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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 %
VAS
676
Vestmark Advisory Solutions
Massachusetts
$914K -$1.57K -5 -0.2%
FHA
677
Flagship Harbor Advisors
Massachusetts
$912K +$912K +2,900 New
TCM
678
Tandem Capital Management
New Jersey
$910K +$1.57K +5 +0.2%
CAL
679
Capital Advisors Ltd
Ohio
$910K +$314 +1 +0%
FFA
680
Fi3 Financial Advisors
Indiana
$901K – – –
LBC
681
Lowe Brockenbrough & Co
Virginia
$898K – – –
EW
682
Enzi Wealth
Texas
$894K – – –
WPA
683
West Paces Advisors
Georgia
$893K -$31.4K -100 -3%
GIA
684
Gladstone Institutional Advisory
Florida
$892K +$5.35K +17 +0.6%
MPM
685
Meritage Portfolio Management
Kansas
$888K – – –
QCM
686
QRG Capital Management
Illinois
$883K -$287K -913 -25%
CIA
687
Capital Investment Advisors
Georgia
$877K +$54.1K +172 +7%
Citadel Advisors
688
Citadel Advisors
Florida
$877K -$17M -54,138 -95%
RA
689
RFG Advisory
Alabama
$874K +$36.2K +115 +4%
AIP
690
Almanack Investment Partners
Pennsylvania
$870K – – –
FA
691
Flagstar Advisors
New York
$869K -$16K -51 -2%
SWM
692
Segment Wealth Management
Texas
$868K -$32.1K -102 -4%
AWC
693
Abundance Wealth Counselors
Pennsylvania
$866K +$866K +2,755 New
CW
694
CreativeOne Wealth
Kansas
$864K +$87.7K +279 +11%
BTW
695
Boston Trust Walden
Massachusetts
$850K – – –
CWP
696
Cyndeo Wealth Partners
Florida
$837K -$117K -373 -12%
LP
697
LGL Partners
Pennsylvania
$837K +$2.83K +9 +0.3%
SFP
698
Shepherd Financial Partners
Massachusetts
$835K – – –
TI
699
Tidal Investments
Wisconsin
$831K +$226K +719 +37%
DDPIC
700
Deroy & Devereaux Private Investment Counsel
Michigan
$824K -$10.1K -32 -1%
26 27
28
29 30