IWB icon

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 %
SWPG
251
Strategic Wealth Partners Group
Illinois
$7.41M 25,714 -479 -2%
ITIM
252
Indiana Trust & Investment Management
Indiana
$7.37M 25,598 – –
Lido Advisors
253
Lido Advisors
California
$7.35M 25,533 -267 -1%
AWM
254
Avior Wealth Management
Nebraska
$7.29M 25,412 +20,057 +375%
AIA
255
Arcadia Investment Advisors
Idaho
$7.27M 25,251 -32 -0.1%
HI
256
Humankind Investments
New York
$7.22M 25,070 – –
AWE
257
Avidian Wealth Enterprises
Texas
$7.16M 24,871 +416 +2%
SW
258
SVB Wealth
Massachusetts
$7.09M 24,603 +1,097 +5%
CIC
259
Chilton Investment Company
Connecticut
$7.07M 24,550 – –
LNWWM
260
Laird Norton Wetherby Wealth Management
California
$6.53M 22,661 -235 -1%
TCWA
261
Turtle Creek Wealth Advisors
Texas
$6.47M 22,449 +8,067 +56%
VFA
262
Valeo Financial Advisors
Indiana
$6.46M 23,240 +2,139 +10%
KA
263
Klingman & Associates
New York
$6.37M 22,103 – –
RIS
264
Retirement Income Solutions
Michigan
$6.2M 21,520 -72 -0.3%
USWIA
265
UP Strategic Wealth Investment Advisors
Pennsylvania
$6.2M 21,509 +425 +2%
WPW
266
Waldron Private Wealth
Pennsylvania
$6.09M 21,136 +3,232 +18%
MSRPS
267
Maryland State Retirement & Pension System
Maryland
$6.04M 22,037 +16,301 +284%
TCB
268
Texas Capital Bancshares
Texas
$5.92M 20,563 -168 -0.8%
AllianceBernstein
269
AllianceBernstein
Tennessee
$5.79M 20,098 +3,955 +24%
EAM
270
Evanson Asset Management
California
$5.69M 19,755 +12 +0.1%
SPA
271
Sentinel Pension Advisors
Massachusetts
$5.63M 19,535 -8 -0%
PCWA
272
Pacific Capital Wealth Advisors
California
$5.54M 19,234 – –
B
273
Bensler
Washington
$5.54M 19,233 -195 -1%
SWM
274
SigFig Wealth Management
California
$5.48M 20,056 -1,524 -7%
AAS
275
Avantax Advisory Services
Texas
$5.33M 18,502 -4,241 -19%
9 10
11
12 13