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
ST
651
Spinnaker Trust
Maine
$995K
CWA
652
CJM Wealth Advisers
Virginia
$993K
SFG
653
SNS Financial Group
Minnesota
$991K
WPC
654
Waters Parkerson & Co
Louisiana
$990K
RW
655
Regimen Wealth
Georgia
$988K +$3.33K +11 +0.4%
MWA
656
Meridian Wealth Advisors
Texas
$988K
WGCA
657
Wolf Group Capital Advisors
Virginia
$985K +$333K +1,100 +37%
SWM
658
Scissortail Wealth Management
Oklahoma
$982K -$945K -3,121 -100%
WA
659
Wealth Architects
California
$981K
PCG
660
Prosperity Consulting Group
Maryland
$971K +$343K +1,131 +58%
OFS
661
Oldfather Financial Services
Nebraska
$969K -$303 -1 -0%
PFWA
662
Paces Ferry Wealth Advisors
Georgia
$960K -$13.6K -45 -1%
FWI
663
Facet Wealth Inc
Maryland
$960K +$4.85K +16 +0.5%
WWMSC
664
Wagner Wealth Management (South Carolina)
South Carolina
$957K -$4.24K -14 -0.5%
NB
665
Nicolet Bankshares
Wisconsin
$956K -$169K -557 -15%
CA
666
Cortland Associates
Missouri
$955K -$43K -142 -4%
RPGK
667
Retirement Planning Group (Kansas)
Kansas
$953K +$17K +56 +2%
HTHT
668
Hemenway Trust Hemenway Trust
New Hampshire
$946K
Fisher Asset Management
669
Fisher Asset Management
Washington
$939K +$662K +2,186 +273%
GRP
670
Global Retirement Partners
California
$934K +$22.7K +75 +3%
SAI
671
Savvy Advisors Inc
New York
$931K +$172K +569 +24%
HNWA
672
Henrickson Nauta Wealth Advisors
Michigan
$930K -$538K -1,778 -38%
HWA
673
Heartwood Wealth Advisors
Virginia
$929K -$6.96K -23 -0.8%
AA
674
Ancora Advisors
Ohio
$929K +$43.3K +143 +5%
VWM
675
Venturi Wealth Management
Texas
$926K

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.