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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.

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
EA
4
Enclave Advisors
Texas
$56.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$184M

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 Market Value Shares Shares
Change 		Shares
Change %
NQWM
1101
Northwest Quadrant Wealth Management
Oregon
$216K 688 +3 +0.4%
CA
1102
Crumly & Associates
Illinois
$216K 686 +686 New
SPFA
1103
Summit Place Financial Advisors
New Jersey
$214K 682 -900 -57%
OPA
1104
Old Port Advisors
Maine
$214K 682 +4 +0.6%
FGC
1105
Financial Gravity Companies
Texas
$214K 681 +681 New
NEPPG
1106
New England Professional Planning Group
Rhode Island
$213K 678 – –
CAM
1107
Clark Asset Management
New Hampshire
$213K 676 – –
DI
1108
Disciplined Investments
Oklahoma
$213K 676 – –
NC
1109
NovaPoint Capital
Georgia
$212K 675 – –
PK
1110
Pflug Koory
Nebraska
$212K 674 +674 New
Calamos Advisors
1111
Calamos Advisors
Illinois
$210K 667 -121 -15%
CI
1112
CacheTech Inc
Utah
$209K 666 -26 -4%
AWM
1113
Adams Wealth Management
Utah
$209K 666 -26 -4%
AWM
1114
Affinity Wealth Management
Delaware
$209K 665 +665 New
BDFN
1115
Bond & Devick Financial Network
Minnesota
$208K 663 +663 New
WCM
1116
Windsor Capital Management
Arizona
$207K 660 +660 New
SVCP
1117
Silicon Valley Capital Partners
California
$207K 658 +2 +0.3%
EBT
1118
Enterprise Bank & Trust
Massachusetts
$207K 658 +658 New
QPWM
1119
Quadrant Private Wealth Management
Pennsylvania
$206K 655 +655 New
HF
1120
Halpern Financial
Virginia
$206K 660 +86 +15%
BHWM
1121
Beaird Harris Wealth Management
Texas
$205K 653 +1 +0.2%
Fayez Sarofim & Co
1122
Fayez Sarofim & Co
Texas
$205K 651 +651 New
UBV
1123
United Bank (Virginia)
Virginia
$204K 650 +650 New
MFA
1124
Millington Financial Advisors
Illinois
$204K 650 +650 New
SAMC
1125
Spectrum Asset Management (California)
California
$204K 649 +649 New
43 44
45
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