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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 %
SF
501
Summit Financial
New Jersey
$1.8M +$45.6K +145 +3%
EWM
502
Empirical Wealth Management
Washington
$1.8M +$314 +1 +0%
AL
503
ADE LLC
Maryland
$1.8M +$3.46K +11 +0.2%
CA
504
Cornerstone Advisory
Maryland
$1.79M +$3.14K +10 +0.2%
GL
505
Graypoint LLC
New York
$1.77M – – –
CCA
506
Carrera Capital Advisors
Michigan
$1.76M +$5.97K +19 +0.3%
FBFS
507
First Business Financial Services
Wisconsin
$1.75M – – –
VCM
508
Vision Capital Management
Oregon
$1.75M – – –
WW
509
Westshore Wealth
California
$1.75M -$37.4K -119 -2%
AI
510
Auour Investments
Massachusetts
$1.74M -$52.6K -165 -3%
ADL
511
Asset Dedication LLC
California
$1.73M -$29.9K -95 -2%
JIC
512
Joel Isaacson & Co
New York
$1.73M +$1.89K +6 +0.1%
SB
513
Simmons Bank
Arkansas
$1.72M -$32.1K -102 -2%
EFS
514
Essex Financial Services
Connecticut
$1.72M -$25.6K -80 -1%
MFA
515
Mayflower Financial Advisors
Massachusetts
$1.71M +$2.2K +7 +0.1%
PP
516
Pegasus Partners
Wisconsin
$1.71M – – –
ALWM
517
Andrews Lucia Wealth Management
California
$1.69M -$1.69M -5,696 -50%
ATC
518
Argent Trust Co
Tennessee
$1.69M -$116K -370 -6%
AFG
519
Allegheny Financial Group
Pennsylvania
$1.67M +$943 +3 +0.1%
SHFA
520
SC&H Financial Advisors
Maryland
$1.65M +$943 +3 +0.1%
PCA
521
Peddock Capital Advisors
Massachusetts
$1.65M -$44.6K -142 -3%
TWA
522
Talisman Wealth Advisors
New Jersey
$1.63M +$1.57K +5 +0.1%
FWM
523
Fairhaven Wealth Management
Illinois
$1.63M – – –
CAG
524
Crestwood Advisors Group
Massachusetts
$1.63M +$549K +1,747 +51%
PGWM
525
Parisi Gray Wealth Management
New Jersey
$1.62M +$2.52K +8 +0.2%
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