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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 %
EPP
201
ETF Portfolio Partners
Kansas
$11.3M 35,955 -327 -0.9%
ACM
202
Advance Capital Management
Michigan
$11.2M 35,580 -849 -2%
FCA
203
FinTrust Capital Advisors
South Carolina
$11.1M 35,401 +3,111 +10%
KAH
204
Kathryn A. Hall
$11.1M 35,305 – –
CAM
205
Campion Asset Management
Virginia
$11M 35,099 -1,344 -4%
AWS
206
Atria Wealth Solutions
New York
$11M 35,049 -244 -0.7%
GLLW
207
Graves Light Lenhart Wealth
Virginia
$10.7M 34,103 -8,517 -20%
NC
208
NewSquare Capital
Pennsylvania
$10.7M 33,956 +645 +2%
BFA
209
Brown Financial Advisory
Alabama
$10.6M 33,774 -548 -2%
HIG
210
Heritage Investment Group
Florida
$10.5M 33,436 -186 -0.6%
OFG
211
Oxford Financial Group
Indiana
$10.3M 32,755 -3,503 -10%
HC
212
Hamilton Capital
Ohio
$10.1M 32,263 – –
AQR Capital Management
213
AQR Capital Management
Connecticut
$10M 31,799 +22,001 +225%
SWP
214
Summit Wealth Partners
Florida
$9.88M 31,423 -1,328 -4%
FC
215
Fiduciary Counselling
Minnesota
$9.83M 31,258 – –
CPSAC
216
Chas P. Smith & Associates (CPS)
Florida
$9.79M 31,141 – –
AA
217
Axiom Advisory
California
$9.78M 32,258 +546 +2%
SSB
218
Sandy Spring Bank
Maryland
$9.78M 31,094 +245 +0.8%
Luther King Capital Management (LKCM)
219
Luther King Capital Management (LKCM)
Texas
– – – –
AAS
220
Avantax Advisory Services
Texas
$9.62M 30,586 -3,781 -11%
HSA
221
HBK Sorce Advisory
Pennsylvania
$9.5M 30,204 +42 +0.1%
SWM
222
Spire Wealth Management
Virginia
$9.48M 30,159 -498 -2%
ACA
223
Aptus Capital Advisors
Alabama
$9.45M 30,052 -13 -0%
FCM
224
Firestone Capital Management
Florida
$9.38M 29,844 +44 +0.1%
ANBT
225
American National Bank & Trust
Texas
$9.36M 29,760 – –
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