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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
AA
1076
Advisory Alpha
Michigan
$278K +$14.3K +44 +5%
TCM
1077
Traynor Capital Management
Pennsylvania
$278K +$11K +34 +4%
Amundi
1078
Amundi
France
$277K +$231K +713 +488%
WMA
1079
West Michigan Advisors
Michigan
$276K +$277K +856 New
PWP
1080
Principle Wealth Partners
Connecticut
$275K – – –
FA
1081
Financial Alternatives
California
$274K – – –
AWA
1082
Amplius Wealth Advisors
Pennsylvania
$274K – – –
KCM
1083
Kanawha Capital Management
Virginia
$274K – – –
EFA
1084
Edge Financial Advisors
Illinois
$271K +$273K +842 New
BIA
1085
Benchmark Investment Advisors
Illinois
$271K – – –
DA
1086
Detalus Advisors
Missouri
$271K -$16.2K -50 -6%
FCFC
1087
First Commonwealth Financial Corp
Pennsylvania
$271K – – –
CP
1088
Covenant Partners
Tennessee
$270K – – –
RIP
1089
RAM Investment Partners
Washington
$269K – – –
ACM
1090
Allred Capital Management
Texas
$269K – – –
EWA
1091
Exencial Wealth Advisors
Oklahoma
$269K +$972 +3 +0.4%
WAOI
1092
Wealth Advisors of Iowa
Iowa
$268K -$7.45K -23 -3%
GWM
1093
Greenhouse Wealth Management
Connecticut
$266K +$324 +1 +0.1%
NAM
1094
NTV Asset Management
West Virginia
$265K +$267K +824 New
BHWM
1095
Bar Harbor Wealth Management
New Hampshire
$265K – – –
AWM
1096
Abound Wealth Management
Tennessee
$264K -$324 -1 -0.1%
LC
1097
Lindbrook Capital
California
$264K – – –
Russell Investments Group
1098
Russell Investments Group
United Kingdom
$263K -$14.3K -44 -5%
BWA
1099
BlueChip Wealth Advisors
Georgia
$262K – – –
KFC
1100
Klingenstein Fields & Co
New York
$261K – – –
42 43
44
45 46

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.