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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
$494M
2
Millennium Management
Millennium Management
New York
$106M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.64B
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
$664M
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$33.8M
3
UBS Group
UBS Group
Switzerland
$270M
4
DLIC
Daido Life Insurance Company
Japan
$230M
5
GH
Geisinger Health
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
926
Cherry Tree Wealth Management
Minnesota
$328K – – –
NC
927
Napatree Capital
Rhode Island
$326K -$29.5K -99 -8%
AWM
928
Aspire Wealth Management
Massachusetts
$324K – – –
WS
929
Wedbush Securities
California
$324K -$17.3K -58 -5%
WCWM
930
Willow Creek Wealth Management
California
$324K -$30.3K -102 -9%
OCM
931
One Capital Management
California
$324K +$53.6K +180 +20%
BFC
932
Bedel Financial Consulting
Indiana
$323K – – –
DA
933
Drake & Associates
Wisconsin
$322K +$13.7K +46 +4%
MIFH
934
Migdal Insurance & Financial Holdings
Israel
$320K -$51.4K -172 -14%
EWA
935
Encompass Wealth Advisors
Oregon
$320K – – –
LC
936
LCNB Corp
Ohio
$317K – – –
MAWA
937
Moss Adams Wealth Advisors
Washington
$316K – – –
SOAG
938
Silver Oak Advisory Group
Oregon
$315K – – –
MW
939
Marcum Wealth
Ohio
$314K -$5.06K -17 -2%
CAWM
940
Capital Advisors Wealth Management
Washington
$313K -$294K -989 -48%
EE
941
EWG Elevate
California
$313K – – –
MTIC
942
Missouri Trust & Investment Company
Missouri
$312K -$93.4K -314 -23%
IAG
943
Investmark Advisory Group
Connecticut
$311K +$2.38K +8 +0.8%
KWS
944
Keystone Wealth Services
California
$310K +$297 +1 +0.1%
MWP
945
Madison Wealth Partners
Wisconsin
$310K – – –
SI
946
Saxon Interests
Texas
$307K -$42.3K -142 -12%
ECM
947
Evergreen Capital Management
Washington
$306K – – –
XT
948
XTX Topco
Cayman Islands
$303K +$303K +1,019 New
GFP
949
Gryphon Financial Partners
Ohio
$301K +$53.6K +180 +22%
RWB
950
RMR Wealth Builders
New Jersey
$299K +$299K +1,006 New
36 37
38
39 40