iShares Russell 1000 ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$151M |
| 2 |
GH
Geisinger Health
Danville,
Pennsylvania
|
+$125M |
| 3 |
BlackRock
New York
|
+$110M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$96.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$80.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$544M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$111M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$93.6M |
| 4 |
TCM
Twele Capital Management
Minnetonka,
Minnesota
|
-$86.1M |
| 5 |
JP Morgan Chase
New York
|
-$66.6M |
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.