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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,344 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, 420 reducing their positions, and 44 closing their positions.

Holders
1,344
Holders Change
+86
Holders Change %
+6.84%
% 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
1.43%
New
151
Increased
390
Reduced
420
Closed
44
Calls
$25M
Puts
$84.8M
Net Calls
-$59.8M
Net Calls Change
-$126M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$809M
2
Raymond James Financial
2
Raymond James Financial
Florida
$196M
3
CI
3
Constellation Investments
Ohio
$182M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.14B
5
Bank of America
5
Bank of America
North Carolina
$1.32B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$704M
2
IAIM
2
International Assets Investment Management
Florida
$617K
3
Goldman Sachs
3
Goldman Sachs
New York
$589M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.17B
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MLFP
51
MPS Loria Financial Planners
Illinois
$122M 377,918 -6,367 -2%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$122M 377,748 -3,982 -1%
AIA
53
Arbor Investment Advisors
North Carolina
$111M 345,708 -4,685 -1%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$109M 339,227 +31,790 +10%
WA
55
Waverly Advisors
Alabama
$108M 334,499 -1,866 -0.6%
MCWS
56
McKinley Carter Wealth Services
West Virginia
$99.9M 310,196 -9,908 -3%
Brown Advisory
57
Brown Advisory
Maryland
$93.6M 290,455 +151,445 +109%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$93.2M 289,397 +4,987 +2%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$89.3M 277,205 +15,227 +6%
ANTB
60
AMG National Trust Bank
Colorado
$80.8M 249,903 -6,555 -3%
WAG
61
Winthrop Advisory Group
Massachusetts
$80.7M 250,392 -1,336 -0.5%
Stifel Financial
62
Stifel Financial
Missouri
$79.7M 247,251 +47,136 +24%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$77M 238,935 -1,803 -0.7%
PA
64
Parkside Advisors
California
$73.9M 229,428 -1,525 -0.7%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$73.5M 228,141 +27,608 +14%
BP
66
Ballentine Partners
Massachusetts
$72.5M 225,096 -2,964 -1%
BFPW
67
BOK Financial Private Wealth
Colorado
$72.3M 224,477 -3,660 -2%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$69.8M 216,785 +9,993 +5%
JWA
69
JFS Wealth Advisors
Pennsylvania
$69.3M 215,164 -3,082 -1%
LSAG
70
Lake Street Advisors Group
New Hampshire
$68.8M 213,683 +1 +0%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$67.9M 210,064 -54,263 -21%
CB
72
Commerce Bank
Missouri
$65.7M 203,869 +75,187 +58%
ECG
73
EPIQ Capital Group
California
$65.4M 203,092 +5,815 +3%
WT
74
Washington Trust
Rhode Island
$64.1M 199,122 -3,253 -2%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$61M 189,407 -4,550 -2%
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3
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