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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
FA
826
Fermata Advisors
California
$621K -$321K -992 -34%
IAIM
827
International Assets Investment Management
Florida
$617K -$195M -603,283 -100%
BOC
828
Blue Oak Capital
California
$614K +$618K +1,907 New
MBTD
829
Mechanics Bank - Trust Department
California
$612K – – –
GRA
830
Golden Road Advisors
Florida
$606K – – –
MFC
831
Morris Financial Concepts
South Carolina
$603K -$1.94K -6 -0.3%
SF
832
Synovus Financial
Georgia
$602K +$30.8K +95 +5%
LC
833
LCNB Corp
Ohio
$601K -$64.8K -200 -10%
NHC
834
Nicholas Hoffman & Company
Georgia
$600K +$5.83K +18 +1%
ZF
835
Zhang Financial
Michigan
$598K – – –
FAM
836
Forte Asset Management
New York
$598K – – –
PA
837
Pinnacle Associates
New York
$595K +$73.5K +227 +14%
GWM
838
Global Wealth Management
New Jersey
$592K +$1.62K +5 +0.3%
CCIA
839
Cherry Creek Investment Advisors
Colorado
$590K +$1.3K +4 +0.2%
DIM
840
Delta Investment Management
California
$589K – – –
SCP
841
Silverleafe Capital Partners
Tennessee
$587K +$648 +2 +0.1%
WAM
842
WNY Asset Management
New York
$586K +$2.59K +8 +0.4%
PFP
843
Paragon Financial Partners
California
$585K -$30.8K -95 -5%
MWA
844
Moser Wealth Advisors
Washington
$581K +$14.9K +46 +3%
PPW
845
PACK Private Wealth
Minnesota
$571K – – –
WP
846
WealthShield Partners
North Carolina
$569K +$518K +1,600 +958%
HFS
847
Heritage Financial Services
Massachusetts
$569K – – –
SSA
848
Schonfeld Strategic Advisors
New York
$565K +$568K +1,754 New
AWM
849
AAF Wealth Management
Massachusetts
$565K +$1.3K +4 +0.2%
KL
850
KilterHowling LLC
Colorado
$563K +$1.94K +6 +0.4%
32 33
34
35 36

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.