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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 %
CWM
376
Cranbrook Wealth Management
Michigan
$3.04M -$16.7K -58 -0.5%
DWM
377
Dynasty Wealth Management
Florida
$3.04M +$3.04M +10,549 New
MWS
378
Maxwell Wealth Strategies
California
$3.02M – – –
AF
379
Apexium Financial
Texas
$3M -$834K -2,894 -22%
MBT
380
Montecito Bank & Trust
California
$2.99M +$6.05K +21 +0.2%
CIS
381
Custom Index Systems
New York
$2.99M -$41.2K -143 -1%
EK
382
Evensky & Katz
Florida
$2.94M -$182K -633 -6%
AG
383
Ascent Group
Virginia
$2.93M -$114K -395 -4%
ASN
384
Advisory Services Network
Georgia
$2.92M -$32.5K -113 -1%
LSA
385
Lansing Street Advisors
Pennsylvania
$2.9M -$16.7K -58 -0.6%
MFG
386
Merit Financial Group
Georgia
$2.9M +$196K +697 +7%
GCA
387
Genesee Capital Advisors
New York
$2.89M -$38.6K -134 -1%
RCAG
388
Rehmann Capital Advisory Group
Michigan
$2.89M -$51.6K -179 -2%
GWANC
389
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.85M +$120K +417 +4%
GIA
390
GHP Investment Advisors
Colorado
$2.83M +$1.15K +4 +0%
CCA
391
Checchi Capital Advisers
California
$2.82M – – –
WCF
392
West Coast Financial
California
$2.81M – – –
KFP
393
KMG Fiduciary Partners
Ohio
$2.8M +$34K +118 +1%
HCMT
394
Highland Capital Management (Tennessee)
Tennessee
$2.8M +$30.8K +107 +1%
Vanguard Group
395
Vanguard Group
Pennsylvania
$2.8M +$102K +353 +4%
DT
396
Diversified Trust
Tennessee
$2.78M +$228K +792 +9%
CPIG
397
Chicago Partners Investment Group
Illinois
$2.77M +$556 +2 +0%
BFG
398
Beacon Financial Group
Texas
$2.76M -$263K -914 -9%
FIM
399
Fernwood Investment Management
Massachusetts
$2.74M -$431K -1,495 -14%
TAM
400
Tocqueville Asset Management
New York
$2.73M -$15.8K -55 -0.6%
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