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iShares Russell 1000 ETF

1,216 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 440 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+9
Holders Change %
+0.75%
% of All Funds
17.63%
Holding in Top 10
91
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.21%
% of All Funds
1.32%
New
101
Increased
318
Reduced
440
Closed
74
Calls
$17.1M
Puts
$33.1M
Net Calls
-$16M
Net Calls Change
-$9.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
626
Colonial Trust Advisors
South Carolina
$979K
RIA
627
Regal Investment Advisors
Michigan
$976K +$1.73K +6 +0.2%
LSPW
628
Lake Street Private Wealth
Illinois
$973K
BOPW
629
Brandywine Oak Private Wealth
Pennsylvania
$972K
OC
630
Oppenheimer & Co
New York
$965K -$48.7K -169 -5%
RJT
631
Raymond James Trust
Florida
$964K -$56.7K -197 -6%
FTS
632
Fifth Third Securities
Ohio
$961K -$8.93K -31 -0.9%
KWM
633
Kingsview Wealth Management
Oregon
$960K -$158K -547 -14%
AF
634
Advisornet Financial
Minnesota
$954K +$954K +3,312 New
RC
635
Roundview Capital
New Jersey
$952K +$952K +3,306 New
OFS
636
Oldfather Financial Services
Nebraska
$952K
GF
637
Gries Financial
Ohio
$947K -$37.4K -130 -4%
BG
638
Bollard Group
Massachusetts
$942K +$2.88K +10 +0.3%
CC
639
Courier Capital
New York
$940K -$42.9K -149 -4%
CAM
640
Cozad Asset Management
Illinois
$937K -$64.5K -224 -6%
OWA
641
One Wealth Advisors
California
$935K -$1.89M -6,566 -67%
CTB
642
Country Trust Bank
Illinois
$932K
DFA
643
DHJJ Financial Advisors
Illinois
$929K
FFA
644
Founders Financial Alliance
North Carolina
$925K +$673K +2,336 +267%
W
645
Wealthquest
Ohio
$923K
GWSG
646
GPS Wealth Strategies Group
Colorado
$921K +$3.75K +13 +0.4%
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$920K +$218K +757 +31%
CA
648
Cortland Associates
Missouri
$916K -$18.7K -65 -2%
ST
649
Spinnaker Trust
Maine
$912K
CWA
650
CJM Wealth Advisers
Virginia
$909K