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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 %
W
651
Wealthquest
Ohio
$954K – – –
AI
652
Atria Investments
North Carolina
$949K -$2.65M -8,899 -74%
DP
653
Denver PWM
Colorado
$948K +$2.68K +9 +0.3%
GWSG
654
GPS Wealth Strategies Group
Colorado
$948K -$4.17K -14 -0.4%
CA
655
Cortland Associates
Missouri
$946K – – –
ST
656
Spinnaker Trust
Maine
$942K – – –
CWA
657
CJM Wealth Advisers
Virginia
$941K – – –
SFG
658
SNS Financial Group
Minnesota
$938K – – –
WPC
659
Waters Parkerson & Co
Louisiana
$937K – – –
MWA
660
Meridian Wealth Advisors
Texas
$935K – – –
RW
661
Regimen Wealth
Georgia
$932K +$2.38K +8 +0.3%
SWM
662
Scissortail Wealth Management
Oklahoma
$929K – – –
WA
663
Wealth Architects
California
$929K – – –
MFIM
664
Mesirow Financial Investment Management
Illinois
$928K -$86.4K -290 -9%
PFWA
665
Paces Ferry Wealth Advisors
Georgia
$922K -$2.38K -8 -0.3%
OFS
666
Oldfather Financial Services
Nebraska
$918K -$65.5K -220 -7%
FA
667
Fermata Advisors
California
$915K +$32.4K +109 +4%
WWM
668
Wagner Wealth Management
South Carolina
$910K +$4.17K +14 +0.5%
FWI
669
Facet Wealth Inc
Maryland
$907K -$120K -404 -12%
CWP
670
Cyndeo Wealth Partners
Florida
$903K +$113K +381 +14%
TC
671
TownSquare Capital
Utah
$903K +$234K +786 +35%
HTHT
672
Hemenway Trust Hemenway Trust
New Hampshire
$896K – – –
MWA
673
Midland Wealth Advisors
Illinois
$896K +$134K +450 +18%
HWA
674
Heartwood Wealth Advisors
Virginia
$886K – – –
RPGK
675
Retirement Planning Group (Kansas)
Kansas
$885K -$53K -178 -6%
25 26
27
28 29