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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 %
LP
626
LMR Partners
United Kingdom
$1.2M +$165K +512 +16%
KFI
627
Key Financial Inc
Pennsylvania
$1.19M -$44.1K -137 -4%
KCM
628
Kendall Capital Management
Maryland
$1.19M +$825K +2,560 +226%
PIA
629
Petredis Investment Advisors
Pennsylvania
$1.19M – – –
KWM
630
Keebeck Wealth Management
Illinois
$1.19M – – –
WP
631
Westmount Partners
California
$1.18M – – –
LT
632
Legacy Trust
Michigan
$1.18M -$122K -380 -9%
IW
633
Instrumental Wealth
Florida
$1.16M – – –
TWM
634
TSA Wealth Management
Texas
$1.16M +$10.3K +32 +0.9%
HNB
635
Hilltop National Bank
Wyoming
$1.15M – – –
WIC
636
Whitegate Investment Counselors
New Hampshire
$1.15M – – –
MWM
637
Maridea Wealth Management
New York
$1.15M +$1.15M +3,567 New
MOS
638
MGO One Seven
Ohio
$1.14M -$360K -1,117 -24%
LPT
639
Legacy Private Trust
Wisconsin
$1.14M – – –
FAM
640
Flaharty Asset Management
Florida
$1.14M – – –
OFP
641
OFC Financial Planning
New Jersey
$1.13M +$1.13M +3,508 New
GLA
642
Good Life Advisors
Pennsylvania
$1.12M -$1.16M -3,596 -51%
KC
643
Kades & Cheifetz
Pennsylvania
$1.12M +$3.54K +11 +0.3%
RC
644
Roundview Capital
New Jersey
$1.12M +$51.9K +161 +5%
VF
645
Vawter Financial
Ohio
$1.11M -$21.9K -68 -2%
ORG
646
Optimist Retirement Group
Washington
$1.11M – – –
BAM
647
Belpointe Asset Management
Nevada
$1.1M -$868K -2,808 -44%
TT
648
TI-Trust
Illinois
$1.1M – – –
CTA
649
Colonial Trust Advisors
South Carolina
$1.1M – – –
PFA
650
Pathway Financial Advisors
Vermont
$1.1M +$1.1M +3,400 New
24 25
26
27 28