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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,259 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, 369 increasing their positions, 428 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,259
Holders Change
+17
Holders Change %
+1.37%
% of All Funds
18.21%
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
369
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 %
RP
751
Riverbridge Partners
Minnesota
$693K – – –
KBFS
752
Kohmann Bosshard Financial Services
Ohio
$693K +$314 +1 +0%
FPF
753
First Pacific Financial
Washington
$692K -$72.6K -231 -9%
UF
754
Univest Financial
Pennsylvania
$690K +$690K +2,195 New
LWM
755
LongView Wealth Management
Georgia
$687K -$162K -514 -19%
BFA
756
Buttonwood Financial Advisors
Maryland
$684K +$92.7K +295 +16%
TPWA
757
TRUE Private Wealth Advisors
Oregon
$682K -$226K -719 -25%
KCPG
758
Kavar Capital Partners Group
Kansas
$681K – – –
TP
759
Tranquility Partners
Tennessee
$679K +$24.8K +79 +4%
MA
760
MONECO Advisors
Connecticut
$676K +$1.57K +5 +0.2%
DWA
761
Douglass Winthrop Advisors
New York
$670K +$28.9K +92 +5%
SYBT
762
Stock Yards Bank & Trust
Kentucky
$667K +$176K +559 +36%
TW
763
TritonPoint Wealth
Maryland
$666K +$10.7K +34 +2%
LAS
764
LWM Advisory Services
Florida
$665K +$665K +2,115 New
SWA
765
SOA Wealth Advisors
New York
$665K +$629 +2 +0.1%
SWM
766
SeaCrest Wealth Management
New York
$663K +$663K +2,109 New
SWP
767
ShoreHaven Wealth Partners
New Jersey
$663K -$6.6K -21 -1%
SCA
768
STALEY CAPITAL ADVISERS
Pennsylvania
$660K – – –
MWAM
769
Manhattan West Asset Management
California
$656K -$5.97K -19 -0.9%
PWM
770
Prosperity Wealth Management
California
$653K +$629 +2 +0.1%
HFRG
771
Houlihan Financial Resource Group
Virginia
$652K +$652K +2,073 New
KV
772
Kickstand Ventures
New York
$650K +$14.5K +46 +2%
LC
773
LCNB Corp
Ohio
$649K +$314K +1,000 +94%
PL
774
Parthenon LLC
Kentucky
$648K – – –
CIBC World Market
775
CIBC World Market
Ontario, Canada
$646K -$2.83K -9 -0.4%
29 30
31
32 33