IWB icon

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 %
AIM
751
Aspen Investment Management
Michigan
$754K – – –
CSIC
752
Clifford Swan Investment Counsel
California
$753K – – –
PWPS
753
Pinnacle Wealth Planning Services
Ohio
$752K – – –
CIA
754
Capital Investment Advisors
Georgia
$745K -$154K -478 -17%
Vontobel Holding
755
Vontobel Holding
Switzerland
$741K +$741K +2,300 New
ACM
756
Alcosta Capital Management
California
$738K -$474K -1,472 -39%
S
757
SignatureFD
Georgia
$738K -$9.99K -31 -1%
CPG
758
Cornerstone Planning Group
New Jersey
$738K -$16.5K -50 -2%
BW
759
BIP Wealth
Georgia
$733K -$22.2K -69 -3%
CI
760
CPR Investments
Michigan
$732K +$732K +2,273 New
SG
761
StoneX Group
New York
$732K -$51.5K -160 -7%
CWP
762
Cyndeo Wealth Partners
Florida
$732K -$126K -390 -15%
LAS
763
LWM Advisory Services
Florida
$728K +$47K +146 +7%
VP
764
Verum Partners
North Carolina
$728K +$2.9K +9 +0.4%
FAT
765
First American Trust
California
$726K -$20.9K -65 -3%
NLP
766
Next Level Private
New York
$726K +$2.26K +7 +0.3%
ONSWM
767
Old North State Wealth Management
North Carolina
$725K +$2.26K +7 +0.3%
NME
768
Notis-McConarty Edward
$725K -$38.7K -120 -5%
SIC
769
Salem Investment Counselors
North Carolina
$722K – – –
HB
770
HTLF Bank
Colorado
$718K -$16.1K -50 -2%
SIM
771
Synergy Investment Management
Florida
$717K +$717K +2,226 New
IA
772
IFS Advisors
Kansas
$716K -$24.5K -76 -3%
BBA
773
BLB&B Advisors
Pennsylvania
$716K – – –
FBB
774
Fulton Breakefield Broenniman
Maryland
$714K -$4.83K -15 -0.7%
SSWM
775
Smith Salley Wealth Management
North Carolina
$713K – – –
29 30
31
32 33