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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 %
SQA
726
Simon Quick Advisors
New Jersey
$710K +$1.79K +6 +0.3%
TI
727
Trexquant Investment
Connecticut
$709K -$15.8K -53 -2%
PF
728
Penney Financial
Texas
$708K – – –
TLFA
729
True Link Financial Advisors
California
$706K -$72K -242 -9%
CWM
730
Congress Wealth Management
Massachusetts
$702K +$53.6K +180 +8%
AIM
731
Aspen Investment Management
Michigan
$697K – – –
CSIC
732
Clifford Swan Investment Counsel
California
$696K – – –
PWPS
733
Pinnacle Wealth Planning Services
Ohio
$694K – – –
ASW
734
Astoria Strategic Wealth
Texas
$693K – – –
S
735
SignatureFD
Georgia
$691K – – –
UAS
736
United Asset Strategies
New York
$691K -$165K -556 -19%
IA
737
IFS Advisors
Kansas
$684K – – –
C
738
Certuity
Florida
$684K – – –
IAIM
739
International Assets Investment Management
Florida
$681K – – –
SAS
740
SMI Advisory Services
Indiana
$681K +$681K +2,246 New
ACIM
741
Azimuth Capital Investment Management
Michigan
$680K -$103K -346 -13%
HB
742
HTLF Bank
Colorado
$678K +$200K +673 +42%
FBB
743
Fulton Breakefield Broenniman
Maryland
$672K -$17.9K -60 -3%
BF
744
Blankinship & Foster
California
$672K -$4.17K -14 -0.6%
GP
745
Girard Partners
Pennsylvania
$669K – – –
VP
746
Verum Partners
North Carolina
$669K +$298 +1 +0%
SIC
747
Salem Investment Counselors
North Carolina
$666K +$7.44K +25 +1%
BGIM
748
Brandywine Global Investment Management
Pennsylvania
$666K +$666K +2,240 New
NLP
749
Next Level Private
New York
$666K +$1.79K +6 +0.3%
ONSWM
750
Old North State Wealth Management
North Carolina
$665K +$1.49K +5 +0.2%
28 29
30
31 32