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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 %
SW
976
SkyOak Wealth
Michigan
$371K -$39.6K -123 -10%
BCP
977
Berkeley Capital Partners
Georgia
$370K -$96.6K -300 -21%
BEAM
978
Baker Ellis Asset Management
Washington
$370K – – –
CWM
979
Chesapeake Wealth Management
Virginia
$368K – – –
GAA
980
Guardian Asset Advisors
Pennsylvania
$368K +$966 +3 +0.3%
ML
981
McAdam LLC
Pennsylvania
$367K +$5.8K +18 +2%
CAWM
982
Capital Advisors Wealth Management
Washington
$367K +$6.44K +20 +2%
AIM
983
Anchor Investment Management
South Carolina
$363K – – –
LA
984
LVW Advisors
New York
$363K +$363K +1,127 New
VVP
985
Venture Visionary Partners
Ohio
$361K +$88K +273 +32%
DA
986
Drake & Associates
Wisconsin
$359K – – –
NG
987
Norden Group
Utah
$358K – – –
MWP
988
Meridian Wealth Partners
Pennsylvania
$358K – – –
MAS
989
MPWM Advisory Solutions
Georgia
$357K +$357K +1,107 New
GJWM
990
Gilliland Jeter Wealth Management
Arkansas
$356K – – –
CTWM
991
Cherry Tree Wealth Management
Minnesota
$355K – – –
PPC
992
Park Place Capital
Alabama
$352K +$352K +1,093 New
PFGIA
993
Patriot Financial Group Insurance Agency
Massachusetts
$348K +$348K +1,081 New
MW
994
Marcum Wealth
Ohio
$347K +$7.09K +22 +2%
EWA
995
Encompass Wealth Advisors
Oregon
$346K – – –
FM
996
Foster & Motley
Ohio
$343K -$33.8K -105 -9%
FFG
997
Fortress Financial Group
Minnesota
$343K +$343K +1,064 New
TCM
998
Telos Capital Management
California
$342K +$322 +1 +0.1%
WAM
999
Wernau Asset Management
Massachusetts
$341K +$341K +1,060 New
SOAG
1000
Silver Oak Advisory Group
Oregon
$341K – – –
38 39
40
41 42