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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,346 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, 391 increasing their positions, 421 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+87
Holders Change %
+6.91%
% of All Funds
17.92%
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
391
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 %
HWA
601
Heritage Wealth Advisors
Virginia
$1.29M – – –
EI
602
Ellevest Inc
New York
$1.28M – – –
RC
603
Rovin Capital
Arizona
$1.28M -$103K -319 -7%
VAS
604
Vestmark Advisory Solutions
Massachusetts
$1.28M +$343K +1,065 +37%
OC
605
Oppenheimer & Co
New York
$1.27M +$20.3K +63 +2%
CAAS
606
Capital Asset Advisory Services
Michigan
$1.27M – – –
WCP
607
Wick Capital Partners
Pennsylvania
$1.27M -$223K -692 -15%
AWM
608
Axxcess Wealth Management
California
$1.27M +$8.7K +27 +0.7%
MAM
609
McCarthy Asset Management
California
$1.26M -$168K -523 -12%
PCIA
610
Prime Capital Investment Advisors
Kansas
$1.26M -$161K -500 -11%
GCM
611
Graver Capital Management
Ohio
$1.25M +$1.25M +3,878 New
BL
612
Balentine LLC
Georgia
$1.25M -$32.9K -102 -3%
NA
613
Note Advisors
New York
$1.24M +$1.24M +3,859 New
ES
614
Eagle Strategies
New York
$1.24M +$644 +2 +0.1%
BEI
615
Benjamin Edwards Inc
Missouri
$1.24M +$77K +239 +7%
AF
616
Advisornet Financial
Minnesota
$1.23M +$54.1K +168 +5%
TWM
617
Tanager Wealth Management
United Kingdom
$1.22M – – –
WA
618
Wealthstream Advisors
New York
$1.22M – – –
PFP
619
Pinnacle Financial Partners
Tennessee
$1.22M +$8.05K +25 +0.7%
SWP
620
Strategic Wealth Partners
Ohio
$1.22M – – –
SC
621
Soundwatch Capital
Connecticut
$1.21M – – –
SSC
622
Syverson Strege & Co
Iowa
$1.21M +$967 +3 +0.1%
CIA
623
Choate Investment Advisors
Massachusetts
$1.21M -$644 -2 -0.1%
GD
624
Grandfield & Dodd
New York
$1.2M – – –
DPI
625
Diversified Portfolios Inc
Michigan
$1.2M +$58.6K +182 +5%
23 24
25
26 27