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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 %
WTB
1126
Washington Trust Bank
Washington
$242K -$644 -2 -0.3%
AUB
1127
Atlantic Union Bankshares
Virginia
$242K – – –
AFAS
1128
Acorn Financial Advisory Services
Virginia
$241K – – –
FC
1129
Forte Capital
New York
$239K – – –
PWM
1130
Parkworth Wealth Management
California
$238K +$238K +739 New
DI
1131
Disciplined Investments
Oklahoma
$237K +$19.3K +60 +9%
PCA
1132
Pallas Capital Advisors
Massachusetts
$237K -$3.87K -12 -2%
5W
1133
5T Wealth
California
$237K +$237K +735 New
W
1134
WealthCollab
Washington
$235K -$26.4K -82 -10%
BPC
1135
Bearing Point Capital
Minnesota
$235K +$235K +730 New
3F
1136
360 Financial
Minnesota
$235K -$15.5K -48 -6%
BFO
1137
Boston Family Office
Massachusetts
$234K – – –
TC
1138
TFR Capital
Texas
$234K +$234K +725 New
FA
1139
Faithward Advisors
Pennsylvania
$233K – – –
CAM
1140
Clark Asset Management
New Hampshire
$233K +$15.5K +48 +7%
MIM
1141
MTM Investment Management
South Carolina
$233K +$201K +624 +624%
WE
1142
Wealth Effects
Massachusetts
$233K – – –
SAG
1143
SageView Advisory Group
California
$233K +$233K +723 New
MAA
1144
Matrix Asset Advisors
New York
$233K +$322 +1 +0.1%
KFA
1145
Kapstone Financial Advisors
Ohio
$232K – – –
BIA
1146
Bigelow Investment Advisors
Maine
$232K -$64.4K -200 -22%
IA
1147
Intellus Advisors
Florida
$232K +$232K +720 New
BPW
1148
Bingham Private Wealth
California
$232K +$232K +719 New
AIM
1149
Athena Investment Management
California
$231K -$5.16K -16 -2%
Fayez Sarofim & Co
1150
Fayez Sarofim & Co
Texas
$231K +$21.3K +66 +10%
44 45
46
47 48