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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 %
FIA
976
Foundations Investment Advisors
Arizona
$306K +$29.5K +94 +11%
RWP
977
Revolve Wealth Partners
New Jersey
$304K – – –
AFC
978
AFT Forsyth & Company
Florida
$304K +$944 +3 +0.3%
TF
979
Tenon Financial
New Jersey
$304K – – –
CGA
980
Crescent Grove Advisors
Illinois
$303K – – –
GC
981
Gibson Capital
Pennsylvania
$301K – – –
FC
982
Fulcrum Capital
Washington
$301K -$269K -857 -47%
CTC
983
Central Trust Company
Missouri
$299K +$50K +159 +20%
DAM
984
Delta Asset Management
Tennessee
$299K – – –
FNWM
985
Financial Network Wealth Management
Utah
$298K – – –
FTWA
986
Fifth Third Wealth Advisors
Ohio
$296K +$65.7K +209 +29%
NB
987
NBT Bank
New York
$295K – – –
KWMG
988
King Wealth Management Group
Florida
$293K +$124K +651 +73%
SAF
989
Smith Anglin Financial
Texas
$290K – – –
APP
990
Avantax Planning Partners
Iowa
$290K +$36.8K +117 +14%
BIA
991
Bigelow Investment Advisors
Maine
$289K -$7.86K -25 -3%
WFA
992
Wade Financial Advisory
California
$289K – – –
SVWG
993
Shared Vision Wealth Group
United States
$289K -$314 -1 -0.1%
AWP
994
Accretive Wealth Partners
New Jersey
$288K – – –
ODFS
995
O'Donnell Financial Services
California
$287K – – –
CAI
996
Capital Advisors Inc
Oklahoma
$287K +$19.5K +62 +7%
JWS
997
Juncture Wealth Strategies
Arizona
$287K – – –
FTDI
998
First Trust Direct Indexing
Massachusetts
$286K +$2.83K +9 +1%
VFIC
999
Valley Forge Investment Consultants
Pennsylvania
$284K +$943 +3 +0.3%
EFG
1000
Embree Financial Group
Illinois
$283K – – –
38 39
40
41 42