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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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.95B 10,237,102 -205,701 -2%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.47B 8,558,783 +178,968 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.38B 4,805,388 +292,567 +6%
BlackRock
4
BlackRock
New York
$1.27B 4,417,203 +402,613 +10%
Bank of America
5
Bank of America
North Carolina
$1.04B 3,597,457 -167,675 -4%
M&T Bank
6
M&T Bank
New York
$924M 3,208,094 +253,376 +9%
Morgan Stanley
7
Morgan Stanley
New York
$789M 2,738,825 -1,985,599 -42%
Northern Trust
8
Northern Trust
Illinois
$785M 2,724,460 -17,026 -0.6%
Goldman Sachs
9
Goldman Sachs
New York
$748M 2,597,221 +552,063 +27%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$720M 2,500,311 -55,182 -2%
LPL Financial
11
LPL Financial
California
$666M 2,312,052 +55,846 +2%
MRC
12
Millburn Ridgefield Corp
New York
$446M 1,547,720 – –
CCA
13
Catalyst Capital Advisors
New York
$446M 1,547,720 – –
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$433M 1,502,556 -242,843 -14%
Wells Fargo
15
Wells Fargo
California
$414M 1,437,637 +10,389 +0.7%
UBS Group
16
UBS Group
Switzerland
$376M 1,304,195 +352,948 +37%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$363M 1,261,043 -36,007 -3%
JIC
18
Johnson Investment Counsel
Ohio
$360M 1,250,735 +24,936 +2%
BF
19
BOK Financial
Oklahoma
$333M 1,157,687 +23,903 +2%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$332M 1,153,226 -5,704 -0.5%
DLIC
21
Daido Life Insurance Company
Japan
$326M 1,130,398 – –
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$279M 968,007 +144,508 +18%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$235M 813,474 -3,964 -0.5%
NMIFOAC
24
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$228M 791,000 – –
LWMT
25
Legacy Wealth Management (Tennessee)
Tennessee
$227M 788,792 -8,529 -1%
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