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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
KWM
1276
Kiker Wealth Management
Georgia
$70.2K +$70.6K +218 New
MM
1277
Main Management
California
$67K – – –
GFPC
1278
Global Financial Private Client
Florida
$64.8K – – –
SFC
1279
SYM Financial Corp
Indiana
$57.2K – – –
KHC
1280
Koesten Hirschmann & Crabtree
Kansas
$57K – – –
JFA
1281
JNBA Financial Advisors
Minnesota
$56.1K – – –
MWA
1282
Medallion Wealth Advisors
Connecticut
$55.5K +$58.6K +181 New
HWM
1283
Horizons Wealth Management
North Carolina
$54.8K – – –
VNA
1284
Valley National Advisers
Pennsylvania
$54K – – –
TSMHT
1285
Thurston Springer Miller Herd & Titak
Indiana
$50.9K +$51.2K +158 New
NRWA
1286
North Ridge Wealth Advisors
Oregon
$48.3K +$48.6K +150 New
ZRP
1287
Zynergy Retirement Planning
New Jersey
$47.2K – – –
APW
1288
Aventura Private Wealth
Florida
$47K +$47.3K +146 New
FMTCOCP
1289
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K – – –
CCM
1290
Chilton Capital Management
Texas
$46.7K – – –
RF
1291
Roxbury Financial
New Jersey
$46.3K +$45K +139 New
OLVIG
1292
Oliver Lagore Vanvalin Investment Group
Michigan
$46.1K – – –
RF
1293
Robinswood Financial
Washington
$45.8K – – –
AW
1294
Avion Wealth
Texas
$41K – – –
OHWP
1295
Oak Harbor Wealth Partners
North Carolina
$40.3K – – –
KIM
1296
Kestra Investment Management
Texas
$39.3K +$39.5K +122 New
FWM
1297
FSA Wealth Management
Massachusetts
$38.7K -$19.4K -60 -33%
CWM
1298
Centricity Wealth Management
Ohio
$38.7K +$38.9K +120 New
AIC
1299
Archer Investment Corporation
Indiana
$37.7K – – –
CBT
1300
Crews Bank & Trust
Florida
$37.4K +$37.6K +116 New
50 51
52
53 54

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.