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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
MAA
1151
Matrix Asset Advisors
New York
$233K +$324 +1 +0.1%
KFA
1152
Kapstone Financial Advisors
Ohio
$232K – – –
BIA
1153
Bigelow Investment Advisors
Maine
$232K -$64.8K -200 -22%
IA
1154
Intellus Advisors
Florida
$232K +$233K +720 New
BPW
1155
Bingham Private Wealth
California
$232K +$233K +719 New
AIM
1156
Athena Investment Management
California
$231K -$5.18K -16 -2%
Fayez Sarofim & Co
1157
Fayez Sarofim & Co
Texas
$231K +$21.4K +66 +10%
UL
1158
Unionview LLC
Washington
$231K +$648 +2 +0.3%
CCP
1159
Carmel Capital Partners
California
$231K – – –
OCM
1160
One Capital Management
California
$230K -$84.9K -262 -27%
PCMF
1161
Private Capital Management (Florida)
Florida
$228K – – –
WPW
1162
Watershed Private Wealth
Illinois
$227K – – –
EWA
1163
Evolution Wealth Advisors
Florida
$227K – – –
AP
1164
Aspect Partners
Virginia
$226K – – –
HS
1165
Horan Securities
United States
$226K +$1.94K +6 +0.9%
AWAG
1166
ARS Wealth Advisors Group
Florida
$226K – – –
GA
1167
Geller Advisors
New York
$226K – – –
UW
1168
Unique Wealth
Florida
$226K +$227K +701 New
SPC
1169
Sigma Planning Corp
Michigan
$226K +$1.94K +6 +0.9%
State Street
1170
State Street
Massachusetts
$226K – – –
WCM
1171
Windsor Capital Management
Arizona
$225K +$12.6K +39 +6%
QWM
1172
Quadcap Wealth Management
Texas
$224K +$225K +696 New
RG
1173
Rathbones Group
United Kingdom
$224K +$225K +694 New
6F
1174
626 Financial
Michigan
$223K – – –
FCG
1175
Fielder Capital Group
Tennessee
$222K – – –
45 46
47
48 49

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.