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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+9
Holders Change %
+0.75%
% of All Funds
17.61%
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
Goldman Sachs
New York
$748M
2
BlackRock
BlackRock
New York
$1.27B
3
UBS Group
UBS Group
Switzerland
$376M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.38B
5
GH
Geisinger Health
Pennsylvania
$103M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$789M
2
Osaic Holdings
Osaic Holdings
Arizona
$40.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$110M
4
TCM
Twele Capital Management
Minnesota
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$433M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
276
Kayne Anderson Rudnick Investment Management
California
$5.33M -$57.9K -201 -1%
PBF
277
Petix & Botte Financial
California
$5.32M +$5.32M +18,478 New
TDWM
278
Topel & Distasi Wealth Management
California
$5.27M -$56.5K -196 -1%
ACA
279
Anchor Capital Advisors
Massachusetts
$5.27M +$36.9K +128 +0.7%
MCCA
280
Mill Creek Capital Advisors
Pennsylvania
$5.23M +$1.73K +6 +0%
HCC
281
Hirtle Callaghan & Co
Pennsylvania
$5.23M +$51.8K +180 +1%
STA
282
Summit Trail Advisors
New York
$5.22M +$576 +2 +0%
SWM
283
Shelton Wealth Management
Texas
$5.21M -$565K -1,961 -10%
ECG
284
Edge Capital Group
Georgia
$5.15M +$665K +2,307 +15%
SMA
285
Sage Mountain Advisors
Georgia
$5.14M – – –
EWA
286
EP Wealth Advisors
California
$5.12M +$316K +1,096 +7%
Citigroup
287
Citigroup
New York
$5.12M +$35.1K +122 +0.7%
SFA
288
Seneca Financial Advisors
New York
$5.07M -$14.4K -50 -0.3%
LW
289
Linscomb Wealth
Texas
$5.01M -$6.91K -24 -0.1%
RBC
290
Roble Belko & Company
Pennsylvania
$4.99M -$2.88K -10 -0.1%
FC
291
FCA Corp
Texas
$4.97M -$17K -59 -0.3%
DWM
292
Destination Wealth Management
California
$4.92M -$137K -475 -3%
SIA
293
Strategic Investment Advisors
Michigan
$4.89M -$79.2K -275 -2%
IF
294
Intrua Financial
Texas
$4.88M -$362K -1,256 -7%
RFC
295
Regions Financial Corp
Alabama
$4.87M +$288 +1 +0%
CAG
296
Csenge Advisory Group
Florida
$4.87M +$223K +773 +5%
ONB
297
Old National Bancorp
Indiana
$4.79M -$1.43M -4,952 -23%
PCMC
298
Private Capital Management (Colorado)
Colorado
$4.75M -$220K -765 -4%
FWIA
299
Fort Washington Investment Advisors
Ohio
$4.72M -$15.7M -54,658 -77%
FA
300
Fiducient Advisors
Illinois
$4.7M -$330K -1,144 -7%
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