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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 %
CCG
876
Chatham Capital Group
Georgia
$391K
CWM
877
Cornerstone Wealth Management
Missouri
$390K
SI
878
Scharf Investments
California
$389K -$365K -1,267 -48%
USB
879
Union Savings Bank
Connecticut
$387K
LWMG
880
Levy Wealth Management Group
Pennsylvania
$385K
BWL
881
Bogart Wealth LLC
Virginia
$385K +$9.51K +33 +3%
PAMG
882
Patton Albertson Miller Group
Tennessee
$379K -$4.32K -15 -1%
BWCS
883
Beirne Wealth Consulting Services
Connecticut
$379K +$7.2K +25 +2%
FAT
884
First American Trust
California
$378K
LMKC
885
L.M. Kohn & Company
Ohio
$378K -$6.34K -22 -2%
TCM
886
Traynor Capital Management
Pennsylvania
$376K
PCM
887
Pointe Capital Management
Michigan
$374K
PWM
888
PBMares Wealth Management
Virginia
$373K
PCM
889
Pennsylvania Capital Management
Pennsylvania
$369K -$2.86M -9,945 -89%
AAS
890
Ameritas Advisory Services
Nebraska
$366K -$31.6K -112 -8%
TWM
891
Tradition Wealth Management
Minnesota
$364K +$364K +1,263 New
AAS
892
Annex Advisory Services
Wisconsin
$363K
WFA
893
Wellspring Financial Advisors
Ohio
$362K +$64.5K +224 +22%
FM
894
Foster & Motley
Ohio
$362K +$288 +1 +0.1%
MIFH
895
Migdal Insurance & Financial Holdings
Israel
$358K -$56.5K -196 -14%
AB
896
Atlas Brown
Kentucky
$357K
GWM
897
Geneos Wealth Management
Colorado
$356K +$288 +1 +0.1%
CTC
898
Cetera Trust Company
Minnesota
$353K -$130K -450 -27%
First Manhattan
899
First Manhattan
New York
$353K
AWP
900
Abacus Wealth Partners
California
$352K