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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 %
1CP
576
17 Capital Partners
Arizona
$1.21M +$72K +242 +6%
FNT
577
First National Trust
Pennsylvania
$1.21M – – –
NCM
578
Neumann Capital Management
California
$1.21M -$19K -64 -2%
PFG
579
Pacific Financial Group
Washington
$1.2M – – –
LT
580
Legacy Trust
Michigan
$1.2M -$59.5K -200 -5%
PJWM
581
Philip James Wealth Mangement
Georgia
$1.2M +$2.98K +10 +0.2%
HWA
582
Heritage Wealth Advisors
Virginia
$1.19M – – –
ACM
583
Alcosta Capital Management
California
$1.19M – – –
EI
584
Ellevest Inc
New York
$1.18M – – –
CIA
585
Choate Investment Advisors
Massachusetts
$1.18M – – –
ERIM
586
Eagle Ridge Investment Management
Connecticut
$1.18M +$278K +933 +31%
BL
587
Balentine LLC
Georgia
$1.18M – – –
CWM
588
Concentric Wealth Management
California
$1.17M +$16.4K +55 +1%
ACM
589
Advisors Capital Management
New Jersey
$1.15M – – –
KFI
590
Key Financial Inc
Pennsylvania
$1.14M – – –
CAAS
591
Capital Asset Advisory Services
Michigan
$1.14M -$61K -201 -5%
HW
592
Hancock Whitney
Mississippi
$1.14M – – –
GLA
593
Good Life Advisors
Pennsylvania
$1.14M -$55.9K -188 -5%
ES
594
Eagle Strategies
New York
$1.14M +$60.4K +203 +6%
TWM
595
Tanager Wealth Management
United Kingdom
$1.13M – – –
WA
596
Wealthstream Advisors
New York
$1.13M – – –
VF
597
Vawter Financial
Ohio
$1.12M – – –
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$1.12M +$174K +584 +18%
SSC
599
Syverson Strege & Co
Iowa
$1.12M +$595 +2 +0.1%
AWM
600
Axxcess Wealth Management
California
$1.12M -$62.2K -209 -5%
22 23
24
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