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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
IA
326
IFG Advisors
Missouri
$4.54M +$106K +351 +2%
HCA
327
Harbour Capital Advisors
Virginia
$4.53M
VWA
328
Visionary Wealth Advisors
Illinois
$4.5M -$342K -1,130 -7%
BAAM
329
Baker Avenue Asset Management
California
$4.48M -$145K -480 -3%
MFT
330
Moisand Fitzgerald Tamayo
Florida
$4.48M -$115K -380 -3%
CGPCS
331
Capital Group Private Client Services
California
$4.45M -$89K -294 -2%
Jane Street
332
Jane Street
New York
$4.4M -$6.63M -21,877 -61%
GVAG
333
Great Valley Advisor Group
Delaware
$4.33M -$136K -449 -3%
LPAM
334
Lodestar Private Asset Management
California
$4.29M +$3.03K +10 +0.1%
IC
335
Iconiq Capital
California
$4.28M +$8.78K +29 +0.2%
HIA
336
Harbor Investment Advisory
Maryland
$4.26M -$323K -1,067 -7%
PBO
337
Peoples Bank (Ohio)
Ohio
$4.24M -$63K -208 -2%
SVWAG
338
Sound View Wealth Advisors Group
Georgia
$4.17M +$1.18M +3,905 +42%
ERWM
339
Elk River Wealth Management
Colorado
$4.11M
KWM
340
Kingsview Wealth Management
Oregon
$4.1M -$224K -739 -5%
QCM
341
Quantinno Capital Management
New York
$4.08M +$215K +710 +6%
NCM
342
Next Capital Management
New York
$4.07M +$3.92M +12,949 New
SFS
343
Summit Financial Strategies
Ohio
$4.04M -$118K -391 -3%
LI
344
LMCG Investments
Massachusetts
$4.03M +$121K +399 +3%
SCA
345
St. Clair Advisors
Ohio
$4.03M
FWIA
346
Fort Washington Investment Advisors
Ohio
$4.03M -$1.03M -3,401 -21%
AC
347
Apella Capital
Connecticut
$4.03M
GS
348
GTS Securities
New York
$4.02M -$10.1M -33,383 -72%
CF
349
Corrigan Financial
Rhode Island
$4.02M -$95.7K -316 -2%
AFG
350
Atomi Financial Group
New York
$4M +$25.1K +83 +0.7%

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.