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
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 %
EWA
1001
EverSource Wealth Advisors
Alabama
$341K +$172K +533 +102%
EE
1002
EWG Elevate
California
$339K – – –
IAG
1003
Investmark Advisory Group
Connecticut
$339K +$967 +3 +0.3%
MTIC
1004
Missouri Trust & Investment Company
Missouri
$338K – – –
HP
1005
Holistic Planning
Texas
$338K +$15.8K +49 +5%
BWCS
1006
Beirne Wealth Consulting Services
Connecticut
$338K +$645 +2 +0.2%
RW
1007
Rockport Wealth
Ohio
$338K – – –
KWS
1008
Keystone Wealth Services
California
$337K +$322 +1 +0.1%
WA
1009
WestEnd Advisors
North Carolina
$337K +$85K +264 +34%
NCFG
1010
New Century Financial Group
New Jersey
$336K +$977 +3 +0.3%
LKWM
1011
Lee-Kelleher Wealth Management
Maryland
$336K +$336K +1,043 New
MWP
1012
Madison Wealth Partners
Wisconsin
$336K +$322 +1 +0.1%
FFC
1013
Frederick Financial Consultants
Maryland
$335K +$335K +1,041 New
SI
1014
Saxon Interests
Texas
$333K – – –
EFG
1015
Ethos Financial Group
Pennsylvania
$329K +$329K +1,022 New
KIA
1016
KCM Investment Advisors
California
$329K +$14.8K +46 +5%
VPIM
1017
Vanguard Personalized Indexing Management
California
$328K +$5.8K +18 +2%
Deutsche Bank
1018
Deutsche Bank
Germany
$328K +$93.7K +291 +40%
AFP
1019
Ausdal Financial Partners
Iowa
$326K -$24.8K -77 -7%
CAI
1020
Capital Advisors Inc
Oklahoma
$325K +$30.9K +96 +11%
CA
1021
Claro Advisors
Massachusetts
$325K -$43.8K -136 -12%
GJIA
1022
Glass Jacobson Investment Advisors
Maryland
$325K +$5.48K +17 +2%
AG
1023
Advocate Group
Minnesota
$322K – – –
RWM
1024
Ritholtz Wealth Management
New York
$321K +$45.4K +141 +17%
CGA
1025
Crescent Grove Advisors
Illinois
$320K +$9.34K +29 +3%
39 40
41
42 43