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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 %
ACIM
726
Azimuth Capital Investment Management
Michigan
$844K +$100K +311 +13%
AP
727
Americana Partners
Texas
$839K +$251K +780 +43%
AWM
728
Apollon Wealth Management
South Carolina
$823K +$274K +852 +50%
TPW
729
Transatlantique Private Wealth
New York
$821K – – –
DDPIC
730
Deroy & Devereaux Private Investment Counsel
Michigan
$818K -$26.4K -82 -3%
NG
731
Northstar Group
New York
$815K +$24.2K +75 +3%
TCA
732
Transcend Capital Advisors
New Jersey
$814K +$3.54K +11 +0.4%
TWM
733
Tradition Wealth Management
Minnesota
$812K -$28.7K -89 -3%
CIC
734
Carnegie Investment Counsel
Ohio
$800K – – –
BHBT
735
Burke & Herbert Bank & Trust
Virginia
$800K – – –
FWP
736
Falcon Wealth Planning
California
$791K +$791K +2,455 New
AG
737
AmeriFlex Group
Nevada
$789K +$789K +2,375 New
FWP
738
Firethorn Wealth Partners
Georgia
$787K -$12.2K -38 -2%
SFC
739
Sprinkle Financial Consultants
Colorado
$787K +$966 +3 +0.1%
HL
740
HeadInvest LLC
Maine
$786K – – –
CWM
741
Cahaba Wealth Management
Georgia
$785K +$1.29K +4 +0.2%
VCP
742
Vista Capital Partners
Oregon
$780K -$8.05K -25 -1%
MWA
743
Midland Wealth Advisors
Illinois
$775K -$39.9K -124 -5%
HPC
744
HM Payson & Co
Maine
$774K – – –
CSP
745
Cary Street Partners
Virginia
$772K +$772K +2,396 New
SQA
746
Simon Quick Advisors
New Jersey
$770K +$2.9K +9 +0.4%
PF
747
Penney Financial
Texas
$767K – – –
PFWA
748
Paces Ferry Wealth Advisors
Georgia
$765K -$220K -682 -22%
MSFS
749
Main Street Financial Solutions
Pennsylvania
$761K +$761K +2,362 New
AIM
750
Aspen Investment Management
Michigan
$754K – – –
28 29
30
31 32