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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 %
SCM
501
SOL Capital Management
Maryland
$2.12M +$661K +2,050 +45%
CFA
502
Cahill Financial Advisors
Minnesota
$2.12M – – –
MA
503
Mutual Advisors
Nebraska
$2.09M +$148K +454 +8%
GG
504
GenWealth Group
New Jersey
$2.06M -$68.3K -212 -3%
LDB
505
Lee, Danner & Bass
Tennessee
$2.04M -$274K -850 -12%
VPP
506
Vertex Planning Partners
Illinois
$2.04M – – –
IRC
507
Investors Research Corp
Georgia
$2.03M -$40.3K -125 -2%
NAM
508
NorthCrest Asset Manangement
Minnesota
$1.99M +$105K +327 +6%
BBW
509
Blue Barn Wealth
Utah
$1.98M -$74.1K -230 -4%
CFG
510
Clayton Financial Group
Missouri
$1.98M -$183K -567 -8%
EWM
511
Empirical Wealth Management
Washington
$1.97M +$131K +407 +7%
ABC
512
Associated Banc-Corp
Wisconsin
$1.97M -$28.7K -89 -1%
RPC
513
Rossmore Private Capital
Connecticut
$1.96M -$16.1K -50 -0.8%
MFIM
514
Mesirow Financial Investment Management
Illinois
$1.95M +$706K +2,191 +57%
RWA
515
River Wealth Advisors
Pennsylvania
$1.94M +$12.6K +39 +0.7%
G
516
GenTrust
Florida
$1.91M – – –
ACM
517
Ardent Capital Management
Ohio
$1.91M – – –
TAM
518
Townsend Asset Management
North Carolina
$1.9M -$36.1K -112 -2%
KPWS
519
Kestra Private Wealth Services
Texas
$1.87M +$734K +2,279 +64%
CT
520
Coastline Trust
Rhode Island
$1.87M +$4.83K +15 +0.3%
PRRFG
521
Paul R. Ried Financial Group
Washington
$1.86M +$1.86M +5,784 New
ST
522
Smithfield Trust
Pennsylvania
$1.86M – – –
CCT
523
Capital City Trust
Florida
$1.86M -$139K -431 -7%
MFGP
524
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.86M -$11.9K -37 -0.6%
AL
525
ADE LLC
Maryland
$1.84M -$4.83K -15 -0.3%
19 20
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