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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 %
JGCM
951
Joseph Group Capital Management
Ohio
$406K -$50.9K -158 -11%
ECM
952
Evergreen Capital Management
Washington
$404K +$60.6K +188 +18%
JC
953
JB Capital
Connecticut
$404K +$322 +1 +0.1%
RWMG
954
Redwood Wealth Management Group
New Jersey
$400K -$3.86K -12 -1%
EWA
955
Etesian Wealth Advisors
Oregon
$400K – – –
CCFCSB
956
Cape Cod Five Cents Savings Bank
Massachusetts
$400K – – –
AB
957
Atlas Brown
Kentucky
$399K – – –
SW
958
Simplicity Wealth
New Jersey
$399K – – –
PWM
959
Penobscot Wealth Management
Maine
$399K -$25.1K -78 -6%
LWMM
960
Legacy Wealth Management (Mississippi)
Mississippi
$396K -$32.2K -100 -8%
BCA
961
Bay Colony Advisors
Massachusetts
$396K -$5.16K -16 -1%
LFA
962
LGT Financial Advisors
Texas
$395K – – –
First Manhattan
963
First Manhattan
New York
$394K – – –
AWP
964
Abacus Wealth Partners
California
$393K – – –
WCWM
965
Willow Creek Wealth Management
California
$393K – – –
CNFG
966
Creegan & Nassoura Financial Group
New Hampshire
$387K – – –
VFG
967
V2 Financial group
Illinois
$387K – – –
ZIM
968
Zacks Investment Management
Illinois
$386K +$8.37K +26 +2%
RMCM
969
Reynders McVeigh Capital Management
Massachusetts
$385K – – –
PWM
970
PBMares Wealth Management
Virginia
$385K – – –
GCM
971
Generation Capital Management
New York
$383K +$383K +1,190 New
WS
972
Wedbush Securities
California
$380K +$42.5K +132 +13%
GHA
973
GW Henssler & Associates
Georgia
$377K – – –
GC
974
Grimes & Company
Massachusetts
$377K -$105K -327 -22%
RCP
975
Rothschild Capital Partners
New York
$375K +$1.29K +4 +0.3%
37 38
39
40 41