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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
MW
1001
Marcum Wealth
Ohio
$347K +$7.13K +22 +2%
EWA
1002
Encompass Wealth Advisors
Oregon
$346K – – –
FM
1003
Foster & Motley
Ohio
$343K -$34K -105 -9%
FFG
1004
Fortress Financial Group
Minnesota
$343K +$345K +1,064 New
TCM
1005
Telos Capital Management
California
$342K +$324 +1 +0.1%
WAM
1006
Wernau Asset Management
Massachusetts
$341K +$343K +1,060 New
SOAG
1007
Silver Oak Advisory Group
Oregon
$341K – – –
EWA
1008
EverSource Wealth Advisors
Alabama
$341K +$173K +533 +102%
EE
1009
EWG Elevate
California
$339K – – –
IAG
1010
Investmark Advisory Group
Connecticut
$339K +$972 +3 +0.3%
MTIC
1011
Missouri Trust & Investment Company
Missouri
$338K – – –
HP
1012
Holistic Planning
Texas
$338K +$15.9K +49 +5%
BWCS
1013
Beirne Wealth Consulting Services
Connecticut
$338K +$648 +2 +0.2%
RW
1014
Rockport Wealth
Ohio
$338K – – –
KWS
1015
Keystone Wealth Services
California
$337K +$324 +1 +0.1%
WA
1016
WestEnd Advisors
North Carolina
$337K +$85.5K +264 +34%
NCFG
1017
New Century Financial Group
New Jersey
$336K +$972 +3 +0.3%
LKWM
1018
Lee-Kelleher Wealth Management
Maryland
$336K +$338K +1,043 New
MWP
1019
Madison Wealth Partners
Wisconsin
$336K +$324 +1 +0.1%
FFC
1020
Frederick Financial Consultants
Maryland
$335K +$337K +1,041 New
SI
1021
Saxon Interests
Texas
$333K – – –
EFG
1022
Ethos Financial Group
Pennsylvania
$329K +$331K +1,022 New
KIA
1023
KCM Investment Advisors
California
$329K +$14.9K +46 +5%
VPIM
1024
Vanguard Personalized Indexing Management
California
$328K +$5.83K +18 +2%
Deutsche Bank
1025
Deutsche Bank
Germany
$328K +$94.3K +291 +40%
39 40
41
42 43

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.