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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 %
TPWM
1051
Twelve Points Wealth Management
Massachusetts
$246K – – –
MW
1052
MBL Wealth
North Carolina
$246K -$2.83K -9 -1%
WA
1053
WestEnd Advisors
North Carolina
$246K +$57.6K +183 +31%
RFA
1054
Rollins Financial Advisors
New York
$245K – – –
PWMG
1055
Prestige Wealth Management Group
New Jersey
$245K – – –
EWM
1056
EPG Wealth Management
Georgia
$245K +$245K +779 New
3F
1057
360 Financial
Minnesota
$244K – – –
RWA
1058
Redhawk Wealth Advisors
Minnesota
$243K -$2.52K -8 -1%
BRM
1059
Boston Research & Management
Massachusetts
$241K – – –
HFP
1060
Holistic Financial Partners
Indiana
$239K – – –
CWM
1061
Cherrydale Wealth Management
New Jersey
$238K +$629 +2 +0.3%
FW
1062
FullCircle Wealth
Texas
$238K +$16.2K +51 +7%
PCA
1063
Pallas Capital Advisors
Massachusetts
$237K – – –
WTB
1064
Washington Trust Bank
Washington
$237K – – –
FCM
1065
Fortis Capital Management
Washington
$237K -$11.9K -38 -5%
PIA
1066
Perennial Investment Advisors
California
$236K – – –
AUB
1067
Atlantic Union Bankshares
Virginia
$236K – – –
AFAS
1068
Acorn Financial Advisory Services
Virginia
$235K -$13.8K -44 -6%
Chevy Chase Trust
1069
Chevy Chase Trust
Maryland
$235K -$206K -654 -47%
FC
1070
Forte Capital
New York
$233K -$9.43K -30 -4%
HCM
1071
Howland Capital Management
Massachusetts
$233K – – –
AIM
1072
Athena Investment Management
California
$231K – – –
9WM
1073
9258 Wealth Management
Ohio
$231K -$1.89K -6 -0.8%
MLIC
1074
Mandatum Life Insurance Company
Finland
$230K – – –
Deutsche Bank
1075
Deutsche Bank
Germany
$228K +$109K +347 +92%
41 42
43
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