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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 %
RPGK
651
Retirement Planning Group (Kansas)
Kansas
$908K +$7.78K +27 +0.9%
SFG
652
SNS Financial Group
Minnesota
$908K
WPC
653
Waters Parkerson & Co
Louisiana
$907K
MWA
654
Meridian Wealth Advisors
Texas
$905K
DP
655
Denver PWM
Colorado
$901K -$71.7K -253 -7%
RW
656
Regimen Wealth
Georgia
$900K +$2.59K +9 +0.3%
SWM
657
Scissortail Wealth Management
Oklahoma
$899K +$899K +3,122 New
WA
658
Wealth Architects
California
$899K
WWM
659
Western Wealth Management
Colorado
$897K -$261K -907 -23%
PFWA
660
Paces Ferry Wealth Advisors
Georgia
$895K -$308K -1,071 -26%
OAP
661
One Advisory Partners
Kansas
$894K -$41.2K -143 -4%
WWM
662
Wagner Wealth Management
South Carolina
$877K
ERIM
663
Eagle Ridge Investment Management
Connecticut
$876K +$21K +73 +2%
HTHT
664
Hemenway Trust Hemenway Trust
New Hampshire
$867K
HWA
665
Heartwood Wealth Advisors
Virginia
$857K +$621K +2,155 +262%
FA
666
Fermata Advisors
California
$854K +$854K +2,965 New
HGWM
667
Horst & Graben Wealth Management
Oregon
$850K -$2.02K -7 -0.2%
VWM
668
Venturi Wealth Management
Texas
$848K
AWM
669
AE Wealth Management
Kansas
$847K -$1.96M -6,821 -70%
TPWA
670
TRUE Private Wealth Advisors
Oregon
$847K -$213K -739 -20%
WPA
671
West Paces Advisors
Georgia
$847K
GT
672
Greenleaf Trust
Michigan
$845K
SWM
673
Segment Wealth Management
Texas
$841K
GIA
674
Gladstone Institutional Advisory
Florida
$836K +$9.51K +33 +1%
FA
675
Flagstar Advisors
New York
$834K -$55.9K -194 -6%