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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 %
WTB
1051
Washington Trust Bank
Washington
$217K +$217K +754 New
AUB
1052
Atlantic Union Bankshares
Virginia
$217K +$217K +754 New
CWM
1053
Cherrydale Wealth Management
New Jersey
$217K +$217K +754 New
BDF
1054
Black Diamond Financial
Maryland
$216K – – –
PTC
1055
Private Trust Company
Ohio
$215K – – –
AIM
1056
Athena Investment Management
California
$212K +$212K +734 New
MLIC
1057
Mandatum Life Insurance Company
Finland
$211K +$211K +731 New
PCS
1058
Personal CFO Solutions
New Jersey
$210K -$213K -740 -50%
PTC
1059
Philadelphia Trust Company
Pennsylvania
$210K +$210K +728 New
BFO
1060
Boston Family Office
Massachusetts
$209K +$209K +725 New
HP
1061
Holistic Planning
Texas
$208K +$208K +723 New
LA
1062
LexAurum Advisors
Kansas
$208K +$208K +723 New
9WM
1063
9258 Wealth Management
Ohio
$208K +$208K +723 New
WE
1064
Wealth Effects
Massachusetts
$208K +$208K +723 New
MAA
1065
Matrix Asset Advisors
New York
$208K +$208K +721 New
FTWA
1066
Fifth Third Wealth Advisors
Ohio
$207K +$207K +717 New
CCP
1067
Carmel Capital Partners
California
$206K +$206K +717 New
AWM
1068
Adams Wealth Management
Utah
$205K +$205K +712 New
UL
1069
Unionview LLC
Washington
$205K +$205K +710 New
CTC
1070
Central Trust Company
Missouri
$205K – – –
EF
1071
Empowered Funds
Pennsylvania
$204K +$204K +709 New
PCMF
1072
Private Capital Management (Florida)
Florida
$204K +$204K +708 New
OPA
1073
Old Port Advisors
Maine
$204K +$204K +707 New
MC
1074
Moors & Cabot
Massachusetts
$203K +$203K +705 New
LCOV
1075
London Company of Virginia
Virginia
$203K -$21.5M -74,695 -99%
41 42
43
44 45