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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 %
UCFA
326
United Capital Financial Advisors
Texas
$4.09M -$1.58M -5,476 -28%
RVPG
327
Relative Value Partners Group
$4.06M -$280K -1,052 -6%
FHA
328
First Horizon Advisors
Tennessee
$4.06M -$150K -521 -4%
LPAM
329
Lodestar Private Asset Management
California
$3.98M -$107K -373 -3%
BCG
330
Breakwater Capital Group
New Jersey
$3.97M -$45.2K -157 -1%
PBO
331
Peoples Bank (Ohio)
Ohio
$3.95M -$7.2K -25 -0.2%
HTC
332
Haverford Trust Company
Pennsylvania
$3.91M -$1.14M -3,942 -23%
IC
333
Iconiq Capital
California
$3.9M +$7.49K +26 +0.2%
PL
334
Plancorp LLC
Missouri
$3.87M +$390K +1,355 +11%
SFS
335
Summit Financial Strategies
Ohio
$3.85M -$58.2K -202 -1%
ERWM
336
Elk River Wealth Management
Colorado
$3.81M -$615K -2,134 -14%
NCM
337
Next Capital Management
New York
$3.78M +$1.65M +5,717 +77%
CF
338
Corrigan Financial
Rhode Island
$3.78M -$15.3K -53 -0.4%
BRWA
339
B. Riley Wealth Advisors
Florida
$3.76M +$19.1K +81 +0.5%
SCA
340
St. Clair Advisors
Ohio
$3.7M -$1.67M -5,784 -31%
SFS
341
Security Financial Services
Indiana
$3.7M -$81.8K -284 -2%
AC
342
Apella Capital
Connecticut
$3.69M – – –
LI
343
LMCG Investments
Massachusetts
$3.66M +$45.2K +157 +1%
MWM
344
Mission Wealth Management
California
$3.65M -$65.1K -226 -2%
APF
345
Alaska Permanent Fund
Alaska
$3.65M – – –
QCM
346
Quantinno Capital Management
New York
$3.65M +$2.2M +7,630 +151%
MHS
347
M Holdings Securities
Oregon
$3.57M +$7.78K +27 +0.2%
FMWA
348
Forvis Mazars Wealth Advisors
Missouri
$3.51M -$127K -441 -3%
AI
349
Atria Investments
North Carolina
$3.48M +$501K +1,740 +17%
HIS
350
Horizon Investment Services
Indiana
$3.46M +$85.8K +298 +3%
12 13
14
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