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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.

New
Increased
Maintained
Reduced
Closed
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
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$184M
5
TRCT
5
Tower Research Capital (TRC)
New York
$30.5M

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 Holding Trade Value Shares
Change 		Shares
Change %
PCMC
376
Private Capital Management (Colorado)
Colorado
$3.48M -$1.91M -6,077 -35%
MCCA
377
Mill Creek Capital Advisors
Pennsylvania
$3.47M -$2.24M -7,131 -39%
PL
378
Plancorp LLC
Missouri
$3.45M -$476K -1,514 -12%
TFF
379
The Family Firm
Maryland
$3.44M -$127K -403 -4%
AI
380
Accredited Investors
Minnesota
$3.42M – – –
PGFC
381
Peapack-Gladstone Financial Corp
New Jersey
$3.4M -$2.83K -9 -0.1%
SHGA
382
Sand Hill Global Advisors
California
$3.4M +$50.6K +161 +2%
RWMH
383
Riverpoint Wealth Management Holdings
Illinois
$3.37M +$11.3K +36 +0.3%
FWTB
384
First Western Trust Bank
Colorado
$3.34M – – –
MWS
385
Maxwell Wealth Strategies
California
$3.34M – – –
DWM
386
Dakota Wealth Management
Florida
$3.32M -$56.3K -179 -2%
AWA
387
Arkadios Wealth Advisors
Georgia
$3.32M +$3.1M +9,874 +1,427%
FMWA
388
Forvis Mazars Wealth Advisors
Missouri
$3.23M -$531K -1,688 -14%
HTC
389
Haverford Trust Company
Pennsylvania
$3.22M – – –
EK
390
Evensky & Katz
Florida
$3.21M +$11K +35 +0.3%
AF
391
Apexium Financial
Texas
$3.21M -$13.5K -43 -0.4%
OP
392
ORG Partners
Indiana
$3.2M -$28.3K -90 -0.9%
LSA
393
Lansing Street Advisors
Pennsylvania
$3.19M +$11K +35 +0.3%
PCM
394
Parsons Capital Management
Rhode Island
$3.17M -$56K -178 -2%
CWM
395
Cranbrook Wealth Management
Michigan
$3.15M -$5.97K -19 -0.2%
RCAG
396
Rehmann Capital Advisory Group
Michigan
$3.14M -$7.86K -25 -0.2%
ASN
397
Advisory Services Network
Georgia
$3.14M – – –
DWM
398
Dynasty Wealth Management
Florida
$3.13M +$22K +70 +0.7%
PSA
399
Plum Street Advisors
Louisiana
$3.13M -$120K -381 -4%
Vanguard Group
400
Vanguard Group
Pennsylvania
$3.12M +$60.4K +192 +2%
14 15
16
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