IWB icon

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 %
LWMM
826
Legacy Wealth Management (Mississippi)
Mississippi
$484K -$242K -840 -33%
KL
827
KilterHowling LLC
Colorado
$483K +$1.44K +5 +0.3%
WP
828
WealthPLAN Partners
Nebraska
$480K
PAM
829
Palisade Asset Management
Minnesota
$478K
HCM
830
Highview Capital Management
Illinois
$478K -$278K -966 -37%
FPW
831
Flagship Private Wealth
Massachusetts
$474K -$2.31K -8 -0.5%
PSIWM
832
Paradigm Strategies in Wealth Management
Minnesota
$469K
MGWM
833
Marks Group Wealth Management
Minnesota
$467K
SS
834
Sunbelt Securities
Texas
$467K
LL
835
LPWM LLC
Minnesota
$467K
PA
836
Pinnacle Associates
New York
$467K
AWM
837
Apollon Wealth Management
South Carolina
$465K -$98.5K -342 -17%
HB
838
HTLF Bank
Colorado
$463K
SF
839
Synovus Financial
Georgia
$462K -$42.1K -146 -8%
SWRP
840
Summit Wealth & Retirement Planning
California
$461K +$461K +1,599 New
NG
841
Northstar Group
New York
$457K
BFA
842
Beaumont Financial Advisors
Massachusetts
$456K +$576 +2 +0.1%
APG
843
Abacus Planning Group
South Carolina
$455K -$473K -1,642 -51%
CWM
844
Chesapeake Wealth Management
Virginia
$454K -$37.2K -129 -8%
OBWP
845
O'Brien Wealth Partners
Massachusetts
$453K -$19.9K -69 -4%
SYBT
846
Stock Yards Bank & Trust
Kentucky
$450K -$419K -1,455 -48%
USCWA
847
U.S. Capital Wealth Advisors
Texas
$448K -$17.6K -61 -4%
RA
848
Ruggaard & Associates
Ohio
$448K -$115K -400 -20%
AIA
849
Alera Investment Advisors
Illinois
$446K
HCP
850
Holt Capital Partners
Texas
$442K