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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,345 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, 421 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,345
Holders Change
+87
Holders Change %
+6.92%
% 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
421
Closed
44
Calls
$25M
Puts
$84.8M
Net Calls
-$59.8M
Net Calls Change
-$126M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$805M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$148M
3
Bank of America
Bank of America
North Carolina
+$147M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$136M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
+$129M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$205M
2
IAIM
International Assets Investment Management
Florida
-$194M
3
Goldman Sachs
Goldman Sachs
New York
-$123M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.9M
5
TRCT
Tower Research Capital (TRC)
New York
-$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGWM
551
Parisi Gray Wealth Management
New Jersey
$1.64M -$27.1K -84 -2%
MCM
552
Morton Capital Management
California
$1.62M -$9.67K -30 -0.6%
AssetMark Inc
553
AssetMark Inc
California
$1.62M +$293K +908 +22%
DAS
554
Dynamic Advisor Solutions
Arizona
$1.62M -$28.2M -87,409 -95%
AP
555
Adero Partners
California
$1.61M – – –
TI
556
Truepoint Inc
Ohio
$1.6M +$199K +617 +14%
SWA
557
Sightline Wealth Advisors
Connecticut
$1.6M +$2.26K +7 +0.1%
CWS
558
Cypress Wealth Services
California
$1.6M – – –
WB
559
WesBanco Bank
West Virginia
$1.59M +$7.73K +24 +0.5%
PG
560
Patten Group
Tennessee
$1.58M +$5.48K +17 +0.3%
CCG
561
Cypress Capital Group
Florida
$1.56M -$24.2K -75 -2%
WHCI
562
W.H. Cornerstone Investments
Massachusetts
$1.55M +$403K +1,251 +35%
JWCA
563
J.W. Cole Advisors
Florida
$1.55M +$48K +149 +3%
TIA
564
Tiemann Investment Advisors
California
$1.55M – – –
AWA
565
Arkadios Wealth Advisors
Georgia
$1.55M -$1.86M -5,759 -55%
ACM
566
Absolute Capital Management
Pennsylvania
$1.55M +$1.34M +4,162 +650%
AAS
567
Annex Advisory Services
Wisconsin
$1.55M +$1.14M +3,525 +277%
KCM
568
KM Capital Management
Texas
$1.53M – – –
SCA
569
Snowden Capital Advisors
New York
$1.53M +$1.53M +4,741 New
CAC
570
Certified Advisory Corp
Florida
$1.51M -$11.6K -36 -0.8%
NW
571
NewEdge Wealth
Pennsylvania
$1.5M -$18.4K -57 -1%
CWM
572
Congress Wealth Management
Massachusetts
$1.49M +$704K +2,185 +89%
LFWA
573
LBJ Family Wealth Advisors
Texas
$1.49M +$3.55K +11 +0.2%
FFC
574
First Financial Corp
Indiana
$1.48M – – –
EL
575
EQ LLC
Washington
$1.48M +$322 +1 +0%
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