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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
$313M
2
JHU
Johns Hopkins University
Maryland
$200M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.91B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$184M
5
TRCT
Tower Research Capital (TRC)
New York
$30.5M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$982K
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$237M
3
BlackRock
BlackRock
New York
$545M
4
Millennium Management
Millennium Management
New York
$3.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
851
Edgestream Partners
New Jersey
$502K -$300K -955 -37%
APG
852
Abacus Planning Group
South Carolina
$496K – – –
AAM
853
Aureus Asset Management
Massachusetts
$496K – – –
OBWP
854
O'Brien Wealth Partners
Massachusetts
$495K – – –
BTI
855
Blue Trust Inc
Georgia
$492K +$9.22K +31 +2%
CNBT
856
Canandaigua National Bank & Trust
New York
$489K -$15.7K -50 -3%
RA
857
Ruggaard & Associates
Ohio
$489K – – –
GKWIM
858
Gerber Kawasaki Wealth & Investment Management
California
$487K +$943 +3 +0.2%
HCP
859
Holt Capital Partners
Texas
$483K – – –
PWLP
860
Prio Wealth Limited Partnership
Massachusetts
$479K – – –
MAS
861
Madden Advisory Services
Florida
$479K – – –
UWPG
862
Ullmann Wealth Partners Group
Florida
$478K +$478K +1,521 New
CCB
863
Country Club Bank
Missouri
$478K -$41.3K -132 -8%
SS
864
Sunbelt Securities
Texas
$476K -$45.3K -144 -9%
WWM
865
Western Wealth Management
Colorado
$476K – – –
GWM
866
Geneos Wealth Management
Colorado
$473K +$84.6K +269 +22%
GC
867
Grimes & Company
Massachusetts
$470K -$67.9K -216 -13%
SL
868
Sentry LLC
Tennessee
$470K +$314 +1 +0.1%
PCP
869
Proficio Capital Partners
Massachusetts
$468K – – –
SEIA
870
Signature Estate & Investment Advisors
California
$461K +$314 +1 +0.1%
PMFA
871
Plante Moran Financial Advisors
Michigan
$458K -$24.2K -77 -5%
BCP
872
Berkeley Capital Partners
Georgia
$456K – – –
CWP
873
Curated Wealth Partners
California
$456K – – –
AAM
874
AMI Asset Management
California
$455K +$455K +1,449 New
LFG
875
Larson Financial Group
Missouri
$452K +$189K +602 +72%
33 34
35
36 37