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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.

New
Increased
Maintained
Reduced
Closed
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
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 %
NME
726
Notis-McConarty Edward
$745K -$25.2K -80 -3%
BW
727
BIP Wealth
Georgia
$737K -$38.7K -123 -5%
OAP
728
One Advisory Partners
Kansas
$736K -$19.8K -63 -3%
AIM
729
Aspen Investment Management
Michigan
$736K – – –
CSIC
730
Clifford Swan Investment Counsel
California
$735K – – –
PWPS
731
Pinnacle Wealth Planning Services
Ohio
$733K – – –
W
732
WorthPointe
California
$731K +$731K +2,326 New
S
733
SignatureFD
Georgia
$730K – – –
FAT
734
First American Trust
California
$729K +$297K +945 +69%
CPG
735
Cornerstone Planning Group
New Jersey
$728K +$2.23K +7 +0.3%
ACIM
736
Azimuth Capital Investment Management
Michigan
$726K +$7.23K +23 +1%
IA
737
IFS Advisors
Kansas
$723K – – –
UAS
738
United Asset Strategies
New York
$720K -$9.75K -31 -1%
HB
739
HTLF Bank
Colorado
$717K – – –
VP
740
Verum Partners
North Carolina
$708K +$943 +3 +0.1%
BF
741
Blankinship & Foster
California
$707K -$2.83K -9 -0.4%
NLP
742
Next Level Private
New York
$707K +$2.2K +7 +0.3%
ONSWM
743
Old North State Wealth Management
North Carolina
$706K +$2.52K +8 +0.4%
SIC
744
Salem Investment Counselors
North Carolina
$704K – – –
FBB
745
Fulton Breakefield Broenniman
Maryland
$702K -$8.8K -28 -1%
BBA
746
BLB&B Advisors
Pennsylvania
$699K – – –
SAS
747
SMI Advisory Services
Indiana
$696K -$9.11K -29 -1%
SSWM
748
Smith Salley Wealth Management
North Carolina
$696K – – –
HCM
749
Hollencrest Capital Management
California
$694K – – –
RP
750
Riverbridge Partners
Minnesota
$693K – – –
28 29
30
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