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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,258 hedge funds and large institutions have $29.9B invested in iShares Russell 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 368 increasing their positions, 428 reducing their positions, and 53 closing their positions.

Holders
1,258
Holders Change
+17
Holders Change %
+1.37%
% of All Funds
18.2%
Holding in Top 10
93
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.11%
% of All Funds
1.35%
New
85
Increased
368
Reduced
428
Closed
53
Calls
$68.7M
Puts
$2.92M
Net Calls
+$65.7M
Net Calls Change
+$50.4M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$313M
2
JHU
2
Johns Hopkins University
Maryland
$200M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.91B
4
EA
4
Enclave Advisors
Texas
$56.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$184M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$982K
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$237M
3
BlackRock
3
BlackRock
New York
$545M
4
Millennium Management
4
Millennium Management
New York
$3.53M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.34B
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
226
CM Wealth Advisors
Ohio
$9.33M 29,687 +5,310 +22%
SAM
227
Silvercrest Asset Management
New York
$9.27M 29,475 -1,825 -6%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$9.09M 28,917 -632 -2%
TCBWMS
229
Texas Capital Bank Wealth Management Services
Texas
$9.08M 28,877 -118 -0.4%
CG
230
Caprock Group
Idaho
$9.03M 28,710 +2 +0%
Prudential Financial
231
Prudential Financial
New Jersey
$8.98M 28,552 -5,069 -15%
TPCW
232
TD Private Client Wealth
New York
$8.95M 28,481 +2,968 +12%
NSIM
233
North Star Investment Management
Illinois
$8.87M 28,220 – –
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$8.74M 27,812 -355 -1%
QCG
235
Quadrant Capital Group
Ohio
$8.65M 27,512 -150 -0.5%
OFG
236
Omega Financial Group
California
$8.63M 27,465 -2,532 -8%
CWM
237
Circle Wealth Management
New Jersey
$8.62M 27,421 – –
SC
238
Sepio Capital
Utah
$8.41M 26,755 – –
HWM
239
HB Wealth Management
Georgia
$8.39M 26,689 -30 -0.1%
SIA
240
Stegner Investment Associates
Kentucky
$8.38M 26,645 -25 -0.1%
MCM
241
MV Capital Management
Maryland
$8.28M 26,322 -41 -0.2%
GC
242
Garde Capital
Washington
$8.28M 26,322 -70 -0.3%
CS
243
Cannell & Spears
New York
$8.17M 25,996 -9 -0%
AWE
244
Avidian Wealth Enterprises
Texas
$8.1M 25,757 +147 +0.6%
ITIM
245
Indiana Trust & Investment Management
Indiana
$8.05M 25,598 – –
TF
246
Tudor Financial
Ohio
$8.02M 25,509 +25,509 New
FPCP
247
Fort Point Capital Partners
California
$7.94M 25,242 -337 -1%
LGWM
248
Litman Gregory Wealth Management
California
$7.93M 25,220 -32 -0.1%
AIA
249
Arcadia Investment Advisors
Idaho
$7.92M 25,180 -50 -0.2%
HI
250
Humankind Investments
New York
$7.88M 25,070 – –
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