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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 %
William Blair & Company
126
William Blair & Company
Illinois
$23.3M 80,848 -16,577 -17%
Citadel Advisors
127
Citadel Advisors
Florida
$23.1M 80,042 -19,733 -20%
SFA
128
Sequoia Financial Advisors
Ohio
$22M 76,463 -2,309 -3%
AIM
129
Allen Investment Management
New York
$21.8M 75,756 +72 +0.1%
MCM
130
MAI Capital Management
Ohio
$21.8M 75,608 +14,881 +25%
FNBT
131
FineMark National Bank & Trust
Florida
$21.4M 74,159 +7 +0%
PCIA
132
Prime Capital Investment Advisors
Kansas
$21.1M 73,306 +58,260 +387%
P
133
Pitcairn
Pennsylvania
$21.1M 73,254 +6,993 +11%
SI
134
Stephens Inc
Arkansas
$21M 72,812 +720 +1%
S
135
Sachetta
Massachusetts
$20.6M 78,663 – –
AL
136
Aspiriant LLC
California
$19.6M 68,115 -240 -0.4%
CCM
137
Coldstream Capital Management
Washington
$19.5M 67,770 -3,297 -5%
MWM
138
Modera Wealth Management
New Jersey
$19.4M 67,363 +111 +0.2%
PCMK
139
Paragon Capital Management (Kansas)
Kansas
$19.3M 67,136 -1,074 -2%
CA
140
Centerpoint Advisors
Massachusetts
$18.9M 65,494 -1,612 -2%
BFM
141
Boston Financial Management
Massachusetts
$18.3M 63,474 -1,850 -3%
CF
142
Copperwynd Financial
Arizona
$18.1M 62,756 +1,952 +3%
APW
143
Austin Private Wealth
Texas
$17.8M 62,356 -1,592 -2%
GT
144
Glenmede Trust
Pennsylvania
$17.8M 61,798 +5,500 +10%
CWA
145
CM Wealth Advisors
Ohio
$17.8M 62,532 +34,561 +124%
PO
146
Private Ocean
California
$17.5M 60,898 -17 -0%
TPI
147
Trust Point Inc
Wisconsin
$17.4M 60,403 -732 -1%
MGIA
148
Moneta Group Investment Advisors
Missouri
$17.3M 60,003 +278 +0.5%
Legal & General Group
149
Legal & General Group
United Kingdom
$17.1M 59,525 -16,953 -22%
BPWM
150
Badgley Phelps Wealth Managers
Washington
$17.1M 59,492 -494 -0.8%
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