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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 %
TWM
826
Tolleson Wealth Management
Texas
$531K – – –
KL
827
KilterHowling LLC
Colorado
$531K +$1.57K +5 +0.3%
AWA
828
Arbor Wealth Advisors
Michigan
$529K – – –
PI
829
PFG Investments
New York
$529K -$44K -140 -8%
PPH
830
Pure Portfolios Holdings
Oregon
$525K +$525K +1,671 New
PAM
831
Palisade Asset Management
Minnesota
$522K – – –
HCM
832
Highview Capital Management
Illinois
$522K – – –
KLI
833
Kelman-Lazarov Inc
Tennessee
$521K -$10.1K -32 -2%
WP
834
WealthPLAN Partners
Nebraska
$520K -$15.7K -50 -3%
FPW
835
Flagship Private Wealth
Massachusetts
$519K +$943 +3 +0.2%
USCWA
836
U.S. Capital Wealth Advisors
Texas
$517K +$27.7K +88 +6%
SPWG
837
Sage Private Wealth Group
Illinois
$515K -$155K -494 -23%
MMHP
838
Murphy Middleton Hinkle & Parker
Georgia
$514K – – –
FFA
839
Founders Financial Alliance
North Carolina
$513K -$47.8K -152 -9%
LL
840
LPWM LLC
Minnesota
$513K – – –
OC
841
Oarsman Capital
Wisconsin
$513K -$150K -478 -23%
PSIWM
842
Paradigm Strategies in Wealth Management
Minnesota
$512K – – –
BWL
843
Bogart Wealth LLC
Virginia
$511K +$122K +389 +31%
Capital International Investors
844
Capital International Investors
California
$511K +$511K +1,631 New
AMBIA
845
Allen Mooney & Barnes Investment Advisors
Georgia
$509K -$359K -1,143 -41%
BDF
846
Black Diamond Financial
Maryland
$509K – – –
SFPM
847
Sensible Financial Planning & Management
Massachusetts
$506K +$506K +1,608 New
FMTC
848
Farmers & Merchants Trust Company
California
$504K – – –
AIA
849
Alera Investment Advisors
Illinois
$503K -$943 -3 -0.2%
SWRP
850
Summit Wealth & Retirement Planning
California
$503K – – –
32 33
34
35 36