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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 %
CWP
1251
Curated Wealth Partners
California
– – -1,450 Closed
QT
1252
Quantbot Technologies
New York
– – -1,450 Closed
LCWP
1253
Legacy Capital Wealth Partners
Arkansas
– – -1,403 Closed
BCM
1254
BluePointe Capital Management
California
– – -1,392 Closed
GC
1255
GFG Capital
Florida
– – -1,370 Closed
Fisher Asset Management
1256
Fisher Asset Management
Washington
– – -1,317 Closed
Capital International Investors
1257
Capital International Investors
California
– – -1,246 Closed
DIA
1258
Dana Investment Advisors
Wisconsin
– – -1,221 Closed
QPWM
1259
Quadrant Private Wealth Management
Pennsylvania
– – -1,158 Closed
HWMA
1260
Heritage Wealth Management (Arizona)
Arizona
– – -1,150 Closed
HWM
1261
HFG Wealth Management
Texas
– – -1,076 Closed
MCA
1262
MSH Capital Advisors
Arizona
– – -1,008 Closed
RCM
1263
Richardson Capital Management
Wisconsin
– – -963 Closed
FS
1264
Ferguson Shapiro
Georgia
– – -959 Closed
FNWM
1265
Financial Network Wealth Management
Utah
– – -951 Closed
UAG
1266
United Advisor Group
Ohio
– – -933 Closed
DA
1267
Detalus Advisors
Missouri
– – -895 Closed
BOSSRA
1268
B.O.S.S. Retirement Advisors
Utah
– – -825 Closed
FFBTD
1269
First Financial Bank - Trust Division
Ohio
– – -807 Closed
HCM
1270
HMS Capital Management
Tennessee
– – -806 Closed
SFS
1271
Starfox Financial Services
Texas
– – -797 Closed
FCG
1272
Financial Connections Group
California
– – -582 Closed
WCM
1273
Winthrop Capital Management
Indiana
– – -330 Closed
LTI
1274
Laffer Tengler Investments
Tennessee
– – -266 Closed
FA
1275
Faithward Advisors
Pennsylvania
– – -227 Closed
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