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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 %
BOPW
651
Brandywine Oak Private Wealth
Pennsylvania
$1.09M – – –
WSWA
652
Warren Street Wealth Advisors
California
$1.08M -$22.9K -71 -2%
GRP
653
Global Retirement Partners
California
$1.08M +$122K +378 +13%
AIM
654
Avity Investment Management
Connecticut
$1.07M -$344K -1,067 -24%
FFA
655
Fragasso Financial Advisors
Pennsylvania
$1.07M -$86.7K -269 -7%
HGWM
656
Horst & Graben Wealth Management
Oregon
$1.07M +$3.54K +11 +0.3%
SA
657
Strategic Advisors
New York
$1.07M -$336K -1,044 -24%
BG
658
Bollard Group
Massachusetts
$1.06M +$3.22K +10 +0.3%
AWM
659
AE Wealth Management
Kansas
$1.06M -$68.3K -212 -6%
LCWP
660
Legacy Capital Wealth Partners
Arkansas
$1.06M +$1.06M +3,293 New
GF
661
Gries Financial
Ohio
$1.06M – – –
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$1.06M +$1.61K +5 +0.2%
MPW
663
MA Private Wealth
California
$1.05M – – –
CAM
664
Cozad Asset Management
Illinois
$1.05M – – –
DFA
665
DHJJ Financial Advisors
Illinois
$1.04M +$322 +1 +0%
GWSG
666
GPS Wealth Strategies Group
Colorado
$1.03M +$4.19K +13 +0.4%
W
667
Wealthquest
Ohio
$1.03M – – –
DP
668
Denver PWM
Colorado
$1.03M +$3.22K +10 +0.3%
VA
669
Valmark Advisers
Ohio
$1.03M +$231K +717 +29%
BCM
670
Brookstone Capital Management
Illinois
$1.03M -$86K -267 -8%
KWM
671
Kingsview Wealth Management
Oregon
$1.03M -$3.17M -9,855 -76%
MAM
672
Madison Asset Management
Wisconsin
$1.03M +$758K +2,354 +282%
MIA
673
Madison Investment Advisors
Wisconsin
$1.03M +$1.03M +3,189 New
FA
674
Flagstar Advisors
New York
$1.03M +$136K +423 +15%
ST
675
Spinnaker Trust
Maine
$1.02M – – –
25 26
27
28 29