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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$704M
2
IAIM
International Assets Investment Management
Florida
$617K
3
Goldman Sachs
Goldman Sachs
New York
$589M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.17B
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
451
James Investment Research
Ohio
$2.56M -$6.44K -20 -0.3%
SMC
452
Smith, Moore & Co
Missouri
$2.56M -$33.8K -105 -1%
CAAM
453
Cornerstone Advisors Asset Management
Pennsylvania
$2.55M +$112K +348 +5%
SWA
454
Stratos Wealth Advisors
Ohio
$2.53M -$62.5K -194 -2%
TFM
455
TFC Financial Management
Massachusetts
$2.5M -$51.5K -160 -2%
Prudential Financial
456
Prudential Financial
New Jersey
$2.5M -$6.7M -20,804 -73%
GAM
457
Gotham Asset Management
New York
$2.46M +$2.46M +7,625 New
GFP
458
Gryphon Financial Partners
Ohio
$2.45M +$2.18M +6,773 +816%
CSWM
459
Cassady Schiller Wealth Management
Ohio
$2.44M -$2.9K -9 -0.1%
AIM
460
Acropolis Investment Management
Missouri
$2.43M +$66.4K +206 +3%
Fiera Capital (Canada)
461
Fiera Capital (Canada)
Quebec, Canada
$2.43M -$132K -409 -5%
GAM
462
Gemmer Asset Management
California
$2.43M -$15.1K -47 -0.6%
MFS
463
McNamara Financial Services
Massachusetts
$2.39M -$156K -483 -6%
CA
464
Cornerstone Advisory
Maryland
$2.38M +$471K +1,403 +25%
BAMG
465
Brand Asset Management Group
Missouri
$2.38M – – –
CAG
466
Crestwood Advisors Group
Massachusetts
$2.37M +$705K +2,187 +42%
SFG
467
Sage Financial Group
Pennsylvania
$2.37M – – –
FFA
468
Farther Finance Advisors
California
$2.37M +$307K +953 +15%
ACI
469
Alpha Cubed Investments
California
$2.36M +$31.6K +98 +1%
CWM
470
Castle Wealth Management
Florida
$2.35M – – –
Capital International Investors
471
Capital International Investors
California
$2.33M +$1.81M +5,588 +343%
RSS
472
Rosenblum Silverman Sutton
California
$2.32M -$6.44K -20 -0.3%
EBA
473
Eagle Bay Advisors
New York
$2.32M -$103K -320 -4%
ARC
474
Advisor Resource Council
Texas
$2.31M +$2.31M +7,178 New
Wolverine Trading
475
Wolverine Trading
Illinois
$2.31M +$1.89M +5,858 +454%
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