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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.

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
1.43%
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
Raymond James Financial
2
Raymond James Financial
Florida
$196M
3
CI
3
Constellation Investments
Ohio
$182M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.14B
5
Bank of America
5
Bank of America
North Carolina
$1.32B

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 Market Value Shares Shares
Change 		Shares
Change %
BFS
201
Bradley Foster & Sargent
Connecticut
$12.2M 37,877 -120 -0.3%
BCWM
202
Bartlett & Co Wealth Management
Ohio
$12.2M 37,844 +60 +0.2%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$11.9M 37,050 +1,032 +3%
SWM
204
Spire Wealth Management
Virginia
$11.5M 35,693 +5,534 +18%
AWS
205
Atria Wealth Solutions
New York
$11.4M 35,497 +448 +1%
ACM
206
Advance Capital Management
Michigan
$11.4M 35,372 -208 -0.6%
FA
207
Fiducient Advisors
Illinois
$11.3M 34,922 -6,326 -15%
EPP
208
ETF Portfolio Partners
Kansas
$11.2M 34,818 -1,137 -3%
LNWTC
209
Laird Norton Wetherby Trust Company
Washington
$11.2M 34,816 -4,061 -10%
PAG
210
Private Advisor Group
New Jersey
$11.1M 34,560 -6,178 -15%
SWP
211
Stratos Wealth Partners
Ohio
$11.1M 34,330 -2,091 -6%
HIG
212
Heritage Investment Group
Florida
$11M 34,250 +814 +2%
Lazard Asset Management
213
Lazard Asset Management
New York
$11M 34,141 +26,047 +322%
CAM
214
Campion Asset Management
Virginia
$11M 34,131 -968 -3%
GLLW
215
Graves Light Lenhart Wealth
Virginia
$11M 34,103 – –
TPCW
216
TD Private Client Wealth
New York
$11M 34,095 +5,614 +20%
AAS
217
Avantax Advisory Services
Texas
$10.4M 32,347 +1,761 +6%
OFG
218
Oxford Financial Group
Indiana
$10.4M 32,277 -478 -1%
HC
219
Hamilton Capital
Ohio
$10.4M 32,263 – –
BFA
220
Brown Financial Advisory
Alabama
$10.3M 31,979 -1,795 -5%
NC
221
NewSquare Capital
Pennsylvania
$10.3M 31,926 -2,030 -6%
FC
222
Fiduciary Counselling
Minnesota
$10.1M 31,258 – –
CPSAC
223
Chas P. Smith & Associates (CPS)
Florida
$10M 31,141 – –
LCOV
224
London Company of Virginia
Virginia
$9.96M 30,922 +28,990 +1,501%
ACA
225
Aptus Capital Advisors
Alabama
$9.74M 30,227 +175 +0.6%
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