IWB icon

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 %
DWA
776
Douglass Winthrop Advisors
New York
$607K – – –
AWA
777
Acorn Wealth Advisors
Michigan
$606K – – –
KV
778
Kickstand Ventures
New York
$602K +$66.4K +223 +12%
JWM
779
JPL Wealth Management
Colorado
$598K – – –
HWMG
780
Hurlow Wealth Management Group
Indiana
$597K – – –
OPCM
781
Osborne Partners Capital Management
California
$596K -$69.6K -234 -10%
CNBTD
782
Citizens National Bank Trust Department
Mississippi
$595K – – –
HG
783
Harbor Group
New Hampshire
$595K -$28K -94 -4%
HWM
784
Hohimer Wealth Management
Washington
$594K -$14.9K -50 -2%
NCM
785
Northside Capital Management
Oregon
$594K – – –
KJHP
786
K.J. Harrison & Partners
Ontario, Canada
$593K – – –
WW
787
Waterfront Wealth
Kansas
$591K +$297 +1 +0.1%
MFC
788
Morris Financial Concepts
South Carolina
$589K -$15.5K -52 -3%
VCA
789
Verdence Capital Advisors
Maryland
$589K -$56.8K -191 -9%
PCG
790
Prosperity Consulting Group
Maryland
$582K -$8.92K -30 -2%
GRA
791
Golden Road Advisors
Florida
$576K -$4.55K -15 -0.8%
CF
792
Centaurus Financial
California
$574K -$111K -372 -16%
TI
793
Tidal Investments
Wisconsin
$573K +$573K +1,925 New
PFP
794
Paragon Financial Partners
California
$568K +$893 +3 +0.2%
WJA
795
Willis Johnson & Associates
Texas
$564K -$10.4K -35 -2%
JAG
796
Journey Advisory Group
Kentucky
$564K -$3.87K -13 -0.7%
BFA
797
Buttonwood Financial Advisors
Maryland
$559K -$61.3K -206 -10%
LL
798
LWMG LLC
Minnesota
$555K +$893 +3 +0.2%
ZF
799
Zhang Financial
Michigan
$552K – – –
FAM
800
Forte Asset Management
New York
$552K – – –
30 31
32
33 34