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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 %
SG
751
StoneX Group
New York
$662K +$115K +385 +21%
BBA
752
BLB&B Advisors
Pennsylvania
$662K – – –
SSWM
753
Smith Salley Wealth Management
North Carolina
$659K – – –
LWMG
754
Levy Wealth Management Group
Pennsylvania
$658K +$221K +742 +50%
HCM
755
Hollencrest Capital Management
California
$657K – – –
RP
756
Riverbridge Partners
Minnesota
$656K – – –
KBFS
757
Kohmann Bosshard Financial Services
Ohio
$656K – – –
WAM
758
WNY Asset Management
New York
$652K -$2.98K -10 -0.5%
Betterment LLC
759
Betterment LLC
New York
$650K +$60.4K +203 +10%
KCPG
760
Kavar Capital Partners Group
Kansas
$645K -$5.95K -20 -0.9%
CPG
761
Cornerstone Planning Group
New Jersey
$645K -$485K -1,711 -43%
Members Trust
762
Members Trust
Florida
$641K – – –
MA
763
MONECO Advisors
Connecticut
$638K -$6.25K -21 -1%
SPWG
764
Sage Private Wealth Group
Illinois
$635K -$808K -2,717 -56%
SWP
765
ShoreHaven Wealth Partners
New Jersey
$634K -$160K -537 -20%
SWA
766
SOA Wealth Advisors
New York
$628K +$595 +2 +0.1%
OC
767
Oarsman Capital
Wisconsin
$628K +$628K +2,109 New
MWAM
768
Manhattan West Asset Management
California
$627K – – –
SCA
769
STALEY CAPITAL ADVISERS
Pennsylvania
$625K – – –
TW
770
TritonPoint Wealth
Maryland
$623K +$1.19K +4 +0.2%
TP
771
Tranquility Partners
Tennessee
$619K +$33.9K +114 +6%
PWM
772
Prosperity Wealth Management
California
$618K +$618K +2,075 New
CIBC World Market
773
CIBC World Market
Ontario, Canada
$614K -$3.27K -11 -0.5%
PL
774
Parthenon LLC
Kentucky
$613K -$1.49K -5 -0.2%
OWM
775
Orgel Wealth Management
Wisconsin
$608K – – –
29 30
31
32 33