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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.

Holders
1,215
Holders Change
+9
Holders Change %
+0.75%
% of All Funds
17.62%
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
1
Goldman Sachs
New York
$748M
2
BlackRock
2
BlackRock
New York
$1.27B
3
UBS Group
3
UBS Group
Switzerland
$376M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.38B
5
GH
5
Geisinger Health
Pennsylvania
$103M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$789M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$40.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$110M
4
TCM
4
Twele Capital Management
Minnesota
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$433M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$99.4M 345,208 -84,211 -20%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$87M 302,066 -6,882 -2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$82.5M 286,061 -4,368 -2%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$78.6M 272,822 +181,531 +199%
ANTB
55
AMG National Trust Bank
Colorado
$74.5M 258,718 -2,419 -0.9%
WAG
56
Winthrop Advisory Group
Massachusetts
$73.4M 254,787 +203,000 +392%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$69.8M 242,188 -5,489 -2%
BFPW
58
BOK Financial Private Wealth
Colorado
$67.7M 235,149 -7,131 -3%
BP
59
Ballentine Partners
Massachusetts
$67.2M 233,387 +1,165 +0.5%
JWA
60
JFS Wealth Advisors
Pennsylvania
$65.1M 225,936 -5,947 -3%
PA
61
Parkside Advisors
California
$65.1M 225,853 -2,013 -0.9%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$64.4M 223,589 +2,887 +1%
Two Sigma Investments
63
Two Sigma Investments
New York
$62.2M 215,800 -4,500 -2%
LSAG
64
Lake Street Advisors Group
New Hampshire
$61.5M 213,629 -280 -0.1%
WT
65
Washington Trust
Rhode Island
$59.8M 207,764 -7,735 -4%
FA
66
Fountainhead AM
New Jersey
$59.2M 205,540 +1,822 +0.9%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$58.2M 202,124 -38,974 -16%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$56.6M 196,399 +5,557 +3%
ECG
69
EPIQ Capital Group
California
$55.3M 192,113 +5,732 +3%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$53.4M 185,242 -9,417 -5%
Stifel Financial
71
Stifel Financial
Missouri
$52.5M 182,117 +5,697 +3%
BJL
72
Brighton Jones LLC
Washington
$52.3M 181,603 -809 -0.4%
JPG
73
Jordan Park Group
California
$50.6M 175,757 +29,765 +20%
RJA
74
Raymond James & Associates
Florida
$48.3M 167,770 -53,072 -24%
Corient Private Wealth
75
Corient Private Wealth
Florida
$47.7M 165,506 -438 -0.3%
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