We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

1,356 hedge funds and large institutions have $32.4B invested in iShares Russell 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 393 increasing their positions, 422 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 45

15% more funds holding in top 10

Funds holding in top 10: 94 → 108 (+14)

8% more capital invested

Capital invested by funds: $29.9B → $32.4B (+$2.53B)

7% more funds holding

Funds holding: 1,266 → 1,356 (+90)

1.22% more ownership

Funds ownership: 79.56% → 80.78% (+1.2%)

7% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 422

71% less call options, than puts

Call options by funds: $25M | Put options by funds: $84.8M

Holders
1,356
Holders Change
+90
Holders Change %
+7.11%
% of All Funds
17.86%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.42%
New
155
Increased
393
Reduced
422
Closed
45
Calls
$25M
Puts
$84.8M
Net Calls
-$59.8M
Net Calls Change
-$126M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$810M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$149M
3
Bank of America
Bank of America
North Carolina
+$147M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$137M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
+$130M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$206M
2
IAIM
International Assets Investment Management
Florida
-$195M
3
Goldman Sachs
Goldman Sachs
New York
-$123M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.1M
5
TRCT
Tower Research Capital (TRC)
New York
-$30.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
451
Kovack Advisors
Florida
$2.56M +$19.4K +60 +0.8%
JIR
452
James Investment Research
Ohio
$2.56M -$6.48K -20 -0.3%
SMC
453
Smith, Moore & Co
Missouri
$2.56M -$34K -105 -1%
CAAM
454
Cornerstone Advisors Asset Management
Pennsylvania
$2.55M +$113K +348 +5%
SWA
455
Stratos Wealth Advisors
Ohio
$2.53M -$62.8K -194 -2%
TFM
456
TFC Financial Management
Massachusetts
$2.5M -$51.8K -160 -2%
Prudential Financial
457
Prudential Financial
New Jersey
$2.5M -$6.74M -20,804 -73%
GAM
458
Gotham Asset Management
New York
$2.46M +$2.47M +7,625 New
GFP
459
Gryphon Financial Partners
Ohio
$2.45M +$2.19M +6,773 +816%
CSWM
460
Cassady Schiller Wealth Management
Ohio
$2.44M -$2.92K -9 -0.1%
AIM
461
Acropolis Investment Management
Missouri
$2.43M +$66.7K +206 +3%
Fiera Capital (Canada)
462
Fiera Capital (Canada)
Quebec, Canada
$2.43M -$132K -409 -5%
GAM
463
Gemmer Asset Management
California
$2.43M -$15.2K -47 -0.6%
MFS
464
McNamara Financial Services
Massachusetts
$2.39M -$156K -483 -6%
CA
465
Cornerstone Advisory
Maryland
$2.38M +$454K +1,403 +25%
BAMG
466
Brand Asset Management Group
Missouri
$2.38M – – –
CAG
467
Crestwood Advisors Group
Massachusetts
$2.37M +$708K +2,187 +42%
SFG
468
Sage Financial Group
Pennsylvania
$2.37M – – –
FFA
469
Farther Finance Advisors
California
$2.37M +$309K +953 +15%
ACI
470
Alpha Cubed Investments
California
$2.36M +$31.7K +98 +1%
CWM
471
Castle Wealth Management
Florida
$2.35M – – –
Capital International Investors
472
Capital International Investors
California
$2.33M +$1.81M +5,588 +343%
RSS
473
Rosenblum Silverman Sutton
California
$2.32M -$6.48K -20 -0.3%
EBA
474
Eagle Bay Advisors
New York
$2.32M -$104K -320 -4%
ARC
475
Advisor Resource Council
Texas
$2.31M +$2.33M +7,178 New
17 18
19
20 21

IWB Hedge Fund Activity: Q4 2024 in Review

1,356 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2024, worth a combined $32.4B — up 8.5% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new IWB positions and 45 closed out — a net gain of 110 holders — while 393 added to existing stakes and 422 trimmed.

The largest buyer was Millennium Management, adding an estimated $810M. The largest seller was Morgan Stanley, cutting an estimated $206M.

  • 1,356 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2024, up from 1,266 in Q3 2024.
  • Funds reported $32.4B of iShares Russell 1000 ETF stock for Q4 2024, up 8.5% quarter-over-quarter.
  • 155 funds opened new iShares Russell 1000 ETF positions in Q4 2024 and 45 closed out, a net change of +110 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2024 was Millennium Management, an estimated $810M added.
  • The largest iShares Russell 1000 ETF seller in Q4 2024 was Morgan Stanley, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2024.