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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 %
OBWP
851
O'Brien Wealth Partners
Massachusetts
$468K – – –
BTI
852
Blue Trust Inc
Georgia
$468K +$270K +938 +137%
SYBT
853
Stock Yards Bank & Trust
Kentucky
$465K – – –
USCWA
854
U.S. Capital Wealth Advisors
Texas
$463K – – –
RA
855
Ruggaard & Associates
Ohio
$463K – – –
BFA
856
Beaumont Financial Advisors
Massachusetts
$461K -$10.4K -35 -2%
GKWIM
857
Gerber Kawasaki Wealth & Investment Management
California
$460K +$33.3K +112 +8%
HCP
858
Holt Capital Partners
Texas
$457K – – –
PMFA
859
Plante Moran Financial Advisors
Michigan
$456K – – –
PWLP
860
Prio Wealth Limited Partnership
Massachusetts
$454K – – –
MAS
861
Madden Advisory Services
Florida
$453K – – –
SIA
862
Schechter Investment Advisors
Michigan
$452K – – –
WWM
863
Western Wealth Management
Colorado
$450K -$476K -1,601 -51%
SL
864
Sentry LLC
Tennessee
$444K +$298 +1 +0.1%
PCP
865
Proficio Capital Partners
Massachusetts
$443K -$8.93K -30 -2%
DAS
866
Diversify Advisory Services
Utah
$438K +$910 +3 +0.2%
AWM
867
Apollon Wealth Management
South Carolina
$438K -$41.6K -140 -9%
SEIA
868
Signature Estate & Investment Advisors
California
$436K +$96.1K +323 +28%
BCP
869
Berkeley Capital Partners
Georgia
$431K -$104K -350 -19%
CWP
870
Curated Wealth Partners
California
$431K +$431K +1,450 New
AMG
871
Asset Management Group
Connecticut
$428K +$1.19K +4 +0.3%
FWP
872
FAS Wealth Partners
Kansas
$427K – – –
SAM
873
Summit Asset Management
Tennessee
$424K +$66.6K +224 +19%
TCM
874
TD Capital Management
Tennessee
$424K +$297 +1 +0.1%
JGCM
875
Joseph Group Capital Management
Ohio
$422K +$422K +1,419 New
33 34
35
36 37