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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 %
BFS
201
Bradley Foster & Sargent
Connecticut
$11M 38,351 -183 -0.5%
JFG
202
JMG Financial Group
Illinois
$10.9M 37,907 -708 -2%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$10.8M 37,441 -280 -0.7%
JSW
204
Journey Strategic Wealth
New Jersey
$10.5M 36,577 -13 -0%
SWP
205
Summit Wealth Partners
Florida
$10.5M 36,490 +2,061 +6%
ACM
206
Advance Capital Management
Michigan
$10.5M 36,461 +921 +3%
BFA
207
Brown Financial Advisory
Alabama
$10.5M 36,384 -2,671 -7%
SWP
208
Stratos Wealth Partners
Ohio
$10.4M 36,182 -1,979 -5%
OFG
209
Oxford Financial Group
Indiana
$10.4M 36,018 -4,890 -12%
AWS
210
Atria Wealth Solutions
New York
$10.3M 35,657 +4,678 +15%
KAH
211
Kathryn A. Hall
$10.2M 35,305 – –
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$10.2M 35,241 +5,895 +20%
Prudential Financial
213
Prudential Financial
New Jersey
$10M 34,802 -701 -2%
HIG
214
Heritage Investment Group
Florida
$9.92M 34,431 -846 -2%
YIA
215
YHB Investment Advisors
Connecticut
$9.69M 33,638 +1,156 +4%
HC
216
Hamilton Capital
Ohio
$9.34M 32,430 -374 -1%
SWM
217
Spire Wealth Management
Virginia
$9.31M 32,336 -6,015 -16%
NC
218
NewSquare Capital
Pennsylvania
$9.31M 32,323 +906 +3%
SAM
219
Silvercrest Asset Management
New York
$9.12M 31,675 -700 -2%
OFG
220
Omega Financial Group
California
$9.02M 31,323 -1,127 -3%
FCA
221
FinTrust Capital Advisors
South Carolina
$8.98M 31,161 +3,948 +15%
ACA
222
Aptus Capital Advisors
Alabama
$8.92M 30,966 +30,170 +3,790%
SSB
223
Sandy Spring Bank
Maryland
$8.87M 30,791 -618 -2%
HSA
224
HBK Sorce Advisory
Pennsylvania
$8.77M 30,460 -409 -1%
AFP
225
Ausdal Financial Partners
Iowa
$8.74M 30,356 -1,640 -5%
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