holders Change %
+0.75%
% of All Funds
17.62%
Holding in Top 10
91
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.21%
% of All Funds
1.32%
New
101
Increased
317
Reduced
440
Closed
74
Calls
$17.1M
Puts
$33.1M
Net Calls
-$16M
Net Calls Change
-$9.4M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$748M
2
BlackRock
2
BlackRock
New York
$1.27B
3
UBS Group
3
UBS Group
Switzerland
$376M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.38B
5
GH
5
Geisinger Health
Pennsylvania
$103M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$789M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$40.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$110M
4
TCM
4
Twele Capital Management
Minnesota
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$433M
Name Market Value Shares Shares
Change 		Shares
Change %
CPSAC
226
Chas P. Smith & Associates (CPS)
Florida
$8.74M 30,342 +30,342 New
PFBT
227
Parkside Financial Bank & Trust
Missouri
$8.68M 30,136 -534 -2%
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$8.65M 30,044 -2 -0%
CWG
229
Cornerstone Wealth Group
North Carolina
$8.62M 29,911 +29,911 New
FCM
230
Firestone Capital Management
Florida
$8.57M 29,769 +39 +0.1%
ANBT
231
American National Bank & Trust
Texas
$8.57M 29,760 – –
FC
232
Fiduciary Counselling
Minnesota
$8.42M 29,245 – –
TCBWMS
233
Texas Capital Bank Wealth Management Services
Texas
$8.36M 29,041 -8,782 -23%
CG
234
Caprock Group
Idaho
$8.27M 28,707 -749 -3%
IAN
235
Integrated Advisors Network
Texas
$8.23M 28,587 +1,877 +7%
QCG
236
Quadrant Capital Group
Ohio
$8.17M 28,378 -2,468 -8%
NSIM
237
North Star Investment Management
Illinois
$8.01M 27,820 – –
CWM
238
Circle Wealth Management
New Jersey
$7.9M 27,421 +79 +0.3%
CMBA
239
C.M. Bidwell & Associates
Hawaii
$7.82M 27,155 +165 +0.6%
SIA
240
Stegner Investment Associates
Kentucky
$7.79M 27,048 +6 +0%
FHB
241
First Hawaiian Bank
Hawaii
$7.75M 26,890 +165 +0.6%
TPCW
242
TD Private Client Wealth
New York
$7.74M 26,876 -8,703 -24%
SC
243
Sepio Capital
Utah
$7.71M 26,755 – –
GC
244
Garde Capital
Washington
$7.61M 26,414 -46 -0.2%
MCM
245
MV Capital Management
Maryland
$7.57M 26,293 -148 -0.6%
AC
246
Avestar Capital
New York
$7.56M 26,240 -647 -2%
HWM
247
HB Wealth Management
Georgia
$7.56M 26,233 +576 +2%
FPCP
248
Fort Point Capital Partners
California
$7.53M 26,150 -848 -3%
LGWM
249
Litman Gregory Wealth Management
California
$7.5M 26,036 +300 +1%
CS
250
Cannell & Spears
New York
$7.49M 26,005 – –
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