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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 %
SF
826
Synovus Financial
Georgia
$602K +$30.6K +95 +5%
LC
827
LCNB Corp
Ohio
$601K -$64.4K -200 -10%
NHC
828
Nicholas Hoffman & Company
Georgia
$600K +$5.8K +18 +1%
ZF
829
Zhang Financial
Michigan
$598K – – –
FAM
830
Forte Asset Management
New York
$598K – – –
PA
831
Pinnacle Associates
New York
$595K +$73.1K +227 +14%
GWM
832
Global Wealth Management
New Jersey
$592K +$1.61K +5 +0.3%
CCIA
833
Cherry Creek Investment Advisors
Colorado
$590K +$1.29K +4 +0.2%
DIM
834
Delta Investment Management
California
$589K – – –
SCP
835
Silverleafe Capital Partners
Tennessee
$587K +$644 +2 +0.1%
WAM
836
WNY Asset Management
New York
$586K +$2.58K +8 +0.4%
PFP
837
Paragon Financial Partners
California
$585K -$30.6K -95 -5%
MWA
838
Moser Wealth Advisors
Washington
$581K +$14.8K +46 +3%
PPW
839
PACK Private Wealth
Minnesota
$571K – – –
WP
840
WealthShield Partners
North Carolina
$569K +$515K +1,600 +958%
HFS
841
Heritage Financial Services
Massachusetts
$569K – – –
SSA
842
Schonfeld Strategic Advisors
New York
$565K +$565K +1,754 New
AWM
843
AAF Wealth Management
Massachusetts
$565K +$1.29K +4 +0.2%
KL
844
KilterHowling LLC
Colorado
$563K +$1.99K +6 +0.4%
AFA
845
Antonelli Financial Advisors
Michigan
$562K +$562K +1,743 New
PI
846
PFG Investments
New York
$556K +$13.9K +43 +3%
VCM
847
Virtue Capital Management
Tennessee
$553K +$553K +1,715 New
JAG
848
Journey Advisory Group
Kentucky
$552K – – –
MGWM
849
Marks Group Wealth Management
Minnesota
$550K -$46.7K -145 -8%
SIA
850
Schechter Investment Advisors
Michigan
$548K – – –
32 33
34
35 36