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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 %
HA
351
HFG Advisors
Ohio
$3.46M -$1.66M -5,754 -32%
IA
352
IFG Advisors
Missouri
$3.43M +$642K +2,229 +23%
EW
353
Evoke Wealth
California
$3.41M +$3.41M +11,829 New
GAG
354
GM Advisory Group
New York
$3.39M +$202K +700 +6%
Natixis Advisors
355
Natixis Advisors
Massachusetts
$3.38M +$116K +403 +4%
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$3.37M +$784K +2,721 +30%
PFM
357
Phillips Financial Management
Indiana
$3.36M -$2.02K -7 -0.1%
HH
358
Hilltop Holdings
Texas
$3.3M -$220K -765 -6%
RWP
359
RWA Wealth Partners
Massachusetts
$3.28M +$6.91K +24 +0.2%
FCH
360
Freestone Capital Holdings
Washington
$3.28M -$12.1K -42 -0.4%
SB
361
Strategic Blueprint
Georgia
$3.27M -$66.8K -232 -2%
TFF
362
The Family Firm
Maryland
$3.26M +$8.93K +31 +0.3%
SHGA
363
Sand Hill Global Advisors
California
$3.25M -$63.7K -221 -2%
P
364
&Partners
Tennessee
$3.15M -$14.4M -50,100 -82%
PGFC
365
Peapack-Gladstone Financial Corp
New Jersey
$3.14M +$29.7K +103 +1%
PSA
366
Plum Street Advisors
Louisiana
$3.13M -$299K -950 -9%
AI
367
Accredited Investors
Minnesota
$3.13M – – –
DWM
368
Dakota Wealth Management
Florida
$3.12M -$193K -670 -6%
GIA
369
Guyasuta Investment Advisors
Pennsylvania
$3.12M – – –
CSPIA
370
Cary Street Partners Investment Advisory
Virginia
$3.12M +$175K +609 +6%
ACI
371
Alpha Cubed Investments
California
$3.09M +$210K +730 +7%
BAM
372
Belpointe Asset Management
Nevada
$3.08M -$482K -1,673 -14%
RWMH
373
Riverpoint Wealth Management Holdings
Illinois
$3.07M +$9.22K +32 +0.3%
FWTB
374
First Western Trust Bank
Colorado
$3.06M -$2.02K -7 -0.1%
X
375
Xponance
Pennsylvania
$3.06M -$818K -2,840 -21%
13 14
15
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