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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 %
GT
151
Glenmede Trust
Pennsylvania
$19.6M 62,452 – –
BFM
152
Boston Financial Management
Massachusetts
$19.5M 62,110 +3,813 +7%
CWG
153
Cornerstone Wealth Group
North Carolina
$19.4M 61,835 -1,849 -3%
TPI
154
Trust Point Inc
Wisconsin
$19M 60,320 – –
APW
155
Austin Private Wealth
Texas
$18.9M 60,220 -600 -1%
MGIA
156
Moneta Group Investment Advisors
Missouri
$18.9M 59,957 -812 -1%
IWC
157
Integrated Wealth Concepts
Massachusetts
$18.2M 57,973 +2,918 +5%
RMDI
158
R.M. Davis Inc
Maine
$18.2M 57,773 -1,410 -2%
FSA
159
Financial Services Advisory
Maryland
$18.1M 57,437 +834 +1%
PWM
160
Perigon Wealth Management
California
$17.3M 55,047 -73 -0.1%
BPWM
161
Badgley Phelps Wealth Managers
Washington
$17.2M 54,640 -1,587 -3%
AA
162
Auxano Advisors
Washington
$17.1M 54,550 -625 -1%
JFGIW
163
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17M 54,110 -2,680 -5%
TFCP
164
Twin Focus Capital Partners
Massachusetts
$17M 53,924 +255 +0.5%
BCI
165
Brinker Capital Investments
Pennsylvania
$16.7M 53,033 +3,749 +8%
OPS
166
Orion Portfolio Solutions
Nebraska
$16.7M 53,033 +3,749 +8%
CRC
167
Curi RMB Capital
Illinois
$16.7M 52,988 -865 -2%
CI
168
Chartist Inc
California
$16.7M 52,962 -998 -2%
1WM
169
1900 Wealth Management
Texas
$16.5M 52,358 +2,550 +5%
HNB
170
Huntington National Bank
Ohio
– – – –
UB
171
UMB Bank
Missouri
$16.2M 51,616 -61 -0.1%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$16.1M 51,172 +2,166 +4%
TIM
173
Tortoise Investment Management
New York
$15.8M 50,356 -39 -0.1%
Legal & General Group
174
Legal & General Group
United Kingdom
$15.8M 50,525 -30,632 -38%
BWA
175
Bordeaux Wealth Advisors
California
$15.3M 48,639 -290 -0.6%
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