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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.

New
Increased
Maintained
Reduced
Closed
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
1.42%
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
Millennium Management
New York
$809M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$3.14B
3
Bank of America
Bank of America
North Carolina
$1.32B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.51B
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$129M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$704M
2
IAIM
International Assets Investment Management
Florida
$617K
3
Goldman Sachs
Goldman Sachs
New York
$589M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.17B
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
801
Fulton Bank
Pennsylvania
$658K – – –
OWM
802
Orgel Wealth Management
Wisconsin
$658K – – –
Members Trust
803
Members Trust
Florida
$657K -$3.22K -10 -0.5%
AWA
804
Acorn Wealth Advisors
Michigan
$657K – – –
WJA
805
Willis Johnson & Associates
Texas
$656K +$12.2K +38 +2%
PWM
806
Prosperity Wealth Management
California
$653K -$16.4K -51 -2%
KV
807
Kickstand Ventures
New York
$650K -$16.1K -50 -2%
RIA
808
Regal Investment Advisors
Michigan
$649K +$1.93K +6 +0.3%
HWMG
809
Hurlow Wealth Management Group
Indiana
$647K – – –
CNBTD
810
Citizens National Bank Trust Department
Mississippi
$644K – – –
CCA
811
Childress Capital Advisors
Texas
$644K – – –
HWM
812
Hohimer Wealth Management
Washington
$643K – – –
KJHP
813
K.J. Harrison & Partners
Ontario, Canada
$641K – – –
PL
814
Parthenon LLC
Kentucky
$638K -$25.8K -80 -4%
OPCM
815
Osborne Partners Capital Management
California
$638K – – –
VCA
816
Verdence Capital Advisors
Maryland
$637K +$322 +1 +0.1%
COI
817
Connable Office Inc
Michigan
$636K +$636K +1,973 New
NWWA
818
New Wave Wealth Advisors
Arkansas
$629K +$16.4K +51 +3%
HG
819
Harbor Group
New Hampshire
$626K -$9.99K -31 -2%
FA
820
Fermata Advisors
California
$621K -$320K -992 -34%
IAIM
821
International Assets Investment Management
Florida
$617K -$194M -603,283 -100%
BOC
822
Blue Oak Capital
California
$614K +$614K +1,907 New
MBTD
823
Mechanics Bank - Trust Department
California
$612K – – –
GRA
824
Golden Road Advisors
Florida
$606K – – –
MFC
825
Morris Financial Concepts
South Carolina
$603K -$1.93K -6 -0.3%
31 32
33
34 35