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iShares Russell 1000 ETF
IWB

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,222
Holders Change
+11
Holders Change %
+0.91%
% of All Funds
17.6%
Holding in Top 10
91
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.21%
% of All Funds
1.31%
New
103
Increased
319
Reduced
441
Closed
74
Calls
$17.1M
Puts
$33.1M
Net Calls
-$16M
Net Calls Change
-$9.4M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$151M
2
GH
Geisinger Health
Pennsylvania
+$125M
3
BlackRock
BlackRock
New York
+$110M
4
UBS Group
UBS Group
Switzerland
+$96.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$544M
2
Osaic Holdings
Osaic Holdings
Arizona
-$111M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$93.6M
4
TCM
Twele Capital Management
Minnesota
-$86.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$66.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1226
Twele Capital Management
Minnesota
– -$86.1M -328,172 Closed
KOC
1227
Koss-Olinger Consulting
Florida
– -$19.7M -75,276 Closed
DPCM
1228
Darlington Partners Capital Management
California
– -$17M -64,638 Closed
JF
1229
Jump Financial
Illinois
– -$10.8M -41,032 Closed
Renaissance Technologies
1230
Renaissance Technologies
New York
– -$4.62M -17,600 Closed
TG
1231
TCW Group
California
– -$4.39M -16,751 Closed
OP
1232
ORG Partners
Indiana
– -$2.89M -11,031 Closed
SCA
1233
Snowden Capital Advisors
New York
– -$2.7M -10,305 Closed
CW
1234
Connectus Wealth
Ohio
– -$2.25M -8,594 Closed
CWM
1235
Curi Wealth Management
North Carolina
– -$1.93M -7,372 Closed
EFG
1236
Everhart Financial Group
Ohio
– -$1.9M -7,234 Closed
CWA
1237
Capital Wealth Alliance
Arizona
– -$1.84M -7,028 Closed
PPWP
1238
Premier Path Wealth Partners
New Jersey
– -$1.61M -6,136 Closed
FA
1239
FDx Advisors
Illinois
– -$1.5M -5,718 Closed
CAC
1240
Certified Advisory Corp
Florida
– -$1.27M -4,837 Closed
WCP
1241
Wick Capital Partners
Pennsylvania
– -$1.17M -4,464 Closed
TSS
1242
Two Sigma Securities
New York
– -$1.1M -4,205 Closed
GS
1243
GTS Securities
New York
– -$1.01M -3,839 Closed
VOYA Investment Management
1244
VOYA Investment Management
Georgia
– -$964K -3,675 Closed
Simplex Trading
1245
Simplex Trading
Illinois
– -$806K -3,075 Closed
SAS
1246
SMI Advisory Services
Indiana
– -$756K -2,882 Closed
AWA
1247
Arete Wealth Advisors
Illinois
– -$722K -2,754 Closed
SCM
1248
Saxony Capital Management
Missouri
– -$612K -2,335 Closed
TFS
1249
Thoroughbred Financial Services
Tennessee
– -$600K -2,291 Closed
YIH
1250
Y-Intercept (HK)
Hong Kong
– -$600K -2,287 Closed
48 49
50
51 52

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.