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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 %
BCM
626
Brookstone Capital Management
Illinois
$1.09M -$42.8K -136 -4%
KC
627
Kades & Cheifetz
Pennsylvania
$1.09M +$3.46K +11 +0.3%
ORG
628
Optimist Retirement Group
Washington
$1.08M – – –
WSWA
629
Warren Street Wealth Advisors
California
$1.08M -$37.7K -120 -3%
TT
630
TI-Trust
Illinois
$1.07M – – –
CTA
631
Colonial Trust Advisors
South Carolina
$1.07M – – –
BOPW
632
Brandywine Oak Private Wealth
Pennsylvania
$1.06M – – –
HGWM
633
Horst & Graben Wealth Management
Oregon
$1.04M +$14.5K +46 +1%
RC
634
Roundview Capital
New Jersey
$1.04M – – –
BG
635
Bollard Group
Massachusetts
$1.03M +$3.46K +11 +0.3%
GF
636
Gries Financial
Ohio
$1.03M +$15.7K +50 +2%
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$1.03M -$159K -505 -13%
MPW
638
MA Private Wealth
California
$1.03M -$2.83K -9 -0.3%
RJT
639
Raymond James Trust
Florida
$1.02M +$629 +2 +0.1%
CAM
640
Cozad Asset Management
Illinois
$1.02M – – –
CC
641
Courier Capital
New York
$1.02M -$27.3K -87 -3%
DFA
642
DHJJ Financial Advisors
Illinois
$1.01M – – –
DC
643
Davenport & Co
Virginia
$1.01M -$121K -385 -11%
UFF
644
USA Financial Formulas
Michigan
$1.01M -$153K -486 -13%
LP
645
LMR Partners
United Kingdom
$1.01M +$1.01M +3,200 New
DP
646
Denver PWM
Colorado
$1M +$3.46K +11 +0.3%
GWSG
647
GPS Wealth Strategies Group
Colorado
$1M +$3.14K +10 +0.3%
W
648
Wealthquest
Ohio
$999K – – –
ST
649
Spinnaker Trust
Maine
$995K – – –
CWA
650
CJM Wealth Advisers
Virginia
$993K – – –
24 25
26
27 28