IWB icon

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 %
FHA
701
Flagship Harbor Advisors
Massachusetts
$934K +$322 +1 +0%
TCM
702
Tandem Capital Management
New Jersey
$933K – – –
CAL
703
Capital Advisors Ltd
Ohio
$932K – – –
HTHT
704
Hemenway Trust Hemenway Trust
New Hampshire
$931K -$38.7K -120 -4%
FFA
705
Fi3 Financial Advisors
Indiana
$924K – – –
EW
706
Enzi Wealth
Texas
$923K -$9.36K -28 -1%
LBC
707
Lowe Brockenbrough & Co
Virginia
$920K – – –
FWI
708
Facet Wealth Inc
Maryland
$917K -$98.1K -296 -10%
WPA
709
West Paces Advisors
Georgia
$915K – – –
MPM
710
Meritage Portfolio Management
Kansas
$910K – – –
GIA
711
Gladstone Institutional Advisory
Florida
$906K -$7.41K -23 -0.8%
OFS
712
Oldfather Financial Services
Nebraska
$893K -$100K -311 -10%
SWM
713
Segment Wealth Management
Texas
$889K – – –
AIP
714
Almanack Investment Partners
Pennsylvania
$887K -$4.51K -14 -0.5%
KCP
715
Kera Capital Partners
California
$887K +$887K +2,752 New
AWC
716
Abundance Wealth Counselors
Pennsylvania
$881K -$6.44K -20 -0.7%
FNT
717
First National Trust
Pennsylvania
$872K -$419K -1,300 -32%
BTW
718
Boston Trust Walden
Massachusetts
$871K – – –
RA
719
RFG Advisory
Alabama
$867K -$28.7K -89 -3%
W
720
WorthPointe
California
$866K +$117K +363 +16%
HFO
721
Heritage Family Offices
Arizona
$862K +$862K +2,675 New
LP
722
LGL Partners
Pennsylvania
$860K +$2.58K +8 +0.3%
CTC
723
Central Trust Company
Missouri
$857K +$550K +1,708 +179%
SFP
724
Shepherd Financial Partners
Massachusetts
$848K -$7.73K -24 -0.9%
IWM
725
IHT Wealth Management
Illinois
$848K -$570K -1,769 -40%
27 28
29
30 31