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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
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$313M
2
JHU
2
Johns Hopkins University
Maryland
$200M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.91B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$184M
5
TRCT
5
Tower Research Capital (TRC)
New York
$30.5M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$982K
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$237M
3
BlackRock
3
BlackRock
New York
$545M
4
Millennium Management
4
Millennium Management
New York
$3.53M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
951
Rockport Wealth
Ohio
$329K +$329K +1,048 New
IAG
952
Investmark Advisory Group
Connecticut
$329K +$944 +3 +0.3%
BWCS
953
Beirne Wealth Consulting Services
Connecticut
$329K -$43.7K -139 -12%
WS
954
Wedbush Securities
California
$329K -$13.2K -42 -4%
KWS
955
Keystone Wealth Services
California
$328K +$628 +2 +0.2%
MWP
956
Madison Wealth Partners
Wisconsin
$327K – – –
SI
957
Saxon Interests
Texas
$325K – – –
SI
958
Scharf Investments
California
$324K -$28.3K -90 -8%
NCFG
959
New Century Financial Group
New Jersey
$324K +$48.4K +154 +18%
NS
960
NBC Securities
Alabama
$316K – – –
BA
961
Bristlecone Advisors
Washington
$315K – – –
VPIM
962
Vanguard Personalized Indexing Management
California
$315K -$118K -375 -27%
AG
963
Advocate Group
Minnesota
$314K – – –
HP
964
Holistic Planning
Texas
$314K +$87.1K +277 +38%
MIFH
965
Migdal Insurance & Financial Holdings
Israel
$314K -$22.7K -72 -7%
AIA
966
Accelerate Investment Advisors
California
$313K +$313K +995 New
GJIA
967
Glass Jacobson Investment Advisors
Maryland
$312K +$4.09K +13 +1%
NRC
968
New Republic Capital
North Carolina
$309K – – –
CPCM
969
Cardinal Point Capital Management
Ontario, Canada
$308K – – –
CCM
970
Cambridge Capital Management
Illinois
$307K – – –
FWM
971
FFT Wealth Management
Pennsylvania
$307K +$629 +2 +0.2%
OCM
972
One Capital Management
California
$307K -$35.5K -113 -10%
SAM
973
S.A. Mason
Michigan
$307K – – –
KIA
974
KCM Investment Advisors
California
$307K – – –
HWM
975
Howard Wealth Management
Connecticut
$306K +$629 +2 +0.2%
37 38
39
40 41