IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,242 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, 356 increasing their positions, 418 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,242
Holders Change
+26
Holders Change %
+2.14%
% of All Funds
18.06%
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
356
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 %
CFGA
551
Cambridge Financial Group (Arizona)
Arizona
$1.41M +$1.19K +4 +0.1%
HNWA
552
Henrickson Nauta Wealth Advisors
Michigan
$1.41M -$39K -131 -3%
KCM
553
KM Capital Management
Texas
$1.4M +$324K +1,090 +30%
JWCA
554
J.W. Cole Advisors
Florida
$1.37M +$43.7K +147 +3%
WCP
555
Wick Capital Partners
Pennsylvania
$1.37M +$1.37M +4,609 New
FFC
556
First Financial Corp
Indiana
$1.37M – – –
LFWA
557
LBJ Family Wealth Advisors
Texas
$1.36M +$2.38K +8 +0.2%
NW
558
NewEdge Wealth
Pennsylvania
$1.35M -$17.9K -60 -1%
FRA
559
Frank Rimerman Advisors
California
$1.35M – – –
RWM
560
Rockwood Wealth Management
Pennsylvania
$1.33M -$55.6K -187 -4%
MAM
561
McCarthy Asset Management
California
$1.32M +$1.19K +4 +0.1%
AIM
562
Avity Investment Management
Connecticut
$1.31M +$3.87K +13 +0.3%
IW
563
Instrumental Wealth
Florida
$1.3M – – –
PCIA
564
Prime Capital Investment Advisors
Kansas
$1.3M -$20.5M -68,940 -94%
RC
565
Rovin Capital
Arizona
$1.29M -$11K -37 -0.8%
ET
566
Equitable Trust
Tennessee
$1.28M – – –
CWC
567
Carolinas Wealth Consulting
North Carolina
$1.28M +$2.98K +10 +0.2%
TI
568
Truepoint Inc
Ohio
$1.27M -$28.6K -96 -2%
FTUS
569
Flow Traders U.S.
New York
$1.27M +$1.27M +4,269 New
LIM
570
Leavell Investment Management
Alabama
$1.26M – – –
CFO
571
Callan Family Office
Pennsylvania
$1.25M +$430K +1,444 +52%
CC
572
Callan Capital
California
$1.25M +$893 +3 +0.1%
VBFG
573
Vishria Bird Financial Group
Tennessee
$1.24M – – –
EL
574
EQ LLC
Washington
$1.24M +$595 +2 +0%
FCI
575
Financial Counselors Inc
Kansas
$1.23M +$19.3K +65 +2%
21 22
23
24 25