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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,241 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, 355 increasing their positions, 418 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
+26
Holders Change %
+2.14%
% of All Funds
18.05%
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
355
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 %
BWP
876
BSW Wealth Partners
Colorado
$418K – – –
GWSA
877
Global Wealth Strategies & Associates
Colorado
$417K – – –
Chevy Chase Trust
878
Chevy Chase Trust
Maryland
$417K +$417K +1,400 New
VPIM
879
Vanguard Personalized Indexing Management
California
$409K -$2.98K -10 -0.7%
FAT
880
First American Trust
California
$409K +$18.2K +61 +5%
CWM
881
Cornerstone Wealth Management
Missouri
$405K +$2.68K +9 +0.7%
CCG
882
Chatham Capital Group
Georgia
$404K – – –
USB
883
Union Savings Bank
Connecticut
$400K – – –
AWA
884
Arete Wealth Advisors
Illinois
$399K +$399K +1,340 New
RWMG
885
Redwood Wealth Management Group
New Jersey
$398K -$8.63K -29 -2%
SC
886
Soundwatch Capital
Connecticut
$397K -$781K -2,624 -66%
LWMM
887
Legacy Wealth Management (Mississippi)
Mississippi
$396K -$104K -350 -21%
PAMG
888
Patton Albertson Miller Group
Tennessee
$389K -$2.98K -10 -0.8%
TCM
889
Traynor Capital Management
Pennsylvania
$388K -$595 -2 -0.2%
AAS
890
Ameritas Advisory Services
Nebraska
$386K +$595 +2 +0.2%
PCM
891
Pointe Capital Management
Michigan
$386K – – –
PWM
892
PBMares Wealth Management
Virginia
$386K +$297 +1 +0.1%
CCFCSB
893
Cape Cod Five Cents Savings Bank
Massachusetts
$381K +$381K +1,281 New
PCM
894
Pennsylvania Capital Management
Pennsylvania
$381K – – –
SW
895
SkyOak Wealth
Michigan
$380K -$165K -555 -30%
AAS
896
Annex Advisory Services
Wisconsin
$379K +$3.27K +11 +0.9%
WFA
897
Wellspring Financial Advisors
Ohio
$375K +$892 +3 +0.2%
AssetMark Inc
898
AssetMark Inc
California
$370K +$330K +1,110 +822%
AB
899
Atlas Brown
Kentucky
$369K – – –
BWL
900
Bogart Wealth LLC
Virginia
$368K -$29.8K -100 -7%
34 35
36
37 38