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 %
MCM
426
Manchester Capital Management
Vermont
$2.85M – – –
KFP
427
KMG Fiduciary Partners
Ohio
$2.8M -$1.93K -6 -0.1%
NFG
428
Nadler Financial Group
Illinois
$2.79M -$865K -2,685 -24%
BMC
429
Bear Mountain Capital
Washington
$2.79M – – –
ST
430
Sabal Trust
Florida
$2.77M – – –
APCM
431
Alaska Permanent Capital Management
Alaska
$2.77M – – –
RL
432
Retireful LLC
Michigan
$2.77M +$2.77M +8,594 New
IA
433
IFP Advisors
Florida
$2.77M +$90.5K +281 +3%
VT
434
Vise Technologies
New York
$2.75M +$19K +59 +0.7%
BBHC
435
Brown Brothers Harriman & Co
New York
$2.75M +$22.6K +70 +0.8%
BFG
436
Beacon Financial Group
Texas
$2.72M -$190K -591 -7%
GCA
437
Genesee Capital Advisors
New York
$2.71M -$74.4K -231 -3%
C
438
Certuity
Florida
$2.69M +$322 +1 +0%
WF
439
Welch & Forbes
Massachusetts
$2.69M – – –
BFM
440
Broadview Financial Management
Wisconsin
$2.68M -$18.4K -57 -0.7%
MSS
441
Mitchell Sinkler & Starr
Pennsylvania
$2.67M +$17.7K +55 +0.7%
FFG
442
Fiduciary Financial Group
California
$2.67M – – –
BMCM
443
Bryn Mawr Capital Management
Pennsylvania
$2.67M – – –
JWBC
444
John W. Brooker & Co
California
$2.66M -$6.44K -20 -0.2%
CI
445
CX Institutional
Indiana
$2.65M +$1.26M +3,915 +91%
HWA
446
Hillcrest Wealth Advisors
New Jersey
$2.64M -$113K -350 -4%
RTL
447
Red Tortoise LLC
Georgia
$2.6M -$184K -572 -7%
FWCM
448
Ferguson Wellman Capital Management
Oregon
$2.59M – – –
WPC
449
Wedmont Private Capital
Pennsylvania
$2.59M +$60.4K +189 +2%
KA
450
Kovack Advisors
Florida
$2.56M +$19.3K +60 +0.8%
16 17
18
19 20