IWB icon

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 %
LWAM
851
Legacy Wealth Asset Management
Minnesota
$547K +$547K +1,699 New
TWM
852
Tolleson Wealth Management
Texas
$544K – – –
MW
853
Members Wealth
Pennsylvania
$544K +$544K +1,636 New
CCG
854
Catalina Capital Group
California
$543K -$1.61K -5 -0.3%
GG
855
Greenwood Gearhart
Arkansas
$539K -$19.3K -60 -3%
AFA
856
Avant Financial Advisors
Texas
$539K +$539K +1,672 New
PPH
857
Pure Portfolios Holdings
Oregon
$538K – – –
PAM
858
Palisade Asset Management
Minnesota
$535K – – –
NBWM
859
North Berkeley Wealth Management
California
$534K +$534K +1,658 New
KLI
860
Kelman-Lazarov Inc
Tennessee
$533K – – –
SYBT
861
Stock Yards Bank & Trust
Kentucky
$532K -$151K -470 -22%
SEIA
862
Signature Estate & Investment Advisors
California
$532K +$60.2K +187 +13%
CC
863
Callan Capital
California
$532K -$823K -2,556 -61%
FPW
864
Flagship Private Wealth
Massachusetts
$531K -$967 -3 -0.2%
SFG
865
Stonebridge Financial Group
Pennsylvania
$531K +$531K +1,647 New
RWB
866
RMR Wealth Builders
New Jersey
$530K +$113K +350 +27%
LL
867
LPWM LLC
Minnesota
$528K -$3.22K -10 -0.6%
TI
868
Trexquant Investment
Connecticut
$527K +$527K +1,636 New
MMHP
869
Murphy Middleton Hinkle & Parker
Georgia
$527K – – –
SPWG
870
Sage Private Wealth Group
Illinois
$526K -$1.93K -6 -0.4%
FFA
871
Founders Financial Alliance
North Carolina
$526K – – –
SIA
872
Soltis Investment Advisors
Utah
$526K -$36.1K -112 -6%
PSIWM
873
Paradigm Strategies in Wealth Management
Minnesota
$525K – – –
GSEP
874
Golden State Equity Partners
California
$525K +$525K +1,629 New
BFA
875
Beaumont Financial Advisors
Massachusetts
$524K -$59.3K -184 -10%
33 34
35
36 37