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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 %
WSTAM
301
Wilbanks Smith & Thomas Asset Management
Virginia
$4.7M -$143K -495 -3%
DAS
302
Dynamic Advisor Solutions
Arizona
$4.63M -$56.7K -197 -1%
LTL
303
Lowery Thomas LLC
California
$4.58M -$21.6K -75 -0.5%
ST
304
Sageworth Trust
Pennsylvania
$4.57M – – –
Franklin Resources
305
Franklin Resources
California
$4.53M -$12M -41,588 -73%
BNP Paribas Financial Markets
306
BNP Paribas Financial Markets
France
$4.49M +$1.52M +5,272 +51%
GCM
307
G2 Capital Management
Ohio
$4.49M – – –
FFB
308
First Financial Bankshares
Texas
$4.45M – – –
VWA
309
Visionary Wealth Advisors
Illinois
$4.44M +$5.47K +19 +0.1%
SCTC
310
Sanibel Captiva Trust Company
Florida
$4.43M +$9.51K +33 +0.2%
KeyBank National Association
311
KeyBank National Association
Ohio
$4.42M +$360K +1,250 +9%
PFS
312
Prospera Financial Services
Texas
$4.4M +$531K +1,842 +14%
T. Rowe Price Associates
313
T. Rowe Price Associates
Maryland
$4.38M -$34.9K -121 -0.8%
CWA
314
Consilio Wealth Advisors
Washington
$4.35M +$15.6K +54 +0.4%
PFA
315
Pure Financial Advisors
California
$4.31M -$719K -2,497 -14%
NFG
316
Nadler Financial Group
Illinois
$4.31M -$64.8K -225 -1%
PAWA
317
Palo Alto Wealth Advisors
California
$4.31M -$169K -585 -4%
HIA
318
Harbor Investment Advisory
Maryland
$4.31M – – –
MFT
319
Moisand Fitzgerald Tamayo
Florida
$4.3M -$291K -1,010 -6%
DADC
320
D.A. Davidson & Co
Montana
$4.27M -$297K -1,031 -7%
BAAM
321
Baker Avenue Asset Management
California
$4.26M -$16.7K -58 -0.4%
Financial Engines Advisors
322
Financial Engines Advisors
California
$4.25M -$651K -2,261 -13%
HCA
323
Harbour Capital Advisors
Virginia
$4.23M – – –
WP
324
WMS Partners
Maryland
$4.21M – – –
GVAG
325
Great Valley Advisor Group
Delaware
$4.13M -$171K -595 -4%
11 12
13
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