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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 %
TCOV
1101
Trust Company of Vermont
Vermont
$152K +$152K +529 New
AIM
1102
Arcadia Investment Management
Michigan
$151K – – –
CSB
1103
City State Bank
Iowa
$151K – – –
LF
1104
LifeSteps Financial
California
$150K +$150K +520 New
TCA
1105
Trifecta Capital Advisors
Illinois
$144K – – –
RIL
1106
Rothschild Investment LLC
Illinois
$141K -$21.6K -75 -13%
IGWM
1107
ICA Group Wealth Management
Colorado
$138K – – –
CMA
1108
Cedar Mountain Advisors
Oregon
$137K – – –
MA
1109
Marquette Associates
Illinois
$136K – – –
SC
1110
SouthState Corp
Florida
$128K – – –
BSWA
1111
Bromfield Sneider Wealth Advisors
Massachusetts
$127K +$576 +2 +0.5%
PPWM
1112
PFG Private Wealth Management
Florida
$125K – – –
WIM
1113
Westside Investment Management
California
$124K – – –
AA
1114
AlphaMark Advisors
Kentucky
$123K – – –
SL
1115
Salomon & Ludwin
Virginia
$122K -$27.9K -97 -19%
PA
1116
Pineridge Advisors
Missouri
$120K – – –
JPWM
1117
Jamison Private Wealth Management
Georgia
$118K +$118K +410 New
HI
1118
Harbour Investments
Wisconsin
$114K -$6.62K -23 -5%
SAG
1119
Spotlight Asset Group
Illinois
$107K -$864 -3 -0.8%
HT
1120
Headlands Technologies
Illinois
$106K +$106K +368 New
BIM
1121
Breakwater Investment Management
Washington
$105K +$105K +363 New
CIAS
1122
Capital Investment Advisory Services
North Carolina
$102K -$108K -376 -52%
FM
1123
Family Management
New York
$101K +$101K +350 New
SAM
1124
Smartleaf Asset Management
Massachusetts
$100K – – –
ME
1125
McIlrath & Eck
Washington
$99.8K +$288 +1 +0.3%
43 44
45
46 47