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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,344 hedge funds and large institutions have $32.4B invested in iShares Russell 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 390 increasing their positions, 420 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,344
Holders Change
+86
Holders Change %
+6.84%
% of All Funds
17.9%
Holding in Top 10
107
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.05%
% of All Funds
1.42%
New
151
Increased
390
Reduced
420
Closed
44
Calls
$25M
Puts
$84.8M
Net Calls
-$59.8M
Net Calls Change
-$126M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$809M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.14B
3
Bank of America
3
Bank of America
North Carolina
$1.32B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.51B
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$129M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$704M
2
IAIM
2
International Assets Investment Management
Florida
$617K
3
Goldman Sachs
3
Goldman Sachs
New York
$589M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.17B
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
376
Evoke Wealth
California
$3.78M – – –
HH
377
Hilltop Holdings
Texas
$3.76M +$83.1K +258 +2%
GQG Partners
378
GQG Partners
Florida
$3.75M +$3.52M +10,942 +1,554%
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$3.75M +$201K +624 +6%
FCH
380
Freestone Capital Holdings
Washington
$3.68M +$8.38K +26 +0.2%
MWC
381
MKD Wealth Coaches
Michigan
$3.66M +$3.66M +11,372 New
PFM
382
Phillips Financial Management
Indiana
$3.64M -$19.3K -60 -0.5%
MCM
383
Mainstay Capital Management
Michigan
$3.64M +$1.04M +3,229 +40%
UCFA
384
United Capital Financial Advisors
Texas
$3.6M -$24.8K -77 -0.7%
DADC
385
D.A. Davidson & Co
Montana
$3.58M -$322 -1 -0%
MCCA
386
Mill Creek Capital Advisors
Pennsylvania
$3.57M +$9.67K +30 +0.3%
JSAM
387
J. Safra Asset Management
New York
$3.56M +$3.56M +11,010 New
TFF
388
The Family Firm
Maryland
$3.5M -$20K -62 -0.6%
AI
389
Accredited Investors
Minnesota
$3.5M +$322 +1 +0%
PCM
390
Parsons Capital Management
Rhode Island
$3.47M +$229K +710 +7%
SHGA
391
Sand Hill Global Advisors
California
$3.46M -$19K -59 -0.5%
PL
392
Plancorp LLC
Missouri
$3.44M -$92.8K -288 -3%
DWM
393
Dakota Wealth Management
Florida
$3.41M – – –
MWS
394
Maxwell Wealth Strategies
California
$3.39M -$3.22K -10 -0.1%
PGFC
395
Peapack-Gladstone Financial Corp
New Jersey
$3.39M -$95.1K -295 -3%
ATPW
396
Ashton Thomas Private Wealth
Arizona
$3.33M +$2.49M +7,717 +295%
FMWA
397
Forvis Mazars Wealth Advisors
Missouri
$3.31M +$3.54K +11 +0.1%
EK
398
Evensky & Katz
Florida
$3.31M +$20.6K +64 +0.6%
OP
399
ORG Partners
Indiana
$3.3M +$23.5K +73 +0.7%
HTC
400
Haverford Trust Company
Pennsylvania
$3.3M – – –
14 15
16
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