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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 %
GWM
901
Geneos Wealth Management
Colorado
$367K -$297 -1 -0.1%
LFA
902
LGT Financial Advisors
Texas
$364K -$175K -587 -32%
First Manhattan
903
First Manhattan
New York
$364K – – –
AWP
904
Abacus Wealth Partners
California
$363K – – –
VFG
905
V2 Financial group
Illinois
$359K – – –
MCM
906
Maple Capital Management
Vermont
$357K -$2.98K -10 -0.8%
CNFG
907
Creegan & Nassoura Financial Group
New Hampshire
$357K – – –
WA
908
Wealth Alliance
New York
$356K -$152K -511 -30%
FM
909
Foster & Motley
Ohio
$354K -$19.9K -67 -5%
BWCS
910
Beirne Wealth Consulting Services
Connecticut
$353K -$39K -131 -10%
VCP
911
Vista Capital Partners
Oregon
$352K – – –
CWM
912
Chesapeake Wealth Management
Virginia
$350K -$119K -400 -25%
RCP
913
Rothschild Capital Partners
New York
$344K +$344K +1,157 New
ML
914
McAdam LLC
Pennsylvania
$342K +$39K +131 +13%
BEAM
915
Baker Ellis Asset Management
Washington
$342K – – –
GAA
916
Guardian Asset Advisors
Pennsylvania
$338K +$8.34K +28 +3%
EWM
917
EPG Wealth Management
Georgia
$336K -$325K -1,129 Closed
AIM
918
Anchor Investment Management
South Carolina
$336K – – –
MWM
919
Modern Wealth Management
Kansas
$334K – – –
SI
920
Scharf Investments
California
$333K -$68.7K -231 -17%
ZIM
921
Zacks Investment Management
Illinois
$332K +$30.6K +103 +10%
GWM
922
Greenhouse Wealth Management
Connecticut
$331K -$4.76K -16 -1%
MWP
923
Meridian Wealth Partners
Pennsylvania
$331K – – –
LMKC
924
L.M. Kohn & Company
Ohio
$330K -$59.8K -201 -15%
GJWM
925
Gilliland Jeter Wealth Management
Arkansas
$328K +$1.19K +4 +0.4%
35 36
37
38 39