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

Top Sellers

1
BlackRock
BlackRock
New York
$664M
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$33.8M
3
UBS Group
UBS Group
Switzerland
$270M
4
DLIC
Daido Life Insurance Company
Japan
$230M
5
GH
Geisinger Health
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
351
Apella Capital
Connecticut
$3.92M – – –
ERWM
352
Elk River Wealth Management
Colorado
$3.89M -$42K -141 -1%
APF
353
Alaska Permanent Fund
Alaska
$3.83M – – –
SCA
354
St. Clair Advisors
Ohio
$3.81M -$8.63K -29 -0.2%
CF
355
Corrigan Financial
Rhode Island
$3.78M – – –
CPIG
356
Chicago Partners Investment Group
Illinois
$3.76M +$800K +2,688 +27%
AFG
357
Atomi Financial Group
New York
$3.76M +$1.55M +5,212 +70%
PL
358
Plancorp LLC
Missouri
$3.71M -$289K -972 -7%
LI
359
LMCG Investments
Massachusetts
$3.7M -$77.1K -259 -2%
TRCT
360
Tower Research Capital (TRC)
New York
$3.65M +$3.37M +11,320 +1,199%
QCM
361
Quantinno Capital Management
New York
$3.65M -$122K -411 -3%
HIS
362
Horizon Investment Services
Indiana
$3.61M +$32.1K +108 +0.9%
RWP
363
RWA Wealth Partners
Massachusetts
$3.57M +$179K +602 +5%
FMWA
364
Forvis Mazars Wealth Advisors
Missouri
$3.56M -$73.5K -247 -2%
PTC
365
Philadelphia Trust Company
Pennsylvania
$3.55M +$3.34M +11,218 +1,541%
HA
366
HFG Advisors
Ohio
$3.53M -$44.9K -151 -1%
GAG
367
GM Advisory Group
New York
$3.51M +$6.55K +22 +0.2%
NFC
368
Northeast Financial Consultants
Connecticut
$3.46M +$2.96M +9,934 +582%
PFM
369
Phillips Financial Management
Indiana
$3.42M -$58.9K -198 -2%
FCH
370
Freestone Capital Holdings
Washington
$3.41M +$16.4K +55 +0.5%
SB
371
Strategic Blueprint
Georgia
$3.4M +$25.6K +86 +0.8%
TFF
372
The Family Firm
Maryland
$3.37M +$7.74K +26 +0.2%
ALWM
373
Andrews Lucia Wealth Management
California
$3.34M +$1.67M +5,696 +100%
HH
374
Hilltop Holdings
Texas
$3.32M -$85.4K -287 -3%
DADC
375
D.A. Davidson & Co
Montana
$3.28M -$1.13M -3,789 -26%
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