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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,258 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, 368 increasing their positions, 428 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,258
Holders Change
+17
Holders Change %
+1.37%
% of All Funds
18.2%
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
368
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 %
FAM
801
Forte Asset Management
New York
$583K – – –
MGWM
802
Marks Group Wealth Management
Minnesota
$583K – – –
NHC
803
Nicholas Hoffman & Company
Georgia
$580K – – –
ASW
804
Astoria Strategic Wealth
Texas
$577K -$155K -492 -21%
GWM
805
Global Wealth Management
New Jersey
$576K +$576K +1,832 New
DIM
806
Delta Investment Management
California
$575K – – –
CCIA
807
Cherry Creek Investment Advisors
Colorado
$575K +$1.57K +5 +0.3%
AP
808
Americana Partners
Texas
$573K – – –
SCP
809
Silverleafe Capital Partners
Tennessee
$572K +$19.2K +61 +3%
WAM
810
WNY Asset Management
New York
$569K -$119K -379 -17%
BFA
811
Beaumont Financial Advisors
Massachusetts
$569K +$82.7K +263 +17%
1SB
812
1ST Source Bank
Indiana
$560K – – –
MAS
813
Meeder Advisory Services
Ohio
$560K – – –
PPW
814
PACK Private Wealth
Minnesota
$557K – – –
SF
815
Synovus Financial
Georgia
$557K +$55.4K +176 +11%
HFS
816
Heritage Financial Services
Massachusetts
$555K – – –
NAS
817
Nicolet Advisory Services
Wisconsin
$553K +$311 +1 +0.1%
MWA
818
Moser Wealth Advisors
Washington
$553K -$7.86K -25 -1%
JAG
819
Journey Advisory Group
Kentucky
$552K -$11.6K -39 -2%
AWM
820
AAF Wealth Management
Massachusetts
$550K +$943 +3 +0.2%
SIA
821
Soltis Investment Advisors
Utah
$548K -$29.6K -94 -5%
GG
822
Greenwood Gearhart
Arkansas
$545K – – –
AWM
823
Apollon Wealth Management
South Carolina
$536K +$72.6K +231 +16%
SIA
824
Schechter Investment Advisors
Michigan
$534K +$57.2K +182 +12%
CCG
825
Catalina Capital Group
California
$532K – – –
31 32
33
34 35