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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 %
AA
1026
Ancora Advisors
Ohio
$320K -$632K -1,961 -66%
BA
1027
Bristlecone Advisors
Washington
$316K -$6.45K -20 -2%
CCM
1028
Cambridge Capital Management
Illinois
$316K +$966 +3 +0.3%
CPCM
1029
Cardinal Point Capital Management
Ontario, Canada
$315K – – –
FWM
1030
FFT Wealth Management
Pennsylvania
$315K +$644 +2 +0.2%
HWM
1031
Howard Wealth Management
Connecticut
$315K +$966 +3 +0.3%
SAM
1032
S.A. Mason
Michigan
$314K – – –
RFG
1033
Range Financial Group
Oregon
$314K +$314K +974 New
Qube Research & Technologies (QRT)
1034
Qube Research & Technologies (QRT)
United Kingdom
$313K -$2.54M -7,879 -89%
TF
1035
Tenon Financial
New Jersey
$311K – – –
GC
1036
Gibson Capital
Pennsylvania
$309K – – –
FC
1037
Fulcrum Capital
Washington
$308K – – –
AFC
1038
AFT Forsyth & Company
Florida
$307K -$3.87K -12 -1%
TWM
1039
Topsail Wealth Management
North Carolina
$307K +$307K +952 New
DAM
1040
Delta Asset Management
Tennessee
$306K – – –
FNWM
1041
Financial Network Wealth Management
Utah
$306K – – –
BFC
1042
Bedel Financial Consulting
Indiana
$306K -$101K -302 -25%
NRC
1043
New Republic Capital
North Carolina
$306K -$10.6K -33 -3%
NB
1044
NBT Bank
New York
$301K -$644 -2 -0.2%
FTWA
1045
Fifth Third Wealth Advisors
Ohio
$299K -$4.83K -15 -2%
SAF
1046
Smith Anglin Financial
Texas
$299K +$966 +3 +0.3%
MIFH
1047
Migdal Insurance & Financial Holdings
Israel
$298K -$23.9K -74 -7%
APP
1048
Avantax Planning Partners
Iowa
$298K – – –
WFA
1049
Wade Financial Advisory
California
$296K – – –
AIA
1050
Accelerate Investment Advisors
California
$296K -$24.5K -76 -8%
40 41
42
43 44