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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
1
Millennium Management
New York
$809M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.14B
3
Bank of America
3
Bank of America
North Carolina
$1.32B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.51B
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$129M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$704M
2
IAIM
2
International Assets Investment Management
Florida
$617K
3
Goldman Sachs
3
Goldman Sachs
New York
$589M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.17B
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
901
Ullmann Wealth Partners Group
Florida
$490K – – –
PWP
902
Prasad Wealth Partners
Ohio
$490K +$490K +1,521 New
MCM
903
Maple Capital Management
Vermont
$489K +$102K +318 +27%
RWP
904
Revolve Wealth Partners
New Jersey
$486K +$175K +542 +56%
FNB
905
Farmers National Bank
Kentucky
$485K +$485K +1,504 New
WWM
906
Western Wealth Management
Colorado
$483K -$4.83K -15 -1%
SL
907
Sentry LLC
Tennessee
$482K +$322 +1 +0.1%
PCP
908
Proficio Capital Partners
Massachusetts
$480K – – –
PMFA
909
Plante Moran Financial Advisors
Michigan
$480K +$10.3K +32 +2%
PPWP
910
Premier Path Wealth Partners
New Jersey
$476K +$476K +1,476 New
EP
911
Edgestream Partners
New Jersey
$472K -$42.2K -131 -8%
CWP
912
Curated Wealth Partners
California
$467K – – –
CWM
913
Cornerstone Wealth Management
Missouri
$466K +$30.3K +94 +7%
RBWA
914
RFG - Bristol Wealth Advisors
Massachusetts
$464K +$464K +1,440 New
CA
915
Clune & Associates
Illinois
$462K +$462K +1,435 New
SAM
916
Summit Asset Management
Tennessee
$459K – – –
FWP
917
FAS Wealth Partners
Kansas
$458K -$4.19K -13 -0.9%
1SB
918
1ST Source Bank
Indiana
$457K -$116K -360 -20%
PCM
919
Pennsylvania Capital Management
Pennsylvania
$457K – – –
AWA
920
ARQ Wealth Advisors
Arizona
$455K – – –
GWM
921
Geneos Wealth Management
Colorado
$454K -$30.9K -96 -6%
WIA
922
World Investment Advisors
California
$454K +$114K +354 +34%
BWP
923
BSW Wealth Partners
Colorado
$453K – – –
NA
924
Nestegg Advisors
New York
$452K +$452K +1,367 New
GWSA
925
Global Wealth Strategies & Associates
Colorado
$451K – – –
35 36
37
38 39