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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 %
JIC
476
Joel Isaacson & Co
New York
$2.3M +$534K +1,656 +30%
CWP
477
CFM Wealth Partners
Texas
$2.3M -$426K -1,323 -16%
WAM
478
WealthTrust Asset Management
Florida
$2.29M +$725K +2,250 +46%
AI
479
Atria Investments
North Carolina
$2.28M +$1.48M +4,588 +185%
LC
480
Landaas & Company
Wisconsin
$2.27M +$101K +315 +5%
HW
481
Hancock Whitney
Mississippi
$2.25M +$1.02M +3,157 +82%
ZIC
482
ZWJ Investment Counsel
Georgia
$2.25M – – –
FF
483
Finley Financial
Nevada
$2.25M +$2.25M +6,885 New
CIS
484
Custom Index Systems
New York
$2.24M -$115K -358 -5%
SPIA
485
Steward Partners Investment Advisory
New York
$2.23M +$61.9K +192 +3%
AG
486
Ascent Group
Virginia
$2.23M -$823K -2,554 -27%
ATI
487
ARK & TLK Investments
Oklahoma
$2.23M +$1.29K +4 +0.1%
TFGT
488
TS Financial Group (TSFG)
Illinois
$2.23M -$14.8K -46 -0.7%
FWMP
489
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.22M +$2.22M +6,899 New
OFS
490
Orrstown Financial Services
Pennsylvania
$2.21M -$26.7K -83 -1%
EFG
491
Everhart Financial Group
Ohio
$2.2M +$2.2M +6,833 New
CWM
492
Calamos Wealth Management
Illinois
$2.19M -$528K -1,639 -19%
TC
493
TownSquare Capital
Utah
$2.18M +$665K +2,063 +44%
MWP
494
MYCIO Wealth Partners
Pennsylvania
$2.18M -$252K -782 -10%
HIP
495
HUB Investment Partners
Texas
$2.18M -$96.6K -300 -4%
DWT
496
Dorsey & Whitney Trust
South Dakota
$2.17M +$53.5K +166 +3%
FFM
497
Forum Financial Management
Illinois
$2.16M -$37.7K -117 -2%
WB
498
Webster Bank
Connecticut
$2.16M – – –
PA
499
Parallel Advisors
California
$2.16M +$3.22K +10 +0.1%
SIP
500
Sellwood Investment Partners
Oregon
$2.16M +$2.16M +6,690 New
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