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iShares Russell 1000 ETF

1,266 hedge funds and large institutions have $29.9B invested in iShares Russell 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 374 increasing their positions, 428 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,250% more call options, than puts

Call options by funds: $68.7M | Put options by funds: $2.92M

58% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 53

2.72% more ownership

Funds ownership: 76.84%79.56% (+2.7%)

1% more funds holding

Funds holding: 1,2501,266 (+16)

4% more capital invested

Capital invested by funds: $28.8B → $29.9B (+$1.07B)

2% less funds holding in top 10

Funds holding in top 10: 9694 (-2)

13% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 428

Holders
1,266
Holders Change
+16
Holders Change %
+1.28%
% of All Funds
18.18%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
1.35%
New
84
Increased
374
Reduced
428
Closed
53
Calls
$68.7M
Puts
$2.92M
Net Calls
+$65.7M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
226
American National Bank & Trust
Texas
$9.36M
CWA
227
CM Wealth Advisors
Ohio
$9.33M +$1.61M +5,310 +22%
SAM
228
Silvercrest Asset Management
New York
$9.27M -$553K -1,825 -6%
PFBT
229
Parkside Financial Bank & Trust
Missouri
$9.09M -$191K -632 -2%
TCBWMS
230
Texas Capital Bank Wealth Management Services
Texas
$9.08M -$35.7K -118 -0.4%
CG
231
Caprock Group
Idaho
$9.03M +$606 +2 +0%
Prudential Financial
232
Prudential Financial
New Jersey
$8.98M -$1.54M -5,069 -15%
TPCW
233
TD Private Client Wealth
New York
$8.95M +$899K +2,968 +12%
NSIM
234
North Star Investment Management
Illinois
$8.87M
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$8.74M -$108K -355 -1%
QCG
236
Quadrant Capital Group
Ohio
$8.65M -$45.4K -150 -0.5%
OFG
237
Omega Financial Group
California
$8.63M -$767K -2,532 -8%
CWM
238
Circle Wealth Management
New Jersey
$8.62M
SC
239
Sepio Capital
Utah
$8.41M
HWM
240
HB Wealth Management
Georgia
$8.39M -$9.09K -30 -0.1%
SIA
241
Stegner Investment Associates
Kentucky
$8.38M -$7.57K -25 -0.1%
MCM
242
MV Capital Management
Maryland
$8.28M -$12.4K -41 -0.2%
GC
243
Garde Capital
Washington
$8.28M -$21.2K -70 -0.3%
CS
244
Cannell & Spears
New York
$8.17M -$2.73K -9 -0%
AWE
245
Avidian Wealth Enterprises
Texas
$8.1M +$44.5K +147 +0.6%
ITIM
246
Indiana Trust & Investment Management
Indiana
$8.05M
TF
247
Tudor Financial
Ohio
$8.02M +$7.73M +25,509 New
FPCP
248
Fort Point Capital Partners
California
$7.94M -$102K -337 -1%
LGWM
249
Litman Gregory Wealth Management
California
$7.93M -$9.69K -32 -0.1%
AIA
250
Arcadia Investment Advisors
Idaho
$7.92M -$15.1K -50 -0.2%

IWB Hedge Fund Activity: Q3 2024 in Review

1,266 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2024, worth a combined $29.9B — up 3.7% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IWB positions and 53 closed out — a net gain of 31 holders — while 374 added to existing stakes and 428 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $241M. The largest seller was Focus Partners Wealth, cutting an estimated $275M.

  • 1,266 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2024, up from 1,250 in Q2 2024.
  • Funds reported $29.9B of iShares Russell 1000 ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 84 funds opened new iShares Russell 1000 ETF positions in Q3 2024 and 53 closed out, a net change of +31 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $241M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2024.