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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 %
CWM
426
Calamos Wealth Management
Illinois
$2.65M -$58.8K -187 -2%
BMC
427
Bear Mountain Capital
Washington
$2.64M – – –
BFM
428
Broadview Financial Management
Wisconsin
$2.64M +$413K +1,314 +19%
C
429
Certuity
Florida
$2.63M +$1.91M +6,066 +264%
WF
430
Welch & Forbes
Massachusetts
$2.63M – – –
FFG
431
Fiduciary Financial Group
California
$2.62M -$32K -102 -1%
IA
432
IFP Advisors
Florida
$2.61M +$312K +994 +14%
JWBC
433
John W. Brooker & Co
California
$2.61M – – –
BMCM
434
Bryn Mawr Capital Management
Pennsylvania
$2.6M -$115K -366 -4%
MSS
435
Mitchell Sinkler & Starr
Pennsylvania
$2.59M +$18.9K +60 +0.7%
CG
436
Corundum Group
Colorado
$2.57M -$2.33M -7,415 -48%
Lazard Asset Management
437
Lazard Asset Management
New York
$2.54M +$60K +191 +2%
MCM
438
Mainstay Capital Management
Michigan
$2.53M +$2.83K +9 +0.1%
FWCM
439
Ferguson Wellman Capital Management
Oregon
$2.53M -$53.4K -170 -2%
SWA
440
Stratos Wealth Advisors
Ohio
$2.53M +$15.1K +48 +0.6%
SMC
441
Smith, Moore & Co
Missouri
$2.53M +$3.14K +10 +0.1%
JIR
442
James Investment Research
Ohio
$2.5M -$47.2K -150 -2%
Fiera Capital (Canada)
443
Fiera Capital (Canada)
Quebec, Canada
$2.5M +$129K +409 +5%
TFM
444
TFC Financial Management
Massachusetts
$2.49M +$112K +357 +5%
MFS
445
McNamara Financial Services
Massachusetts
$2.49M +$40.2K +128 +2%
KA
446
Kovack Advisors
Florida
$2.48M +$31.4K +100 +1%
WPC
447
Wedmont Private Capital
Pennsylvania
$2.47M +$1.56K +5 +0.1%
CSWM
448
Cassady Schiller Wealth Management
Ohio
$2.38M – – –
GAM
449
Gemmer Asset Management
California
$2.38M +$178K +565 +8%
FTS
450
Fifth Third Securities
Ohio
$2.38M +$7.23K +23 +0.3%
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