IWB icon

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
+$264M
2
Millennium Management
Millennium Management
New York
+$104M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$94M
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
-$650M
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$186M
3
UBS Group
UBS Group
Switzerland
-$118M
4
DLIC
Daido Life Insurance Company
Japan
-$107M
5
GH
Geisinger Health
Pennsylvania
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
426
Hillcrest Wealth Advisors
New Jersey
$2.57M -$81.8K -275 -3%
RTL
427
Red Tortoise LLC
Georgia
$2.57M +$6.25K +21 +0.2%
CWM
428
Calamos Wealth Management
Illinois
$2.56M -$63.7K -214 -2%
ST
429
Sabal Trust
Florida
$2.56M – – –
Marshall Wace
430
Marshall Wace
United Kingdom
$2.56M +$2.56M +8,592 New
BMC
431
Bear Mountain Capital
Washington
$2.54M – – –
WF
432
Welch & Forbes
Massachusetts
$2.52M – – –
BBHC
433
Brown Brothers Harriman & Co
New York
$2.51M – – –
Tudor Investment Corp
434
Tudor Investment Corp
Connecticut
$2.5M +$2.13M +7,168 +588%
MSS
435
Mitchell Sinkler & Starr
Pennsylvania
$2.48M +$616K +2,035 +33%
JWBC
436
John W. Brooker & Co
California
$2.47M – – –
FWCM
437
Ferguson Wellman Capital Management
Oregon
$2.44M -$37.2K -125 -1%
PWP
438
Precedent Wealth Partners
Texas
$2.44M +$612K +2,057 +34%
WPC
439
Wedmont Private Capital
Pennsylvania
$2.43M +$1.26M +4,102 +107%
JIR
440
James Investment Research
Ohio
$2.41M – – –
MCM
441
Mainstay Capital Management
Michigan
$2.39M +$497K +1,672 +26%
SMC
442
Smith, Moore & Co
Missouri
$2.39M -$9.52K -32 -0.4%
SWA
443
Stratos Wealth Advisors
Ohio
$2.38M +$370K +1,242 +18%
Lazard Asset Management
444
Lazard Asset Management
New York
$2.35M -$254K -855 -10%
MFS
445
McNamara Financial Services
Massachusetts
$2.32M +$99.1K +333 +4%
KA
446
Kovack Advisors
Florida
$2.32M – – –
MBT
447
Montecito Bank & Trust
California
$2.31M -$779K -2,618 -25%
FT
448
Fiduciary Trust
Massachusetts
$2.28M – – –
WSFS
449
Wilmington Savings Fund Society
Delaware
$2.27M -$12.5K -42 -0.5%
CSWM
450
Cassady Schiller Wealth Management
Ohio
$2.26M – – –
16 17
18
19 20