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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.

Holders
1,215
Holders Change
+9
Holders Change %
+0.75%
% of All Funds
17.62%
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
1
Goldman Sachs
New York
$748M
2
BlackRock
2
BlackRock
New York
$1.27B
3
UBS Group
3
UBS Group
Switzerland
$376M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.38B
5
GH
5
Geisinger Health
Pennsylvania
$103M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$789M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$40.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$110M
4
TCM
4
Twele Capital Management
Minnesota
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$433M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
101
Sigma Investment Counselors
Michigan
$32.8M 113,833 -1,033 -0.9%
NA
102
NewEdge Advisors
Louisiana
$32.7M 113,663 +9,724 +9%
SC
103
Schoolcraft Capital
Colorado
$32.1M 111,585 +264 +0.2%
FMP
104
Financial Management Professionals
Texas
$31.3M 108,702 -588 -0.5%
NP
105
NorthRock Partners
Minnesota
$31.3M 108,586 -2,571 -2%
WT
106
Whittier Trust
California
$31M 107,593 +16,877 +19%
RFA
107
RTD Financial Advisors
Pennsylvania
$30.3M 105,359 -1,412 -1%
IC
108
IEQ Capital
California
$30.2M 104,811 +3,022 +3%
MA
109
Montag & Associates
Georgia
$30M 104,130 -568 -0.5%
WTC
110
WhitTier Trust Company
Nevada
$29.5M 102,540 – –
WFAG
111
Wescott Financial Advisory Group
Pennsylvania
$29.3M 101,808 -5,234 -5%
RSWM
112
Robertson Stephens Wealth Management
California
$29.1M 101,060 +3,473 +4%
HFS
113
Hoge Financial Services
Pennsylvania
$28.6M 99,292 +13,273 +15%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$28.5M 99,043 +3,041 +3%
KAS
115
Kestra Advisory Services
Texas
$27.6M 95,809 +1,163 +1%
BSW
116
Buckingham Strategic Wealth
Missouri
$26.6M 92,500 +787 +0.9%
TWP
117
TFO Wealth Partners
Ohio
$26.1M 90,720 +252 +0.3%
GPW
118
Gray Private Wealth
Massachusetts
$26M 90,388 +90,388 New
PIM
119
Parker Investment Management
California
$25.3M 87,954 – –
LA
120
Legacy Advisors
Pennsylvania
$25.2M 87,610 -87 -0.1%
JSL
121
JT Stratford LLC
Georgia
$24.9M 86,591 +4,547 +6%
BCM
122
BTC Capital Management
Iowa
$24.5M 84,911 +84,911 New
OCG
123
Opus Capital Group
Ohio
$23.7M 82,297 -944 -1%
AWM
124
Act Wealth Management
Texas
$23.7M 82,218 +749 +0.9%
XF
125
XML Financial
Maryland
$23.6M 81,786 +763 +0.9%
3 4
5
6 7