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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 %
VC
1026
Veracity Capital
Georgia
$230K -$18.4K -64 -7%
IP
1027
Isthmus Partners
Wisconsin
$229K – – –
AMCA
1028
Arthur M. Cohen & Associates
Illinois
$229K +$288 +1 +0.1%
BIG
1029
Builder Investment Group
Georgia
$228K – – –
AFAS
1030
Acorn Financial Advisory Services
Virginia
$228K +$228K +793 New
FCM
1031
Fortis Capital Management
Washington
$228K +$576 +2 +0.3%
EWA
1032
Exencial Wealth Advisors
Oklahoma
$227K +$864 +3 +0.4%
SSW
1033
Stone Summit Wealth
Florida
$227K – – –
TNA
1034
True North Advisors
Texas
$226K – – –
TWP
1035
Total Wealth Planning
Ohio
$226K – – –
RFA
1036
Rollins Financial Advisors
New York
$224K +$224K +779 New
RWA
1037
Redhawk Wealth Advisors
Minnesota
$224K -$6.34K -22 -3%
GGS
1038
Galvin Gaustad & Stein
Arizona
$224K – – –
3F
1039
360 Financial
Minnesota
$224K – – –
OWA
1040
Opal Wealth Advisors
New York
$223K -$273K -947 -55%
FC
1041
Forte Capital
New York
$222K – – –
EWA
1042
Evolution Wealth Advisors
Florida
$221K -$5.76K -20 -3%
PWM
1043
Power Wealth Management
Georgia
$221K +$221K +768 New
BRM
1044
Boston Research & Management
Massachusetts
$221K – – –
PWM
1045
Penobscot Wealth Management
Maine
$221K +$221K +769 New
LFG
1046
Larson Financial Group
Missouri
$221K +$288 +1 +0.1%
PIA
1047
Perennial Investment Advisors
California
$220K +$220K +765 New
HFP
1048
Holistic Financial Partners
Indiana
$219K +$219K +760 New
WC
1049
Waterloo Capital
Texas
$218K -$4.69M -16,292 -96%
PCA
1050
Pallas Capital Advisors
Massachusetts
$217K -$30.5K -106 -12%
40 41
42
43 44