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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 %
EWA
976
Etesian Wealth Advisors
Oregon
$280K – – –
NB
977
NBT Bank
New York
$279K – – –
SAF
978
Smith Anglin Financial
Texas
$275K – – –
BMD
979
Better Money Decisions
New Mexico
$275K +$7.14K +24 +3%
WFA
980
Wade Financial Advisory
California
$274K – – –
SVWG
981
Shared Vision Wealth Group
United States
$273K +$25.9K +87 +10%
AWP
982
Accretive Wealth Partners
New Jersey
$273K – – –
ODFS
983
O'Donnell Financial Services
California
$272K – – –
JWS
984
Juncture Wealth Strategies
Arizona
$272K – – –
UAG
985
United Advisor Group
Ohio
$271K +$271K +912 New
TFS
986
Thoroughbred Financial Services
Tennessee
$270K +$270K +908 New
FTDI
987
First Trust Direct Indexing
Massachusetts
$268K -$246K -826 -48%
VFIC
988
Valley Forge Investment Consultants
Pennsylvania
$268K – – –
EFG
989
Embree Financial Group
Illinois
$268K – – –
RWM
990
Ritholtz Wealth Management
New York
$266K +$266K +895 New
KWMG
991
King Wealth Management Group
Florida
$265K – – –
KAM
992
KEB Asset Management
Illinois
$264K – – –
HIGP
993
Hill Investment Group Partners
Missouri
$264K – – –
AA
994
Alesco Advisors
New York
$263K -$14.9K -50 -5%
CW
995
CIC Wealth
Maryland
$263K – – –
KCM
996
Kendall Capital Management
Maryland
$262K – – –
G
997
GenTrust
Florida
$262K – – –
FIA
998
Foundations Investment Advisors
Arizona
$261K -$419K -1,409 -62%
NCFG
999
New Century Financial Group
New Jersey
$260K -$6.25K -21 -2%
QIM
1000
Quest Investment Management
Oregon
$260K – – –
38 39
40
41 42