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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
OCPWS
1101
One Charles Private Wealth Services
Massachusetts
$260K -$13K -40 -5%
HCM
1102
Hutchinson Capital Management
California
$260K – – –
PCA
1103
Prosperity Capital Advisors
Ohio
$258K +$26.6K +82 +11%
ISB
1104
Iowa State Bank
Iowa
$258K – – –
MWM
1105
Melfa Wealth Management
Massachusetts
$258K – – –
ICP
1106
Impact Capital Partners
Colorado
$256K +$258K +796 New
IP
1107
Isthmus Partners
Wisconsin
$256K – – –
BIG
1108
Builder Investment Group
Georgia
$255K – – –
KWMG
1109
King Wealth Management Group
Florida
$254K -$244K -754 -49%
SSW
1110
Stone Summit Wealth
Florida
$254K – – –
ISL
1111
Ingalls & Snyder LLC
New York
$253K – – –
LAM
1112
Lewis Asset Management
California
$253K +$324 +1 +0.1%
NEPPG
1113
New England Professional Planning Group
Rhode Island
$251K +$33K +102 +15%
RFA
1114
Rollins Financial Advisors
New York
$251K – – –
FW
1115
FullCircle Wealth
Texas
$251K -$324 -1 -0.1%
PWMG
1116
Prestige Wealth Management Group
New Jersey
$251K – – –
HBS
1117
Howard Bailey Securities
Indiana
$251K +$252K +779 New
RWA
1118
Redhawk Wealth Advisors
Minnesota
$249K +$648 +2 +0.3%
NAG
1119
Northstar Advisory Group
New Jersey
$249K +$251K +774 New
FOR
1120
Family Office Research
Maryland
$248K +$249K +770 New
EWM
1121
EPG Wealth Management
Georgia
$248K -$3.24K -10 -1%
LCG
1122
Lakeshore Capital Group
Illinois
$247K +$248K +767 New
BRM
1123
Boston Research & Management
Massachusetts
$247K – – –
CWM
1124
Cherrydale Wealth Management
New Jersey
$245K +$972 +3 +0.4%
HFP
1125
Holistic Financial Partners
Indiana
$245K – – –
43 44
45
46 47

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.