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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$313M
2
JHU
Johns Hopkins University
Maryland
$200M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.91B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$184M
5
TRCT
Tower Research Capital (TRC)
New York
$30.5M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$982K
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$237M
3
BlackRock
BlackRock
New York
$545M
4
Millennium Management
Millennium Management
New York
$3.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
576
Callan Capital
California
$1.32M +$1.26K +4 +0.1%
VBFG
577
Vishria Bird Financial Group
Tennessee
$1.32M – – –
AssetMark Inc
578
AssetMark Inc
California
$1.3M +$905K +2,880 +231%
NCM
579
Neumann Capital Management
California
$1.27M -$6.92K -22 -0.5%
PJWM
580
Philip James Wealth Mangement
Georgia
$1.27M +$4.4K +14 +0.3%
PFG
581
Pacific Financial Group
Washington
$1.27M – – –
CWM
582
Concentric Wealth Management
California
$1.27M +$31.1K +99 +3%
LT
583
Legacy Trust
Michigan
$1.27M -$943 -3 -0.1%
HWA
584
Heritage Wealth Advisors
Virginia
$1.26M – – –
FNT
585
First National Trust
Pennsylvania
$1.26M -$21.1K -67 -2%
EI
586
Ellevest Inc
New York
$1.25M – – –
BL
587
Balentine LLC
Georgia
$1.25M – – –
AWM
588
Axxcess Wealth Management
California
$1.23M +$47.2K +150 +4%
CAAS
589
Capital Asset Advisory Services
Michigan
$1.22M +$40.8K +130 +3%
OC
590
Oppenheimer & Co
New York
$1.22M +$66K +210 +6%
MFIM
591
Mesirow Financial Investment Management
Illinois
$1.22M +$237K +755 +24%
KFI
592
Key Financial Inc
Pennsylvania
$1.21M – – –
ES
593
Eagle Strategies
New York
$1.21M +$4.09K +13 +0.3%
HW
594
Hancock Whitney
Mississippi
$1.21M – – –
TWM
595
Tanager Wealth Management
United Kingdom
$1.19M – – –
WA
596
Wealthstream Advisors
New York
$1.19M – – –
SC
597
Soundwatch Capital
Connecticut
$1.18M +$766K +2,436 +183%
ACM
598
Alcosta Capital Management
California
$1.18M -$72.6K -231 -6%
PFP
599
Pinnacle Financial Partners
Tennessee
$1.18M +$18.9K +60 +2%
SSC
600
Syverson Strege & Co
Iowa
$1.18M +$943 +3 +0.1%
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