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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 %
RA
701
RFG Advisory
Alabama
$793K +$1.79K +6 +0.2%
SFP
702
Shepherd Financial Partners
Massachusetts
$791K – – –
DDPIC
703
Deroy & Devereaux Private Investment Counsel
Michigan
$790K -$63.7K -214 -7%
LP
704
LGL Partners
Pennsylvania
$789K +$2.08K +7 +0.3%
CM
705
Columbus Macro
Pennsylvania
$784K – – –
CIA
706
Capital Investment Advisors
Georgia
$779K -$5.95K -20 -0.8%
RFA
707
Resurgent Financial Advisors
Georgia
$779K – – –
TWM
708
Tradition Wealth Management
Minnesota
$776K +$400K +1,345 +106%
EP
709
Edgestream Partners
New Jersey
$759K -$76.2K -256 -9%
TPW
710
Transatlantique Private Wealth
New York
$758K – – –
TCA
711
Transcend Capital Advisors
New Jersey
$754K +$495K +1,663 +191%
FWP
712
Firethorn Wealth Partners
Georgia
$753K -$20.8K -70 -3%
GFS
713
GYL Financial Synergies
Connecticut
$753K – – –
PCM
714
Prelude Capital Management
New York
$744K +$744K +2,500 New
CW
715
CreativeOne Wealth
Kansas
$735K -$1.67M -5,607 -69%
BW
716
BIP Wealth
Georgia
$734K – – –
NME
717
Notis-McConarty Edward
$729K -$59.5K -200 -8%
CCA
718
Childress Capital Advisors
Texas
$729K – – –
HL
719
HeadInvest LLC
Maine
$726K -$14.6K -49 -2%
FPF
720
First Pacific Financial
Washington
$723K -$13.4K -45 -2%
SFC
721
Sprinkle Financial Consultants
Colorado
$723K +$1.78K +6 +0.2%
CWM
722
Cahaba Wealth Management
Georgia
$722K +$893 +3 +0.1%
OAP
723
One Advisory Partners
Kansas
$716K -$208K -700 -23%
HPC
724
HM Payson & Co
Maine
$715K – – –
SAI
725
Savvy Advisors Inc
New York
$712K +$164K +551 +30%
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