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iShares Russell 1000 ETF
IWB

1,222 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 319 increasing their positions, 441 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 74

7% more capital invested

Capital invested by funds: $26.6B → $28.5B (+$1.96B)

1% more funds holding

Funds holding: 1,211 → 1,222 (+11)

0.63% less ownership

Funds ownership: 81.52% → 80.89% (-0.63%)

4% less funds holding in top 10

Funds holding in top 10: 95 → 91 (-4)

28% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 441

48% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $33.1M

Holders
1,222
Holders Change
+11
Holders Change %
+0.91%
% of All Funds
17.6%
Holding in Top 10
91
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.21%
% of All Funds
1.31%
New
103
Increased
319
Reduced
441
Closed
74
Calls
$17.1M
Puts
$33.1M
Net Calls
-$16M
Net Calls Change
-$9.4M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$151M
2
GH
Geisinger Health
Pennsylvania
+$125M
3
BlackRock
BlackRock
New York
+$110M
4
UBS Group
UBS Group
Switzerland
+$96.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$544M
2
Osaic Holdings
Osaic Holdings
Arizona
-$111M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$93.6M
4
TCM
Twele Capital Management
Minnesota
-$86.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$66.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1001
Principle Wealth Partners
Connecticut
$246K – – –
JC
1002
JB Capital
Connecticut
$246K +$2.74K +10 +1%
CAI
1003
Capital Advisors Inc
Oklahoma
$245K – – –
FA
1004
Financial Alternatives
California
$245K – – –
AWA
1005
Amplius Wealth Advisors
Pennsylvania
$245K -$11K -40 -4%
KCM
1006
Kanawha Capital Management
Virginia
$245K – – –
OCPWS
1007
One Charles Private Wealth Services
Massachusetts
$244K – – –
VVP
1008
Venture Visionary Partners
Ohio
$244K +$12.3K +45 +6%
BHWA
1009
Beacon Harbor Wealth Advisors
Virginia
$243K – – –
EFA
1010
Edge Financial Advisors
Illinois
$243K +$231K +842 New
FCFC
1011
First Commonwealth Financial Corp
Pennsylvania
$242K +$230K +840 New
CP
1012
Covenant Partners
Tennessee
$242K -$10.1K -37 -4%
ACM
1013
Allred Capital Management
Texas
$241K -$642K -2,341 -74%
SVWG
1014
Shared Vision Wealth Group
United States
$240K +$274 +1 +0.1%
GFP
1015
Gryphon Financial Partners
Ohio
$239K +$227K +830 New
PWMG
1016
Prestige Wealth Management Group
New Jersey
$238K -$38.1K -139 -14%
FDS
1017
Freedom Day Solutions
Texas
$238K – – –
BHWM
1018
Bar Harbor Wealth Management
New Hampshire
$237K – – –
BIA
1019
Benchmark Investment Advisors
Illinois
$237K – – –
AWM
1020
Abound Wealth Management
Tennessee
$236K – – –
BWA
1021
BlueChip Wealth Advisors
Georgia
$234K – – –
W
1022
WealthCollab
Washington
$234K – – –
KFC
1023
Klingenstein Fields & Co
New York
$233K – – –
APP
1024
Avantax Planning Partners
Iowa
$232K +$221K +807 New
HFA
1025
High Falls Advisors
New York
$232K +$221K +806 New
39 40
41
42 43

IWB Hedge Fund Activity: Q1 2024 in Review

1,222 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2024, worth a combined $28.5B — up 7.4% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new IWB positions and 74 closed out — a net gain of 29 holders — while 319 added to existing stakes and 441 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $151M. The largest seller was Morgan Stanley, cutting an estimated $544M.

  • 1,222 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2024, up from 1,211 in Q4 2023.
  • Funds reported $28.5B of iShares Russell 1000 ETF stock for Q1 2024, up 7.4% quarter-over-quarter.
  • 103 funds opened new iShares Russell 1000 ETF positions in Q1 2024 and 74 closed out, a net change of +29 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2024 was Goldman Sachs, an estimated $151M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2024 was Morgan Stanley, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2024.