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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 %
AWA
1001
Amplius Wealth Advisors
Pennsylvania
$245K -$11.5K -40 -4%
KCM
1002
Kanawha Capital Management
Virginia
$245K – – –
OCPWS
1003
One Charles Private Wealth Services
Massachusetts
$244K – – –
VVP
1004
Venture Visionary Partners
Ohio
$244K +$13K +45 +6%
BHWA
1005
Beacon Harbor Wealth Advisors
Virginia
$243K – – –
EFA
1006
Edge Financial Advisors
Illinois
$243K +$243K +842 New
FCFC
1007
First Commonwealth Financial Corp
Pennsylvania
$242K +$242K +840 New
CP
1008
Covenant Partners
Tennessee
$242K -$10.7K -37 -4%
ACM
1009
Allred Capital Management
Texas
$241K -$674K -2,341 -74%
SVWG
1010
Shared Vision Wealth Group
United States
$240K +$288 +1 +0.1%
GFP
1011
Gryphon Financial Partners
Ohio
$239K +$239K +830 New
PWMG
1012
Prestige Wealth Management Group
New Jersey
$238K -$40K -139 -14%
FDS
1013
Freedom Day Solutions
Texas
$238K – – –
BHWM
1014
Bar Harbor Wealth Management
New Hampshire
$237K – – –
BIA
1015
Benchmark Investment Advisors
Illinois
$237K – – –
AWM
1016
Abound Wealth Management
Tennessee
$236K – – –
BWA
1017
BlueChip Wealth Advisors
Georgia
$234K – – –
W
1018
WealthCollab
Washington
$234K – – –
KFC
1019
Klingenstein Fields & Co
New York
$233K – – –
APP
1020
Avantax Planning Partners
Iowa
$232K +$232K +807 New
HFA
1021
High Falls Advisors
New York
$232K +$232K +806 New
HCM
1022
Hutchinson Capital Management
California
$232K – – –
AWAG
1023
ARS Wealth Advisors Group
Florida
$231K -$576 -2 -0.2%
ISB
1024
Iowa State Bank
Iowa
$230K – – –
MWM
1025
Melfa Wealth Management
Massachusetts
$230K +$230K +800 New
39 40
41
42 43