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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
WFA
951
Wellspring Financial Advisors
Ohio
$408K +$1.3K +4 +0.3%
ASW
952
Astoria Strategic Wealth
Texas
$407K -$185K -572 -31%
AAS
953
Ameritas Advisory Services
Nebraska
$407K +$184K +568 +82%
HCM
954
Highview Capital Management
Illinois
$407K -$128K -396 -24%
USB
955
Union Savings Bank
Connecticut
$407K – – –
BF
956
Baring Financial
Washington
$406K +$409K +1,262 New
JGCM
957
Joseph Group Capital Management
Ohio
$406K -$51.2K -158 -11%
ECM
958
Evergreen Capital Management
Washington
$404K +$60.9K +188 +18%
JC
959
JB Capital
Connecticut
$404K +$324 +1 +0.1%
GWM
960
Gibbs Wealth Management
Georgia
$402K +$8.75K +27 +2%
RWMG
961
Redwood Wealth Management Group
New Jersey
$400K -$3.89K -12 -1%
EWA
962
Etesian Wealth Advisors
Oregon
$400K – – –
CCFCSB
963
Cape Cod Five Cents Savings Bank
Massachusetts
$400K – – –
AB
964
Atlas Brown
Kentucky
$399K – – –
SW
965
Simplicity Wealth
New Jersey
$399K – – –
PWM
966
Penobscot Wealth Management
Maine
$399K -$25.3K -78 -6%
LWMM
967
Legacy Wealth Management (Mississippi)
Mississippi
$396K -$32.4K -100 -8%
BCA
968
Bay Colony Advisors
Massachusetts
$396K -$5.18K -16 -1%
LFA
969
LGT Financial Advisors
Texas
$395K – – –
First Manhattan
970
First Manhattan
New York
$394K – – –
AWP
971
Abacus Wealth Partners
California
$393K – – –
WCWM
972
Willow Creek Wealth Management
California
$393K – – –
CNFG
973
Creegan & Nassoura Financial Group
New Hampshire
$387K – – –
VFG
974
V2 Financial group
Illinois
$387K – – –
ZIM
975
Zacks Investment Management
Illinois
$386K +$8.42K +26 +2%
37 38
39
40 41

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.