ISHARES RUSSELL 1000 ETF (IWB) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL 1000 ETF (IWB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, ARK Invest, Matrix Advisors Value Fund, Renaissance Technologies LLC, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2023Sequoia Financial AdvisorsBuy1,10770,119$17,090,679
Q1 2023Sequoia Financial AdvisorsSell-1,14069,012$15,543,538
Q4 2022Sequoia Financial AdvisorsBuy8,68770,152$14,768,311
Q3 2022Sequoia Financial AdvisorsSell-5,86661,465$12,129
Q2 2022Sequoia Financial AdvisorsSell-3,59267,331$13,989
Q2 2022Matrix Private Capital GroupBuy1818$4
Q1 2022Sequoia Financial AdvisorsSell-67970,923$17,736
Q4 2021Sequoia Financial AdvisorsBuy69,12871,602$18,934
Q3 2021Sequoia Financial AdvisorsSell-6,6052,474$598
Q3 2021Renaissance Technologies LLCBuy5,7007,500$1,813
Q2 2021Sequoia Financial AdvisorsBuy1,2179,079$2,198
Q1 2021Sequoia Financial AdvisorsSell-11,7027,862$1,760
Q4 2020Renaissance Technologies LLCSell-9001,800$381
Q4 2020Sequoia Financial AdvisorsBuy49519,564$4,144
Q3 2020Sequoia Financial AdvisorsBuy19,06919,069$3,569
Q3 2020Renaissance Technologies LLCSell-6,9002,700$505
Q3 2020Matrix Advisors Value FundBuy1574,842$906
Q2 2020Sequoia Financial AdvisorsSell-4,3370$3,224
Q2 2020Matrix Advisors Value FundSell-1,6104,685$804
Q2 2020Renaissance Technologies LLCSell-1,1009,600$1,648
Q1 2020Renaissance Technologies LLCBuy8,40010,700$1,514
Q1 2020Matrix Advisors Value FundBuy7506,295$891
Q1 2020Sequoia Financial AdvisorsBuy5234,337$614
Q4 2019Renaissance Technologies LLCSell-7,0002,300$410
Q4 2019Sequoia Financial AdvisorsBuy1,0553,814$680
Q3 2019Matrix Advisors Value FundBuy8605,545$912
Q2 2019Sequoia Financial AdvisorsSell-1482,759$449
Q2 2019Matrix Advisors Value FundBuy904,685$763
Q1 2019Sequoia Financial AdvisorsBuy4332,907$457
Q1 2019Matrix Advisors Value FundSell-734,595$723

Frequently asked questions about IWB activity

  • Which institutional owners are buying IWB?

    Institutional owners buying IWB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWB activity?

    "Buy" means an investor increased their reported position in IWB compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL 1000 ETF (IWB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWB increasing?

    Institutional interest in IWB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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