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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 %
RIA
626
Regal Investment Advisors
Michigan
$1.05M +$41.7K +140 +4%
FAM
627
Flaharty Asset Management
Florida
$1.05M -$7.44K -25 -0.7%
OWA
628
One Wealth Advisors
California
$1.05M +$97.8K +335 +10%
SCM
629
SOL Capital Management
Maryland
$1.05M +$298K +1,000 +40%
KC
630
Kades & Cheifetz
Pennsylvania
$1.03M +$2.68K +9 +0.3%
ORG
631
Optimist Retirement Group
Washington
$1.02M +$595 +2 +0.1%
CAG
632
Crestwood Advisors Group
Massachusetts
$1.02M -$14.3K -48 -1%
TWM
633
TSA Wealth Management
Texas
$1.02M +$372K +1,251 +57%
TT
634
TI-Trust
Illinois
$1.02M – – –
CTA
635
Colonial Trust Advisors
South Carolina
$1.01M – – –
RVPG
636
Relative Value Partners Group
$1.01M -$3.54M -11,903 -78%
LSPW
637
Lake Street Private Wealth
Illinois
$1.01M – – –
BOPW
638
Brandywine Oak Private Wealth
Pennsylvania
$1M – – –
MFA
639
McClarren Financial Advisors
Pennsylvania
$1M -$816K -1,694 -45%
CC
640
Courier Capital
New York
$988K +$16.7K +56 +2%
RC
641
Roundview Capital
New Jersey
$984K – – –
BG
642
Bollard Group
Massachusetts
$976K +$2.38K +8 +0.2%
MPW
643
MA Private Wealth
California
$975K +$975K +3,276 New
HGWM
644
Horst & Graben Wealth Management
Oregon
$972K +$93.7K +315 +11%
WAM
645
WealthTrust Asset Management
Florida
$972K +$972K +3,266 New
RJT
646
Raymond James Trust
Florida
$969K -$27.4K -92 -3%
CAM
647
Cozad Asset Management
Illinois
$968K – – –
GF
648
Gries Financial
Ohio
$964K -$14.9K -50 -2%
DFA
649
DHJJ Financial Advisors
Illinois
$960K +$298 +1 +0%
KPWS
650
Kestra Private Wealth Services
Texas
$959K -$134K -450 -12%
24 25
26
27 28