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iShares Russell 1000 ETF
IWB

Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$159M
2
BlackRock
BlackRock
New York
+$116M
3
UBS Group
UBS Group
Switzerland
+$102M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$84.3M
5
GH
Geisinger Health
Pennsylvania
+$77M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$572M
2
Osaic Holdings
Osaic Holdings
Arizona
-$117M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$98.4M
4
TCM
Twele Capital Management
Minnesota
-$86.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRC
926
New Republic Capital
North Carolina
$307K -$5.47K -19 -2%
LC
927
LCNB Corp
Ohio
$307K – – –
SOAG
928
Silver Oak Advisory Group
Oregon
$306K -$10.1K -35 -3%
MAWA
929
Moss Adams Wealth Advisors
Washington
$306K – – –
EE
930
EWG Elevate
California
$303K – – –
EWS
931
Evergreen Wealth Solutions
Pennsylvania
$302K +$302K +1,049 New
KWS
932
Keystone Wealth Services
California
$300K +$576 +2 +0.2%
MWP
933
Madison Wealth Partners
Wisconsin
$300K +$33.7K +117 +13%
DA
934
Drake & Associates
Wisconsin
$299K +$299K +1,037 New
IAG
935
Investmark Advisory Group
Connecticut
$299K +$864 +3 +0.3%
ESB
936
Essex Savings Bank
Connecticut
$298K – – –
ECM
937
Evergreen Capital Management
Washington
$297K – – –
ML
938
McAdam LLC
Pennsylvania
$294K +$54.5K +189 +23%
ZIM
939
Zacks Investment Management
Illinois
$291K +$291K +1,012 New
NS
940
NBC Securities
Alabama
$291K -$17.3K -60 -6%
BA
941
Bristlecone Advisors
Washington
$288K – – –
AG
942
Advocate Group
Minnesota
$288K – – –
HR
943
Hardy Reed
Mississippi
$286K – – –
PS
944
Portfolio Strategies
New York
$286K +$286K +992 New
CPCM
945
Cardinal Point Capital Management
Ontario, Canada
$282K – – –
CCM
946
Cambridge Capital Management
Illinois
$282K – – –
GJIA
947
Glass Jacobson Investment Advisors
Maryland
$281K -$5.47K -19 -2%
RWP
948
Revolve Wealth Partners
New Jersey
$281K +$281K +977 New
JJBC
949
James J. Burns & Company
New York
$281K -$1.69M -5,933 -86%
HWM
950
Howard Wealth Management
Connecticut
$281K -$5.76K -20 -2%
36 37
38
39 40