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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,259 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, 369 increasing their positions, 428 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,259
Holders Change
+17
Holders Change %
+1.37%
% of All Funds
18.21%
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
369
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
+$250M
2
JHU
Johns Hopkins University
Maryland
+$149M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$127M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$28.7M
5
TRCT
Tower Research Capital (TRC)
New York
+$26.7M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$3.06B
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$285M
3
BlackRock
BlackRock
New York
-$157M
4
Millennium Management
Millennium Management
New York
-$109M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
601
Syverson Strege & Co
Iowa
$1.18M +$943 +3 +0.1%
CIA
602
Choate Investment Advisors
Massachusetts
$1.18M -$70.7K -225 -6%
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$1.17M -$454K -1,443 -28%
GD
604
Grandfield & Dodd
New York
$1.17M – – –
SFA
605
Source Financial Advisors
New York
$1.16M +$2.83K +9 +0.2%
PIA
606
Petredis Investment Advisors
Pennsylvania
$1.16M – – –
KWM
607
Keebeck Wealth Management
Illinois
$1.16M +$38.4K +122 +3%
WP
608
Westmount Partners
California
$1.15M -$1.57K -5 -0.1%
AF
609
Advisornet Financial
Minnesota
$1.15M +$227K +722 +25%
SWP
610
Strategic Wealth Partners
Ohio
$1.14M – – –
BEI
611
Benjamin Edwards Inc
Missouri
$1.13M +$1.13M +3,606 New
FFA
612
Fragasso Financial Advisors
Pennsylvania
$1.13M -$4.72K -15 -0.4%
IW
613
Instrumental Wealth
Florida
$1.13M -$282K -880 -20%
WHCI
614
W.H. Cornerstone Investments
Massachusetts
$1.12M +$3.77K +12 +0.3%
OWA
615
One Wealth Advisors
California
$1.12M -$2.83K -9 -0.3%
HNB
616
Hilltop National Bank
Wyoming
$1.12M – – –
WIC
617
Whitegate Investment Counselors
New Hampshire
$1.12M – – –
CWM
618
Connecticut Wealth Management
Connecticut
$1.12M -$5.97K -19 -0.5%
TWM
619
TSA Wealth Management
Texas
$1.12M +$40.6K +129 +4%
DPI
620
Diversified Portfolios Inc
Michigan
$1.11M -$62.9K -200 -5%
KPWS
621
Kestra Private Wealth Services
Texas
$1.11M +$98.1K +312 +10%
LPT
622
Legacy Private Trust
Wisconsin
$1.11M – – –
VF
623
Vawter Financial
Ohio
$1.11M -$78.6K -250 -7%
FAM
624
Flaharty Asset Management
Florida
$1.11M – – –
AWM
625
AE Wealth Management
Kansas
$1.1M -$36.5K -116 -3%
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25
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