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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
DADC
376
D.A. Davidson & Co
Montana
$3.5M +$26.3K +87 +0.8%
PCMC
377
Private Capital Management (Colorado)
Colorado
$3.48M -$1.84M -6,077 -35%
MCCA
378
Mill Creek Capital Advisors
Pennsylvania
$3.47M -$2.16M -7,131 -39%
PL
379
Plancorp LLC
Missouri
$3.45M -$459K -1,514 -12%
TFF
380
The Family Firm
Maryland
$3.44M -$122K -403 -4%
AI
381
Accredited Investors
Minnesota
$3.42M
PGFC
382
Peapack-Gladstone Financial Corp
New Jersey
$3.4M -$2.73K -9 -0.1%
SHGA
383
Sand Hill Global Advisors
California
$3.4M +$48.8K +161 +2%
RWMH
384
Riverpoint Wealth Management Holdings
Illinois
$3.37M +$10.9K +36 +0.3%
FWTB
385
First Western Trust Bank
Colorado
$3.34M
MWS
386
Maxwell Wealth Strategies
California
$3.34M
DWM
387
Dakota Wealth Management
Florida
$3.32M -$54.2K -179 -2%
AWA
388
Arkadios Wealth Advisors
Georgia
$3.32M +$2.99M +9,874 +1,427%
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$3.23M -$511K -1,688 -14%
HTC
390
Haverford Trust Company
Pennsylvania
$3.22M
EK
391
Evensky & Katz
Florida
$3.21M +$10.6K +35 +0.3%
AF
392
Apexium Financial
Texas
$3.21M -$13K -43 -0.4%
OP
393
ORG Partners
Indiana
$3.2M -$27.3K -90 -0.9%
LSA
394
Lansing Street Advisors
Pennsylvania
$3.19M +$10.6K +35 +0.3%
PCM
395
Parsons Capital Management
Rhode Island
$3.17M -$53.9K -178 -2%
CWM
396
Cranbrook Wealth Management
Michigan
$3.15M -$5.75K -19 -0.2%
RCAG
397
Rehmann Capital Advisory Group
Michigan
$3.14M -$7.57K -25 -0.2%
ASN
398
Advisory Services Network
Georgia
$3.14M
DWM
399
Dynasty Wealth Management
Florida
$3.13M +$21.2K +70 +0.7%
PSA
400
Plum Street Advisors
Louisiana
$3.13M -$115K -381 -4%

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.