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
CM
26
Churchill Management
California
$255M +$14.1M +43,432 +6%
LWMT
27
Legacy Wealth Management (Tennessee)
Tennessee
$251M -$1.26M -3,897 -0.5%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$250M -$3.54M -10,936 -1%
Cerity Partners
29
Cerity Partners
New York
$238M +$16.9M +52,224 +8%
CFA
30
Capstone Financial Advisors
Illinois
$219M -$4.79M -14,785 -2%
Creative Planning
31
Creative Planning
Kansas
$210M -$1.84M -5,665 -0.9%
JHU
32
Johns Hopkins University
Maryland
$205M – – –
Raymond James Financial
33
Raymond James Financial
Florida
$196M +$197M +609,068 New
TIAA Trust, National Association
34
TIAA Trust, National Association
North Carolina
$187M -$4.14M -12,778 -2%
Comerica Bank
35
Comerica Bank
Texas
$185M +$708K +2,186 +0.4%
US Bancorp
36
US Bancorp
Minnesota
$184M -$585K -1,806 -0.3%
CI
37
Constellation Investments
Ohio
$182M +$183M +565,441 New
DLIC
38
Daido Life Insurance Company
Japan
$173M – – –
RCIM
39
Red Cedar Investment Management
Michigan
$168M -$1.9M -5,869 -1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$166M -$22M -68,008 -12%
HHGA
41
Halbert Hargrove Global Advisors
California
$164M -$1.83M -5,650 -1%
Mariner
42
Mariner
Kansas
$163M +$770K +2,376 +0.5%
Empower Advisory Group
43
Empower Advisory Group
Colorado
$162M -$3.75M -11,582 -2%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$160M +$33M +101,904 +26%
HighTower Advisors
45
HighTower Advisors
Illinois
$157M +$845K +2,610 +0.5%
Ameriprise
46
Ameriprise
Minnesota
$156M +$3.33M +10,284 +2%
Truist Financial
47
Truist Financial
North Carolina
$146M +$15.5M +47,747 +12%
SMFG
48
Sumitomo Mitsui Financial Group
Japan
$129M +$130M +400,000 New
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$128M -$2.55M -7,873 -2%
Two Sigma Investments
50
Two Sigma Investments
New York
$122M +$78.3M +241,600 +176%
1
2
3 4 5

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.