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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,241 hedge funds and large institutions have $28.8B invested in iShares Russell 1000 ETF in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 355 increasing their positions, 418 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
+26
Holders Change %
+2.14%
% of All Funds
18.05%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.38%
New
100
Increased
355
Reduced
418
Closed
55
Calls
$16.2M
Puts
$863K
Net Calls
+$15.4M
Net Calls Change
+$31.3M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$494M
2
Millennium Management
2
Millennium Management
New York
$106M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.64B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$59.5M
5
CA
5
Cambridge Associates
Massachusetts
$42.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$664M
2
RhumbLine Advisers
2
RhumbLine Advisers
Massachusetts
$33.8M
3
UBS Group
3
UBS Group
Switzerland
$270M
4
DLIC
4
Daido Life Insurance Company
Japan
$230M
5
GH
5
Geisinger Health
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
326
Nadler Financial Group
Illinois
$4.5M +$44.6K +150 +1%
IF
327
Intrua Financial
Texas
$4.5M -$545K -1,831 -11%
PFA
328
Pure Financial Advisors
California
$4.41M -$49.4K -166 -1%
CWA
329
Consilio Wealth Advisors
Washington
$4.39M -$104K -351 -2%
BAAM
330
Baker Avenue Asset Management
California
$4.38M -$18.7K -63 -0.4%
PAWA
331
Palo Alto Wealth Advisors
California
$4.36M -$90.8K -305 -2%
WP
332
WMS Partners
Maryland
$4.35M – – –
MFT
333
Moisand Fitzgerald Tamayo
Florida
$4.35M -$93.1K -313 -2%
HIA
334
Harbor Investment Advisory
Maryland
$4.35M -$100K -337 -2%
CGPCS
335
Capital Group Private Client Services
California
$4.3M +$2.38M +7,984 +124%
CFG
336
Citizens Financial Group
Rhode Island
$4.28M +$3.19M +10,722 +292%
HCA
337
Harbour Capital Advisors
Virginia
$4.27M -$149K -500 -3%
MWM
338
Mission Wealth Management
California
$4.24M +$471K +1,584 +12%
GVAG
339
Great Valley Advisor Group
Delaware
$4.23M -$42K -141 -1%
PFS
340
Prospera Financial Services
Texas
$4.22M -$327K -1,099 -7%
T. Rowe Price Associates
341
T. Rowe Price Associates
Maryland
$4.21M -$315K -1,059 -7%
IA
342
IFG Advisors
Missouri
$4.2M +$654K +2,198 +18%
P
343
&Partners
Tennessee
$4.18M +$918K +3,086 +28%
KWM
344
Kingsview Wealth Management
Oregon
$4.1M +$3.11M +10,453 +313%
PBO
345
Peoples Bank (Ohio)
Ohio
$4.07M -$8.93K -30 -0.2%
LPAM
346
Lodestar Private Asset Management
California
$4.06M -$53K -178 -1%
IC
347
Iconiq Capital
California
$4.04M +$6.55K +22 +0.2%
CSPIA
348
Cary Street Partners Investment Advisory
Virginia
$3.98M +$758K +2,546 +24%
SFS
349
Summit Financial Strategies
Ohio
$3.94M -$38.7K -130 -1%
GCM
350
G2 Capital Management
Ohio
$3.93M -$709K -2,383 -15%
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