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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$313M
2
JHU
Johns Hopkins University
Maryland
$200M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.91B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$184M
5
TRCT
Tower Research Capital (TRC)
New York
$30.5M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$982K
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$237M
3
BlackRock
BlackRock
New York
$545M
4
Millennium Management
Millennium Management
New York
$3.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
HHRDM
401
H&H Retirement Design & Management
Nevada
$3.11M +$200K +628 +7%
JWM
402
JFG Wealth Management
Colorado
$3.08M +$8.17K +26 +0.3%
CCA
403
Checchi Capital Advisers
California
$3.08M – – –
DT
404
Diversified Trust
Tennessee
$3.01M -$28.3K -90 -0.9%
GIA
405
GHP Investment Advisors
Colorado
$3M -$46.5K -148 -2%
AG
406
Ascent Group
Virginia
$2.98M +$57.2K +182 +2%
TAM
407
Tocqueville Asset Management
New York
$2.97M – – –
EIP
408
Ellis Investment Partners
Pennsylvania
$2.94M +$18.5K +59 +0.6%
GWANC
409
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.93M +$70.4K +224 +2%
WCF
410
West Coast Financial
California
$2.92M -$151K -480 -5%
MFG
411
Merit Financial Group
Georgia
$2.86M -$398K -1,265 -12%
BFG
412
Beacon Financial Group
Texas
$2.84M +$28.3K +90 +1%
SFS
413
Security Financial Services
Indiana
$2.81M +$2.83K +9 +0.1%
MCM
414
Manchester Capital Management
Vermont
$2.78M -$3.14K -10 -0.1%
Qube Research & Technologies (QRT)
415
Qube Research & Technologies (QRT)
United Kingdom
$2.78M +$541K +1,721 +24%
AF
416
Allworth Financial
California
$2.76M +$39.3K +125 +1%
KFP
417
KMG Fiduciary Partners
Ohio
$2.73M -$266K -845 -9%
RTL
418
Red Tortoise LLC
Georgia
$2.72M +$8.8K +28 +0.3%
GCA
419
Genesee Capital Advisors
New York
$2.72M -$442K -1,406 -14%
APCM
420
Alaska Permanent Capital Management
Alaska
$2.71M +$2.71M +8,604 New
ST
421
Sabal Trust
Florida
$2.71M – – –
HWA
422
Hillcrest Wealth Advisors
New Jersey
$2.69M -$31.4K -100 -1%
VT
423
Vise Technologies
New York
$2.66M +$2.66M +8,474 New
CWP
424
CFM Wealth Partners
Texas
$2.66M -$80.2K -255 -3%
BBHC
425
Brown Brothers Harriman & Co
New York
$2.66M – – –
15 16
17
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