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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 %
DA
1001
Detalus Advisors
Missouri
$280K +$36.8K +117 +15%
KAM
1002
KEB Asset Management
Illinois
$279K – – –
AA
1003
Alesco Advisors
New York
$278K – – –
CW
1004
CIC Wealth
Maryland
$278K – – –
ERIM
1005
Eagle Ridge Investment Management
Connecticut
$277K -$972K -3,093 -78%
WRPWM
1006
Werba Rubin Papier Wealth Management
California
$276K +$276K +879 New
QIM
1007
Quest Investment Management
Oregon
$275K – – –
MCM
1008
MidAtlantic Capital Management
Virginia
$273K +$78K +248 +40%
SRC
1009
Sage Rhino Capital
California
$273K – – –
BMD
1010
Better Money Decisions
New Mexico
$272K -$18.6K -59 -6%
Russell Investments Group
1011
Russell Investments Group
United Kingdom
$270K +$59.1K +188 +28%
WAOI
1012
Wealth Advisors of Iowa
Iowa
$269K +$269K +855 New
PWP
1013
Principle Wealth Partners
Connecticut
$268K – – –
RWM
1014
Ritholtz Wealth Management
New York
$268K -$12.9K -41 -5%
FA
1015
Financial Alternatives
California
$268K – – –
AWA
1016
Amplius Wealth Advisors
Pennsylvania
$267K – – –
KCM
1017
Kanawha Capital Management
Virginia
$267K – – –
VVP
1018
Venture Visionary Partners
Ohio
$267K – – –
OCPWS
1019
One Charles Private Wealth Services
Massachusetts
$267K – – –
BIA
1020
Benchmark Investment Advisors
Illinois
$265K +$6.29K +20 +2%
FCFC
1021
First Commonwealth Financial Corp
Pennsylvania
$264K – – –
CP
1022
Covenant Partners
Tennessee
$264K – – –
RIP
1023
RAM Investment Partners
Washington
$263K +$263K +836 New
MAM
1024
Madison Asset Management
Wisconsin
$263K +$263K +835 New
ACM
1025
Allred Capital Management
Texas
$263K – – –
39 40
41
42 43