IWB icon

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 %
FWP
876
FAS Wealth Partners
Kansas
$451K +$314 +1 +0.1%
PCM
877
Pointe Capital Management
Michigan
$450K +$41.8K +133 +10%
TCM
878
TD Capital Management
Tennessee
$448K +$629 +2 +0.1%
SAM
879
Summit Asset Management
Tennessee
$448K – – –
JGCM
880
Joseph Group Capital Management
Ohio
$446K – – –
PCM
881
Pennsylvania Capital Management
Pennsylvania
$446K +$43.4K +138 +11%
BWP
882
BSW Wealth Partners
Colorado
$442K – – –
GWSA
883
Global Wealth Strategies & Associates
Colorado
$440K – – –
DAS
884
Diversify Advisory Services
Utah
$439K -$22.7K -71 -5%
AWA
885
ARQ Wealth Advisors
Arizona
$436K – – –
PPP
886
Private Portfolio Partners
New Jersey
$435K +$435K +1,385 New
TLFA
887
True Link Financial Advisors
California
$431K -$315K -1,002 -42%
CCG
888
Chatham Capital Group
Georgia
$427K – – –
CWM
889
Cornerstone Wealth Management
Missouri
$425K -$2.83K -9 -0.7%
PA
890
Pinnacle Associates
New York
$425K -$26K -99 -6%
LWMM
891
Legacy Wealth Management (Mississippi)
Mississippi
$418K – – –
WA
892
Wealth Alliance
New York
$415K +$38.3K +122 +10%
PWM
893
Penobscot Wealth Management
Maine
$414K +$174K +552 +72%
PAMG
894
Patton Albertson Miller Group
Tennessee
$411K – – –
WIA
895
Wetzel Investment Advisors
Indiana
$408K +$319K +1,015 +357%
RWB
896
RMR Wealth Builders
New Jersey
$408K +$91.2K +290 +29%
Wolverine Trading
897
Wolverine Trading
Illinois
$404K +$153K +488 +61%
SW
898
SkyOak Wealth
Michigan
$401K -$629 -2 -0.2%
AAS
899
Annex Advisory Services
Wisconsin
$400K – – –
CCFCSB
900
Cape Cod Five Cents Savings Bank
Massachusetts
$400K -$3.14K -10 -0.8%
34 35
36
37 38