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iShares Russell 1000 ETF

1,216 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 440 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+9
Holders Change %
+0.75%
% of All Funds
17.63%
Holding in Top 10
91
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.21%
% of All Funds
1.32%
New
101
Increased
318
Reduced
440
Closed
74
Calls
$17.1M
Puts
$33.1M
Net Calls
-$16M
Net Calls Change
-$9.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
751
WNY Asset Management
New York
$634K -$15.8K -55 -2%
KCPG
752
Kavar Capital Partners Group
Kansas
$630K -$4.32K -15 -0.7%
TWM
753
TSA Wealth Management
Texas
$628K -$628K -2,181 -50%
CWM
754
Congress Wealth Management
Massachusetts
$628K -$602K -2,091 -49%
VCA
755
Verdence Capital Advisors
Maryland
$625K
MA
756
MONECO Advisors
Connecticut
$624K +$1.44K +5 +0.2%
Members Trust
757
Members Trust
Florida
$621K -$198K -687 -24%
SWA
758
SOA Wealth Advisors
New York
$608K +$864 +3 +0.1%
MWAM
759
Manhattan West Asset Management
California
$607K +$607K +2,107 New
SCA
760
STALEY CAPITAL ADVISERS
Pennsylvania
$605K
Balyasny Asset Management
761
Balyasny Asset Management
Illinois
$603K +$603K +2,095 New
HG
762
Harbor Group
New Hampshire
$603K
BFA
763
Buttonwood Financial Advisors
Maryland
$601K -$19K -66 -3%
CIBC World Market
764
CIBC World Market
Ontario, Canada
$597K
HFRG
765
Houlihan Financial Resource Group
Virginia
$597K
FGAM
766
Financial Gravity Asset Management
Texas
$597K -$334K -1,224 -36%
PL
767
Parthenon LLC
Kentucky
$595K +$1.44K +5 +0.2%
HWM
768
Hohimer Wealth Management
Washington
$590K -$241K -835 -29%
OWM
769
Orgel Wealth Management
Wisconsin
$588K
CAWM
770
Capital Advisors Wealth Management
Washington
$588K +$10.4K +36 +2%
DWA
771
Douglass Winthrop Advisors
New York
$588K
AWA
772
Acorn Wealth Advisors
Michigan
$587K
MFC
773
Morris Financial Concepts
South Carolina
$585K
JWM
774
JPL Wealth Management
Colorado
$579K +$275K +955 +91%
HWMG
775
Hurlow Wealth Management Group
Indiana
$578K