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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
RFC
301
Regions Financial Corp
Alabama
$5.17M -$167K -550 -3%
SFA
302
Seneca Financial Advisors
New York
$5.08M -$158K -522 -3%
SIA
303
Strategic Investment Advisors
Michigan
$5.07M -$66.3K -219 -1%
Franklin Resources
304
Franklin Resources
California
$5.06M -$76K -251 -2%
ST
305
Sageworth Trust
Pennsylvania
$4.98M
PFA
306
Pure Financial Advisors
California
$4.94M +$275K +909 +6%
EWM
307
Evercore Wealth Management
New York
$4.88M -$11.4M -37,481 -71%
ONB
308
Old National Bancorp
Indiana
$4.86M -$479K -1,581 -9%
FFB
309
First Financial Bankshares
Texas
$4.86M
T. Rowe Price Associates
310
T. Rowe Price Associates
Maryland
$4.85M +$392K +1,294 +9%
MWM
311
Mission Wealth Management
California
$4.83M +$333K +1,099 +8%
SCTC
312
Sanibel Captiva Trust Company
Florida
$4.82M -$9.99K -33 -0.2%
CSPIA
313
Cary Street Partners Investment Advisory
Virginia
$4.81M +$586K +1,935 +14%
IF
314
Intrua Financial
Texas
$4.79M +$36.9K +122 +0.8%
CFG
315
Citizens Financial Group
Rhode Island
$4.77M +$235K +775 +5%
FAIM
316
Financial Advocates Investment Management
Washington
$4.72M +$27.8M +91,935 New
TIAAOA
317
Teachers Insurance & Annuity Association of America
New York
$4.71M +$4.53M +14,967 New
LTL
318
Lowery Thomas LLC
California
$4.68M -$320K -1,058 -7%
PFS
319
Prospera Financial Services
Texas
$4.67M +$201K +665 +5%
PAWA
320
Palo Alto Wealth Advisors
California
$4.66M -$30.3K -100 -0.7%
CWA
321
Consilio Wealth Advisors
Washington
$4.65M +$13K +43 +0.3%
BCG
322
Breakwater Capital Group
New Jersey
$4.64M -$127K -418 -3%
P
323
&Partners
Tennessee
$4.62M +$148K +489 +3%
WP
324
WMS Partners
Maryland
$4.6M
VFA
325
Valeo Financial Advisors
Indiana
$4.58M -$2.2M -7,276 -33%

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.