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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
National Bank of Canada
1351
National Bank of Canada
Quebec, Canada
$4.83K – – –
CA
1352
Continuum Advisory
Idaho
$4.19K – – –
AT
1353
Arlington Trust
Alabama
$3.54K – – –
LOIP
1354
Live Oak Investment Partners
Texas
$3.54K – – –
AIM
1355
ARK Investment Management
Florida
$3.44K +$3.56K +11 New
SSG
1356
Summit Securities Group
New York
$3.22K +$3.24K +10 New
WAS
1357
Winch Advisory Services
Wisconsin
$1.95K -$29.2K -90 -94%
IWM
1358
IMG Wealth Management
Florida
$1.93K +$1.94K +6 New
WCM
1359
Weaver Capital Management
Georgia
$645 – – –
TRCT
1360
Tower Research Capital (TRC)
New York
– -$30.5M -97,081 Closed
FAIM
1361
Financial Advocates Investment Management
Washington
– -$4.72M -91,935 Closed
TWP
1362
TFO Wealth Partners
Ohio
– -$28.6M -90,883 Closed
Two Sigma Advisers
1363
Two Sigma Advisers
New York
– -$20.8M -66,200 Closed
KAH
1364
Kathryn A. Hall
– -$11.1M -35,305 Closed
STA
1365
Summit Trail Advisors
New York
– -$5.83M -18,549 Closed
OMC
1366
Old Mission Capital
Illinois
– -$5.46M -17,354 Closed
CSPIA
1367
Cary Street Partners Investment Advisory
Virginia
– -$4.81M -15,315 Closed
Jane Street
1368
Jane Street
New York
– -$4.53M -13,997 Closed
GS
1369
GTS Securities
New York
– -$4.02M -12,795 Closed
UBS AM
1370
UBS AM
Illinois
– -$3.67M -11,665 Closed
Squarepoint
1371
Squarepoint
New York
– -$3.56M -11,336 Closed
JF
1372
Jump Financial
Illinois
– -$2.07M -6,582 Closed
EGM
1373
Engineers Gate Manager
New York
– -$1.98M -6,305 Closed
MSRPS
1374
Maryland State Retirement & Pension System
Maryland
– -$1.51M -4,815 Closed
TI
1375
Tidal Investments
Wisconsin
– -$831K -2,644 Closed
53 54
55
56 57

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.