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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 %
JWM
401
JFG Wealth Management
Colorado
$2.91M +$584K +1,963 +25%
WCF
402
West Coast Financial
California
$2.9M – – –
Vanguard Group
403
Vanguard Group
Pennsylvania
$2.89M +$7.14K +24 +0.2%
GIA
404
GHP Investment Advisors
Colorado
$2.88M -$39.9K -134 -1%
DT
405
Diversified Trust
Tennessee
$2.87M – – –
KFP
406
KMG Fiduciary Partners
Ohio
$2.84M -$51.2K -172 -2%
FIM
407
Fernwood Investment Management
Massachusetts
$2.83M – – –
TAM
408
Tocqueville Asset Management
New York
$2.81M -$8.93K -30 -0.3%
LDB
409
Lee, Danner & Bass
Tennessee
$2.79M +$2.79M +9,390 New
SVWAG
410
Sound View Wealth Advisors Group
Georgia
$2.78M +$156K +525 +6%
HHRDM
411
H&H Retirement Design & Management
Nevada
$2.78M -$17.6K -58 -0.6%
AG
412
Ascent Group
Virginia
$2.76M -$265K -891 -9%
EIP
413
Ellis Investment Partners
Pennsylvania
$2.76M +$142K +476 +5%
PA
414
Procyon Advisors
Connecticut
$2.76M +$1.37M +4,613 +99%
GWANC
415
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.71M -$238K -799 -8%
BFG
416
Beacon Financial Group
Texas
$2.66M -$192K -644 -7%
SFS
417
Security Financial Services
Indiana
$2.66M -$1.16M -3,896 -30%
Squarepoint
418
Squarepoint
New York
$2.64M +$2.64M +8,869 New
MCM
419
Manchester Capital Management
Vermont
$2.64M -$101K -338 -4%
FFG
420
Fiduciary Financial Group
California
$2.62M +$2.62M +8,464 New
CIS
421
Custom Index Systems
New York
$2.6M -$489K -1,642 -16%
AF
422
Allworth Financial
California
$2.6M +$49.3K +164 +2%
CWP
423
CFM Wealth Partners
Texas
$2.59M -$120K -404 -4%
MA
424
Mutual Advisors
Nebraska
$2.57M -$117K -393 -4%
BMCM
425
Bryn Mawr Capital Management
Pennsylvania
$2.57M – – –
15 16
17
18 19