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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 %
BWL
876
Bogart Wealth LLC
Virginia
$524K – – –
AMBIA
877
Allen Mooney & Barnes Investment Advisors
Georgia
$523K +$1.61K +5 +0.3%
BDF
878
Black Diamond Financial
Maryland
$521K – – –
WP
879
WealthPLAN Partners
Nebraska
$521K -$11.3K -35 -2%
USCWA
880
U.S. Capital Wealth Advisors
Texas
$520K -$9.99K -31 -2%
MAS
881
Meeder Advisory Services
Ohio
$518K -$55.4K -172 -10%
FMTC
882
Farmers & Merchants Trust Company
California
$516K – – –
SWRP
883
Summit Wealth & Retirement Planning
California
$515K – – –
LFG
884
Larson Financial Group
Missouri
$511K +$48.6K +151 +11%
APG
885
Abacus Planning Group
South Carolina
$508K – – –
AAM
886
Aureus Asset Management
Massachusetts
$508K – – –
OBWP
887
O'Brien Wealth Partners
Massachusetts
$507K – – –
AWA
888
Arbor Wealth Advisors
Michigan
$506K -$36.1K -112 -7%
PPP
889
Private Portfolio Partners
New Jersey
$505K +$58.3K +181 +13%
RW
890
Ridgeline Wealth
Arizona
$503K +$503K +1,561 New
BTI
891
Blue Trust Inc
Georgia
$502K -$30.6K -95 -6%
RA
892
Ruggaard & Associates
Ohio
$501K – – –
CNBT
893
Canandaigua National Bank & Trust
New York
$501K – – –
GKWIM
894
Gerber Kawasaki Wealth & Investment Management
California
$499K -$322 -1 -0.1%
IWM
895
Iams Wealth Management
Nebraska
$498K +$498K +1,547 New
NCM
896
Northside Capital Management
Oregon
$498K -$145K -449 -23%
HCP
897
Holt Capital Partners
Texas
$495K – – –
CCB
898
Country Club Bank
Missouri
$493K – – –
MAS
899
Madden Advisory Services
Florida
$491K – – –
SS
900
Sunbelt Securities
Texas
$490K – – –
34 35
36
37 38