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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 %
FNB
826
Farmers National Bank
Kentucky
$506K – – –
CCG
827
Catalina Capital Group
California
$503K – – –
TWM
828
Tolleson Wealth Management
Texas
$503K – – –
KLI
829
Kelman-Lazarov Inc
Tennessee
$502K – – –
AWA
830
Arbor Wealth Advisors
Michigan
$501K – – –
KL
831
KilterHowling LLC
Colorado
$500K +$1.19K +4 +0.2%
LL
832
LPWM LLC
Minnesota
$500K -$303 -1 -0.1%
CCB
833
Country Club Bank
Missouri
$495K -$94.1K -315 -16%
PAM
834
Palisade Asset Management
Minnesota
$494K – – –
HCM
835
Highview Capital Management
Illinois
$494K – – –
SS
836
Sunbelt Securities
Texas
$493K +$11.3K +38 +2%
FPW
837
Flagship Private Wealth
Massachusetts
$491K +$595 +2 +0.1%
MMHP
838
Murphy Middleton Hinkle & Parker
Georgia
$486K -$14.9K -50 -3%
PSIWM
839
Paradigm Strategies in Wealth Management
Minnesota
$485K – – –
TWM
840
Thrive Wealth Management
Pennsylvania
$484K +$40.8K +137 +9%
BDF
841
Black Diamond Financial
Maryland
$481K +$236K +794 +96%
CNBT
842
Canandaigua National Bank & Trust
New York
$478K +$478K +1,605 New
FMTC
843
Farmers & Merchants Trust Company
California
$477K +$477K +1,603 New
AIA
844
Alera Investment Advisors
Illinois
$477K +$16.1K +54 +3%
SWRP
845
Summit Wealth & Retirement Planning
California
$476K – – –
SF
846
Synovus Financial
Georgia
$475K -$2.38K -8 -0.5%
SPFA
847
Summit Place Financial Advisors
New Jersey
$471K -$40.5K -136 -8%
APG
848
Abacus Planning Group
South Carolina
$470K – – –
AAM
849
Aureus Asset Management
Massachusetts
$469K -$123K -414 -21%
GSEP
850
Golden State Equity Partners
California
$469K +$469K +1,577 New
32 33
34
35 36