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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 %
ATPW
701
Ashton Thomas Private Wealth
Arizona
$823K -$22K -70 -3%
CM
702
Columbus Macro
Pennsylvania
$822K – – –
TWM
703
Tradition Wealth Management
Minnesota
$820K – – –
RFA
704
Resurgent Financial Advisors
Georgia
$801K -$21.4K -68 -3%
TPW
705
Transatlantique Private Wealth
New York
$801K – – –
GFS
706
GYL Financial Synergies
Connecticut
$796K – – –
MWA
707
Midland Wealth Advisors
Illinois
$795K -$151K -480 -16%
TCA
708
Transcend Capital Advisors
New Jersey
$791K -$5.66K -18 -0.7%
Betterment LLC
709
Betterment LLC
New York
$787K +$99.7K +317 +15%
VA
710
Valmark Advisers
Ohio
$782K +$238K +758 +44%
CIC
711
Carnegie Investment Counsel
Ohio
$780K -$66K -210 -8%
EB
712
Eastern Bank
Massachusetts
$780K +$780K +2,482 New
BHBT
713
Burke & Herbert Bank & Trust
Virginia
$780K -$60.4K -192 -7%
FWP
714
Firethorn Wealth Partners
Georgia
$780K -$16K -51 -2%
AI
715
Atria Investments
North Carolina
$779K -$223K -710 -22%
NG
716
Northstar Group
New York
$772K +$207K +660 +37%
CWM
717
Congress Wealth Management
Massachusetts
$771K +$28.6K +91 +4%
VCP
718
Vista Capital Partners
Oregon
$769K +$397K +1,263 +107%
HL
719
HeadInvest LLC
Maine
$767K – – –
SFC
720
Sprinkle Financial Consultants
Colorado
$767K +$1.89K +6 +0.2%
SG
721
StoneX Group
New York
$765K +$65.4K +208 +9%
CWM
722
Cahaba Wealth Management
Georgia
$765K +$1.26K +4 +0.2%
HPC
723
HM Payson & Co
Maine
$755K – – –
SQA
724
Simon Quick Advisors
New Jersey
$749K -$1.57K -5 -0.2%
PF
725
Penney Financial
Texas
$748K – – –
27 28
29
30 31