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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 %
VWM
676
Venturi Wealth Management
Texas
$876K – – –
TCM
677
Tandem Capital Management
New Jersey
$876K +$9.09K +30 +1%
WGCA
678
Wolf Group Capital Advisors
Virginia
$875K -$327K -1,100 -27%
WPA
679
West Paces Advisors
Georgia
$875K – – –
GT
680
Greenleaf Trust
Michigan
$874K +$2.08K +7 +0.2%
AF
681
Advisornet Financial
Minnesota
$872K -$113K -381 -12%
VAS
682
Vestmark Advisory Solutions
Massachusetts
$866K +$524K +1,761 +153%
GRP
683
Global Retirement Partners
California
$861K +$46.4K +156 +6%
CAL
684
Capital Advisors Ltd
Ohio
$861K – – –
TPWA
685
TRUE Private Wealth Advisors
Oregon
$859K -$15.8K -53 -2%
FFA
686
Fi3 Financial Advisors
Indiana
$853K – – –
SWM
687
Segment Wealth Management
Texas
$852K -$16.7K -56 -2%
LBC
688
Lowe Brockenbrough & Co
Virginia
$849K – – –
EW
689
Enzi Wealth
Texas
$845K -$65.5K -216 -7%
MPM
690
Meritage Portfolio Management
Kansas
$840K – – –
GIA
691
Gladstone Institutional Advisory
Florida
$839K -$25K -84 -3%
FA
692
Flagstar Advisors
New York
$837K -$23.8K -80 -3%
AA
693
Ancora Advisors
Ohio
$836K – – –
AIP
694
Almanack Investment Partners
Pennsylvania
$824K – – –
AMBIA
695
Allen Mooney & Barnes Investment Advisors
Georgia
$822K +$893 +3 +0.1%
BTW
696
Boston Trust Walden
Massachusetts
$805K – – –
LWM
697
LongView Wealth Management
Georgia
$803K -$2.68K -9 -0.3%
CIC
698
Carnegie Investment Counsel
Ohio
$801K -$377K -1,267 -32%
ATPW
699
Ashton Thomas Private Wealth
Arizona
$799K +$297 +1 +0%
BHBT
700
Burke & Herbert Bank & Trust
Virginia
$796K +$796K +2,674 New
26 27
28
29 30