IWB icon

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 %
GFPC
1151
Global Financial Private Client
Florida
$57.8K – – –
CFGS
1152
Concourse Financial Group Securities
Alabama
$57K +$35.4K +123 +164%
VNA
1153
Valley National Advisers
Pennsylvania
$53K – – –
FWM
1154
FSA Wealth Management
Massachusetts
$51.8K – – –
SFC
1155
SYM Financial Corp
Indiana
$51.1K – – –
KHC
1156
Koesten Hirschmann & Crabtree
Kansas
$51K – – –
WIA
1157
Wetzel Investment Advisors
Indiana
$50.5K -$27.4K -100 -35%
JFA
1158
JNBA Financial Advisors
Minnesota
$50.1K +$50.1K +174 New
HR
1159
Howe & Rusling
New York
$49.3K -$5.47K -19 -10%
CT
1160
Clearstead Trust
Maine
$46.7K -$1.15K -4 -2%
PCA
1161
Providence Capital Advisors
North Carolina
$46.7K – – –
Allspring Global Investments
1162
Allspring Global Investments
North Carolina
$45.7K -$1.42M -4,939 -97%
HWM
1163
Horizons Wealth Management
North Carolina
$44.6K – – –
FMTCOCP
1164
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K – – –
CCM
1165
Chilton Capital Management
Texas
$41.8K – – –
OLVIG
1166
Oliver Lagore Vanvalin Investment Group
Michigan
$41.2K +$41.2K +143 New
MAWCM
1167
Mine & Arao Wealth Creation & Management
California
$40.5K – – –
AssetMark Inc
1168
AssetMark Inc
California
$38.9K +$8.64K +30 +29%
AW
1169
Avion Wealth
Texas
$38K – – –
OHWP
1170
Oak Harbor Wealth Partners
North Carolina
$36K – – –
GKIM
1171
GW&K Investment Management
Massachusetts
$33K – – –
MLA
1172
MB, Levis & Associates
Pennsylvania
$32.8K – – –
FMII
1173
Farmers & Merchants Investments Inc
Nebraska
$30.5K – – –
PIP
1174
Peachtree Investment Partners
Florida
$29.9K – – –
TF
1175
Tompkins Financial
New York
$28.8K – – –
45 46
47
48 49