We are live on ! Find out more
IWB icon

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
B
276
Bensler
Washington
$5.92M -$35.7K -118 -0.6%
AllianceBernstein
277
AllianceBernstein
Tennessee
$5.92M -$414K -1,366 -7%
BRWA
278
B. Riley Wealth Advisors
Florida
$5.85M +$129K +426 +2%
ECG
279
Edge Capital Group
Georgia
$5.83M +$329K +1,086 +6%
STA
280
Summit Trail Advisors
New York
$5.83M +$124K +411 +2%
TDWM
281
Topel & Distasi Wealth Management
California
$5.83M -$12.7K -42 -0.2%
HCC
282
Hirtle Callaghan & Co
Pennsylvania
$5.82M +$158K +522 +3%
ACA
283
Anchor Capital Advisors
Massachusetts
$5.79M
Kayne Anderson Rudnick Investment Management
284
Kayne Anderson Rudnick Investment Management
California
$5.73M -$45.1K -149 -0.8%
AWM
285
Avior Wealth Management
Nebraska
$5.67M -$259K -855 -4%
FC
286
FCA Corp
Texas
$5.64M +$204K +674 +4%
Citigroup
287
Citigroup
New York
$5.63M +$111K +366 +2%
SWM
288
SigFig Wealth Management
California
$5.61M -$96.3K -318 -2%
CAG
289
Csenge Advisory Group
Florida
$5.54M +$3.33K +11 +0.1%
KeyBank National Association
290
KeyBank National Association
Ohio
$5.5M +$588K +1,941 +12%
Financial Engines Advisors
291
Financial Engines Advisors
California
$5.5M -$287K -947 -5%
OMC
292
Old Mission Capital
Illinois
$5.46M -$7.06M -23,328 -57%
FHA
293
First Horizon Advisors
Tennessee
$5.45M +$578K +1,909 +12%
RBC
294
Roble Belko & Company
Pennsylvania
$5.41M
LW
295
Linscomb Wealth
Texas
$5.4M +$5.75K +19 +0.1%
TSS
296
Two Sigma Securities
New York
$5.38M -$1.34M -4,431 -21%
TCB
297
Texas Capital Bancshares
Texas
$5.37M -$941K -3,106 -15%
WPW
298
Waldron Private Wealth
Pennsylvania
$5.35M -$1.11M -3,677 -18%
SWM
299
Shelton Wealth Management
Texas
$5.27M -$36K -119 -0.7%
DWM
300
Destination Wealth Management
California
$5.19M -$92.1K -304 -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.