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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 %
RW
676
Regimen Wealth
Georgia
$1.02M +$3.22K +10 +0.3%
SFG
677
SNS Financial Group
Minnesota
$1.02M – – –
MWA
678
Meridian Wealth Advisors
Texas
$1.02M +$2.58K +8 +0.3%
WPC
679
Waters Parkerson & Co
Louisiana
$1.01M – – –
WW
680
Waterfront Wealth
Kansas
$1.01M +$366K +1,136 +57%
SWM
681
Scissortail Wealth Management
Oklahoma
$1.01M +$1.01M +3,121 +312,100%
DC
682
Davenport & Co
Virginia
$1.01M -$33.5K -104 -3%
WA
683
Wealth Architects
California
$1.01M – – –
CC
684
Courier Capital
New York
$994K -$48K -149 -5%
PCG
685
Prosperity Consulting Group
Maryland
$991K -$4.51K -14 -0.5%
WGCA
686
Wolf Group Capital Advisors
Virginia
$985K – – –
WWM
687
Wagner Wealth Management
South Carolina
$981K – – –
CA
688
Cortland Associates
Missouri
$979K – – –
UFF
689
USA Financial Formulas
Michigan
$979K -$53.2K -165 -5%
RPGK
690
Retirement Planning Group (Kansas)
Kansas
$976K – – –
AAM
691
AMI Asset Management
California
$973K +$506K +1,571 +108%
CWM
692
Connecticut Wealth Management
Connecticut
$971K -$176K -547 -15%
CAM
693
Chandler Asset Management
California
$966K -$644K -2,000 -40%
CW
694
CreativeOne Wealth
Kansas
$963K +$77.3K +240 +9%
NB
695
Nicolet Bankshares
Wisconsin
$955K -$24.2K -75 -2%
SAI
696
Savvy Advisors Inc
New York
$954K – – –
HNWA
697
Henrickson Nauta Wealth Advisors
Michigan
$953K – – –
HWA
698
Heartwood Wealth Advisors
Virginia
$952K – – –
VWM
699
Venturi Wealth Management
Texas
$949K – – –
GT
700
Greenleaf Trust
Michigan
$947K – – –
26 27
28
29 30