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
Q4 2018Renaissance Technologies LLCBuy9,3009,300$1,290
Q4 2018Matrix Advisors Value FundBuy4,6684,668$647
Q1 2018Sequoia Financial AdvisorsSell-4002,474$363
Q4 2017Sequoia Financial AdvisorsBuy3712,874$427
Q2 2016Sequoia Financial AdvisorsBuy2,2172,503$293
Q1 2016Sequoia Financial AdvisorsSell-2,217286$2,503
Q4 2014Sequoia Financial AdvisorsBuy292,503$287
Q4 2013Eagle Capital ManagementBuy7,8157,815$806
Q4 2013Sequoia Financial AdvisorsBuy2,4742,474$255

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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