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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 %
MGWM
801
Marks Group Wealth Management
Minnesota
$551K +$68.7K +231 +14%
NHC
802
Nicholas Hoffman & Company
Georgia
$549K – – –
SIA
803
Soltis Investment Advisors
Utah
$547K -$39.3K -132 -7%
NAS
804
Nicolet Advisory Services
Wisconsin
$544K +$247K +805 +83%
DIM
805
Delta Investment Management
California
$544K – – –
CCIA
806
Cherry Creek Investment Advisors
Colorado
$543K +$595 +2 +0.1%
AP
807
Americana Partners
Texas
$542K – – –
PI
808
PFG Investments
New York
$542K +$2.98K +10 +0.6%
FC
809
Fulcrum Capital
Washington
$540K +$255K +857 +90%
NG
810
Northstar Group
New York
$534K +$61.9K +208 +13%
FFA
811
Founders Financial Alliance
North Carolina
$531K -$425K -1,427 -44%
MWA
812
Moser Wealth Advisors
Washington
$531K -$4.46K -15 -0.8%
1SB
813
1ST Source Bank
Indiana
$530K – – –
MAS
814
Meeder Advisory Services
Ohio
$530K +$530K +1,780 New
PPW
815
PACK Private Wealth
Minnesota
$527K – – –
HFS
816
Heritage Financial Services
Massachusetts
$525K – – –
SCP
817
Silverleafe Capital Partners
Tennessee
$523K -$2.08K -7 -0.4%
AWM
818
AAF Wealth Management
Massachusetts
$520K +$83.9K +282 +19%
NWWA
819
New Wave Wealth Advisors
Arkansas
$519K +$519K +1,744 New
GG
820
Greenwood Gearhart
Arkansas
$516K – – –
VA
821
Valmark Advisers
Ohio
$514K +$595 +2 +0.1%
PA
822
Pinnacle Associates
New York
$511K +$29.5K +99 +6%
GI
823
GLOBALT Investments
Georgia
$510K +$59.8K +201 +13%
GC
824
Grimes & Company
Massachusetts
$509K +$58.6K +197 +13%
WP
825
WealthPLAN Partners
Nebraska
$507K +$10.4K +35 +2%
31 32
33
34 35