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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,258 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, 368 increasing their positions, 428 reducing their positions, and 53 closing their positions.

Holders
1,258
Holders Change
+17
Holders Change %
+1.37%
% of All Funds
18.2%
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
368
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
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$313M
2
JHU
2
Johns Hopkins University
Maryland
$200M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.91B
4
EA
4
Enclave Advisors
Texas
$56.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$184M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$982K
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$237M
3
BlackRock
3
BlackRock
New York
$545M
4
Millennium Management
4
Millennium Management
New York
$3.53M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.34B
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
51
McKinley Carter Wealth Services
West Virginia
$101M 320,104 -3,965 -1%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$96.7M 307,437 +6,505 +2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$89.1M 284,410 +4,005 +1%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$82.8M 264,327 -10,971 -4%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$82.4M 261,978 +2,203 +0.8%
ANTB
56
AMG National Trust Bank
Colorado
$80.6M 256,458 -17,894 -7%
WAG
57
Winthrop Advisory Group
Massachusetts
$79.1M 251,728 -1,506 -0.6%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$75.7M 240,738 -709 -0.3%
PA
59
Parkside Advisors
California
$72.6M 230,953 +1,023 +0.4%
BFPW
60
BOK Financial Private Wealth
Colorado
$71.7M 228,137 -3,734 -2%
BP
61
Ballentine Partners
Massachusetts
$71.7M 228,060 -3,466 -1%
JWA
62
JFS Wealth Advisors
Pennsylvania
$68.6M 218,246 -5,360 -2%
LSAG
63
Lake Street Advisors Group
New Hampshire
$67.2M 213,682 +52 +0%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$65M 206,792 +2,173 +1%
WT
65
Washington Trust
Rhode Island
$63.6M 202,375 -1,162 -0.6%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$63M 200,533 -975 -0.5%
Stifel Financial
67
Stifel Financial
Missouri
$62.9M 200,115 +13,901 +7%
ECG
68
EPIQ Capital Group
California
$62M 197,277 +7,480 +4%
FA
69
Fountainhead AM
New Jersey
$58.8M 186,968 -8,595 -4%
RJA
70
Raymond James & Associates
Florida
$58.2M 185,277 +8,650 +5%
EA
71
Enclave Advisors
Texas
$56.3M 179,205 +179,205 New
JPG
72
Jordan Park Group
California
$56.3M 179,123 -1,833 -1%
BJL
73
Brighton Jones LLC
Washington
$55.5M 176,535 -4,032 -2%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$54.5M 173,234 -2,150 -1%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$52.6M 193,957 +9,147 +5%
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