IWB icon

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 %
AF
401
Apexium Financial
Texas
$3.29M – – –
LSA
402
Lansing Street Advisors
Pennsylvania
$3.28M +$10.3K +32 +0.3%
RCAG
403
Rehmann Capital Advisory Group
Michigan
$3.26M +$40.3K +125 +1%
SI
404
Scharf Investments
California
$3.26M +$2.93M +9,083 +882%
PCMC
405
Private Capital Management (Colorado)
Colorado
$3.22M -$342K -1,063 -10%
Vanguard Group
406
Vanguard Group
Pennsylvania
$3.22M +$22.9K +71 +0.7%
CWM
407
Cranbrook Wealth Management
Michigan
$3.22M -$12.6K -39 -0.4%
FTS
408
Fifth Third Securities
Ohio
$3.2M +$765K +2,374 +31%
CCA
409
Checchi Capital Advisers
California
$3.2M +$45.4K +141 +1%
FWTB
410
First Western Trust Bank
Colorado
$3.2M -$220K -684 -6%
GCM
411
G2 Capital Management
Ohio
$3.2M -$716K -2,223 -18%
JWM
412
JFG Wealth Management
Colorado
$3.16M +$7.73K +24 +0.2%
PSA
413
Plum Street Advisors
Louisiana
$3.15M -$52.5K -163 -2%
HHRDM
414
H&H Retirement Design & Management
Nevada
$3.1M -$127K -384 -4%
DT
415
Diversified Trust
Tennessee
$3.08M – – –
TAM
416
Tocqueville Asset Management
New York
$3.08M +$38.7K +120 +1%
GIA
417
GHP Investment Advisors
Colorado
$3.07M +$966 +3 +0%
Chevy Chase Trust
418
Chevy Chase Trust
Maryland
$3.03M +$2.79M +8,662 +1,161%
EIP
419
Ellis Investment Partners
Pennsylvania
$3.02M +$12.9K +40 +0.4%
GWANC
420
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.99M -$12.9K -40 -0.4%
OAS
421
Optivise Advisory Services
Tennessee
$2.96M +$1.06M +3,294 +56%
WCF
422
West Coast Financial
California
$2.93M -$63.5K -197 -2%
SFS
423
Security Financial Services
Indiana
$2.89M +$5.48K +17 +0.2%
RWMH
424
Riverpoint Wealth Management Holdings
Illinois
$2.88M -$570K -1,769 -17%
OWA
425
One Wealth Advisors
California
$2.87M +$1.71M +5,322 +149%
15 16
17
18 19