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

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$982K
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$237M
3
BlackRock
BlackRock
New York
$545M
4
Millennium Management
Millennium Management
New York
$3.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1026
Exencial Wealth Advisors
Oklahoma
$261K +$629 +2 +0.2%
GFP
1027
Gryphon Financial Partners
Ohio
$261K -$56.6K -180 -18%
TCM
1028
Traynor Capital Management
Pennsylvania
$260K -$150K -476 -37%
HIGP
1029
Hill Investment Group Partners
Missouri
$259K – – –
GWM
1030
Greenhouse Wealth Management
Connecticut
$259K -$90.5K -288 -26%
CA
1031
Calton & Associates
Florida
$259K +$259K +823 New
BHWM
1032
Bar Harbor Wealth Management
New Hampshire
$258K – – –
AA
1033
Advisory Alpha
Michigan
$258K +$258K +819 New
AWM
1034
Abound Wealth Management
Tennessee
$257K – – –
LC
1035
Lindbrook Capital
California
$257K – – –
BWA
1036
BlueChip Wealth Advisors
Georgia
$255K – – –
W
1037
WealthCollab
Washington
$255K – – –
KFC
1038
Klingenstein Fields & Co
New York
$255K – – –
BHWA
1039
Beacon Harbor Wealth Advisors
Virginia
$254K – – –
NL
1040
NWAM LLC
Washington
$254K +$254K +806 New
HCM
1041
Hutchinson Capital Management
California
$253K – – –
ASC
1042
Atalanta Sosnoff Capital
New York
$253K +$253K +804 New
ISB
1043
Iowa State Bank
Iowa
$252K – – –
MWM
1044
Melfa Wealth Management
Massachusetts
$252K – – –
IP
1045
Isthmus Partners
Wisconsin
$250K – – –
BIG
1046
Builder Investment Group
Georgia
$249K – – –
SSW
1047
Stone Summit Wealth
Florida
$248K – – –
RCM
1048
RMR Capital Management
California
$248K +$248K +788 New
ISL
1049
Ingalls & Snyder LLC
New York
$247K +$29.2K +93 +13%
LAM
1050
Lewis Asset Management
California
$246K +$246K +784 New
40 41
42
43 44