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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 %
AMG
901
Asset Management Group
Connecticut
$398K -$54.1K -172 -12%
WFA
902
Wellspring Financial Advisors
Ohio
$397K +$943 +3 +0.2%
USB
903
Union Savings Bank
Connecticut
$397K -$25.5K -81 -6%
RWMG
904
Redwood Wealth Management Group
New Jersey
$395K -$25.5K -81 -6%
JC
905
JB Capital
Connecticut
$394K +$129K +409 +48%
BCA
906
Bay Colony Advisors
Massachusetts
$391K +$86.1K +274 +28%
EWA
907
Etesian Wealth Advisors
Oregon
$390K +$94.6K +301 +32%
SW
908
Simplicity Wealth
New Jersey
$390K -$7.16M -22,779 -95%
AB
909
Atlas Brown
Kentucky
$390K – – –
LFA
910
LGT Financial Advisors
Texas
$386K +$629 +2 +0.2%
First Manhattan
911
First Manhattan
New York
$385K – – –
AWP
912
Abacus Wealth Partners
California
$384K – – –
WCWM
913
Willow Creek Wealth Management
California
$383K +$41.2K +131 +12%
BFC
914
Bedel Financial Consulting
Indiana
$383K +$42.4K +135 +12%
TWM
915
Thrive Wealth Management
Pennsylvania
$379K -$132K -421 -26%
GHA
916
GW Henssler & Associates
Georgia
$377K +$377K +1,200 New
VFG
917
V2 Financial group
Illinois
$377K – – –
MCM
918
Maple Capital Management
Vermont
$377K – – –
CNFG
919
Creegan & Nassoura Financial Group
New Hampshire
$377K – – –
PWM
920
PBMares Wealth Management
Virginia
$375K -$32.4K -103 -8%
RMCM
921
Reynders McVeigh Capital Management
Massachusetts
$375K +$118K +375 +46%
ZIM
922
Zacks Investment Management
Illinois
$369K +$18.2K +58 +5%
FM
923
Foster & Motley
Ohio
$368K -$6.61K -21 -2%
RCP
924
Rothschild Capital Partners
New York
$365K +$1.26K +4 +0.3%
BEAM
925
Baker Ellis Asset Management
Washington
$362K – – –
35 36
37
38 39