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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 %
SF
526
Summit Financial
New Jersey
$1.83M -$11.6K -36 -0.6%
ADL
527
Asset Dedication LLC
California
$1.82M +$51.9K +161 +3%
CCA
528
Carrera Capital Advisors
Michigan
$1.81M +$5.8K +18 +0.3%
AI
529
Auour Investments
Massachusetts
$1.81M – – –
FBFS
530
First Business Financial Services
Wisconsin
$1.8M – – –
GL
531
Graypoint LLC
New York
$1.79M -$22.2K -69 -1%
VCM
532
Vision Capital Management
Oregon
$1.79M -$1.61K -5 -0.1%
ALWM
533
Andrews Lucia Wealth Management
California
$1.79M – – –
WW
534
Westshore Wealth
California
$1.79M -$3.54K -11 -0.2%
SB
535
Simmons Bank
Arkansas
$1.76M -$4.83K -15 -0.3%
MFA
536
Mayflower Financial Advisors
Massachusetts
$1.76M +$5.16K +16 +0.3%
EFS
537
Essex Financial Services
Connecticut
$1.75M +$7.41K +23 +0.4%
AFG
538
Allegheny Financial Group
Pennsylvania
$1.74M +$21.6K +67 +1%
JJBC
539
James J. Burns & Company
New York
$1.73M -$232K -719 -12%
SHFA
540
SC&H Financial Advisors
Maryland
$1.7M +$966 +3 +0.1%
PCA
541
Peddock Capital Advisors
Massachusetts
$1.69M -$322 -1 -0%
TWA
542
Talisman Wealth Advisors
New Jersey
$1.68M +$1.61K +5 +0.1%
HT
543
Headlands Technologies
Illinois
$1.68M +$1.67M +5,185 +34,567%
FWM
544
Fairhaven Wealth Management
Illinois
$1.67M – – –
CA
545
CoreCap Advisors
Michigan
$1.66M +$88.6K +275 +6%
FLPIM
546
F.L. Putnam Investment Management
Massachusetts
$1.66M +$456K +1,416 +38%
MBT
547
Montecito Bank & Trust
California
$1.65M -$527K -1,635 -24%
ATC
548
Argent Trust Co
Tennessee
$1.65M -$80.2K -249 -5%
SHJ
549
Sharkey, Howes & Javer
Colorado
$1.65M – – –
PGWM
550
Parisi Gray Wealth Management
New Jersey
$1.64M -$27.1K -84 -2%
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