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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 %
JFGIW
151
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.1M 59,202 -7,774 -12%
TC
152
Trust Company
Kansas
$16.9M 58,776 -4,028 -6%
RMDI
153
R.M. Davis Inc
Maine
$16.7M 57,892 -3,326 -5%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$16.6M 57,676 -19,584 -25%
IWC
155
Integrated Wealth Concepts
Massachusetts
$16.5M 57,334 -334 -0.6%
AA
156
Auxano Advisors
Washington
$16.3M 56,683 -102 -0.2%
FSA
157
Financial Services Advisory
Maryland
$16.2M 56,215 +395 +0.7%
UB
158
UMB Bank
Missouri
$15.9M 55,262 -239 -0.4%
Wealthfront Advisers
159
Wealthfront Advisers
California
$15.9M 55,257 +1,923 +4%
CA
160
Cetera Advisors
Colorado
$15.8M 54,908 +24,844 +83%
OIA
161
OneDigital Investment Advisors
Kansas
$15.7M 54,626 +4,852 +10%
PWM
162
Perigon Wealth Management
California
$15.7M 54,553 -15 -0%
CI
163
Chartist Inc
California
$15.7M 54,443 -1,083 -2%
CRC
164
Curi RMB Capital
Illinois
$15.6M 54,009 +7,407 +16%
TFCP
165
Twin Focus Capital Partners
Massachusetts
$15.5M 53,669 +828 +2%
EWM
166
Evercore Wealth Management
New York
$15.3M 52,997 -20 -0%
HNB
167
Huntington National Bank
Ohio
– – – –
Luther King Capital Management (LKCM)
168
Luther King Capital Management (LKCM)
Texas
– – – –
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$14.6M 50,609 +2,310 +5%
TIM
170
Tortoise Investment Management
New York
$14.5M 50,497 -175 -0.3%
1WM
171
1900 Wealth Management
Texas
$14.4M 49,845 -16,584 -25%
OPS
172
Orion Portfolio Solutions
Nebraska
$14M 48,723 -36,892 -43%
BCI
173
Brinker Capital Investments
Pennsylvania
$14M 48,723 -36,892 -43%
BWA
174
Bordeaux Wealth Advisors
California
$14M 48,639 -478 -1%
ICG
175
InterOcean Capital Group
Tennessee
$13.9M 48,108 +6,595 +16%
5 6
7
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