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iShares Russell 1000 ETF

1,216 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 440 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+9
Holders Change %
+0.75%
% of All Funds
17.63%
Holding in Top 10
91
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.21%
% of All Funds
1.32%
New
101
Increased
318
Reduced
440
Closed
74
Calls
$17.1M
Puts
$33.1M
Net Calls
-$16M
Net Calls Change
-$9.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
851
Plante Moran Financial Advisors
Michigan
$442K
PWLP
852
Prio Wealth Limited Partnership
Massachusetts
$439K -$11.5K -40 -3%
MAS
853
Madden Advisory Services
Florida
$439K
PCP
854
Proficio Capital Partners
Massachusetts
$438K +$438K +1,520 New
SIA
855
Schechter Investment Advisors
Michigan
$437K +$437K +1,518 New
GC
856
Grimes & Company
Massachusetts
$436K +$1.44K +5 +0.3%
GI
857
GLOBALT Investments
Georgia
$436K
SL
858
Sentry LLC
Tennessee
$430K +$288 +1 +0.1%
TWM
859
Thrive Wealth Management
Pennsylvania
$429K -$44.9K -156 -9%
AWM
860
AAF Wealth Management
Massachusetts
$422K +$864 +3 +0.2%
DAS
861
Diversify Advisory Services
Utah
$414K +$414K +1,442 New
AMG
862
Asset Management Group
Connecticut
$413K +$1.15K +4 +0.3%
GKWIM
863
Gerber Kawasaki Wealth & Investment Management
California
$413K +$413K +1,435 New
FWP
864
FAS Wealth Partners
Kansas
$413K -$1.44K -5 -0.3%
TCM
865
TD Capital Management
Tennessee
$410K +$17.3K +60 +4%
MAM
866
Meeder Asset Management
Ohio
$406K
BWP
867
BSW Wealth Partners
Colorado
$405K
GWSA
868
Global Wealth Strategies & Associates
Colorado
$403K
TBC
869
Ted Buchan & Co
California
$402K
TW
870
TritonPoint Wealth
Maryland
$402K +$107K +556 +36%
VPIM
871
Vanguard Personalized Indexing Management
California
$399K +$151K +523 +61%
PPP
872
Private Portfolio Partners
New Jersey
$399K
AWA
873
ARQ Wealth Advisors
Arizona
$398K +$398K +1,382 New
RWMG
874
Redwood Wealth Management Group
New Jersey
$393K -$71.7K -249 -15%
MTIC
875
Missouri Trust & Investment Company
Missouri
$393K -$28.8K -100 -7%