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iShares Russell 1000 ETF

1,216 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, 318 increasing their positions, 440 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+9
Holders Change %
+0.75%
% of All Funds
17.63%
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
318
Reduced
440
Closed
74
Calls
$17.1M
Puts
$33.1M
Net Calls
-$16M
Net Calls Change
-$9.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
601
Source Financial Advisors
New York
$1.06M +$2.3K +8 +0.2%
KPWS
602
Kestra Private Wealth Services
Texas
$1.06M -$836K -2,902 -44%
WSWA
603
Warren Street Wealth Advisors
California
$1.06M -$25.3K -88 -2%
PFP
604
Pinnacle Financial Partners
Tennessee
$1.05M +$136K +473 +15%
ES
605
Eagle Strategies
New York
$1.05M -$72.9K -253 -7%
SWP
606
Strategic Wealth Partners
Ohio
$1.04M +$25.6K +89 +3%
KCM
607
KM Capital Management
Texas
$1.04M
FFA
608
Fragasso Financial Advisors
Pennsylvania
$1.04M -$142K -494 -12%
DC
609
Davenport & Co
Virginia
$1.04M +$340K +1,180 +49%
NB
610
Nicolet Bankshares
Wisconsin
$1.04M -$2.59K -9 -0.2%
WIC
611
Whitegate Investment Counselors
New Hampshire
$1.03M -$3.46K -12 -0.3%
HNB
612
Hilltop National Bank
Wyoming
$1.03M +$1.03M +3,568 New
CWM
613
Connecticut Wealth Management
Connecticut
$1.03M -$236K -821 -19%
WHCI
614
W.H. Cornerstone Investments
Massachusetts
$1.03M -$448K -1,554 -30%
CS
615
Credit Suisse
Switzerland
$1.02M +$1.02M +3,554 New
FAM
616
Flaharty Asset Management
Florida
$1.02M -$5.76K -20 -0.6%
KWM
617
Keebeck Wealth Management
Illinois
$1.02M -$152K -529 -13%
LPT
618
Legacy Private Trust
Wisconsin
$1.02M +$56.7K +197 +6%
CAG
619
Crestwood Advisors Group
Massachusetts
$1M +$74.9K +260 +8%
KC
620
Kades & Cheifetz
Pennsylvania
$991K -$73.5K -255 -7%
ORG
621
Optimist Retirement Group
Washington
$990K
WGCA
622
Wolf Group Capital Advisors
Virginia
$985K
TT
623
TI-Trust
Illinois
$985K
FWI
624
Facet Wealth Inc
Maryland
$981K +$231K +814 +31%
MFIM
625
Mesirow Financial Investment Management
Illinois
$981K -$1.24M -4,299 -56%