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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
GT
676
Greenleaf Trust
Michigan
$924K
FA
677
Fermata Advisors
California
$918K -$46.3K -153 -5%
VAS
678
Vestmark Advisory Solutions
Massachusetts
$914K -$1.51K -5 -0.2%
FHA
679
Flagship Harbor Advisors
Massachusetts
$912K +$151K +500 +21%
TCM
680
Tandem Capital Management
New Jersey
$910K +$1.51K +5 +0.2%
CAL
681
Capital Advisors Ltd
Ohio
$910K +$303 +1 +0%
FFA
682
Fi3 Financial Advisors
Indiana
$901K
LBC
683
Lowe Brockenbrough & Co
Virginia
$898K
EW
684
Enzi Wealth
Texas
$894K
WPA
685
West Paces Advisors
Georgia
$893K -$30.3K -100 -3%
GIA
686
Gladstone Institutional Advisory
Florida
$892K +$5.15K +17 +0.6%
MPM
687
Meritage Portfolio Management
Kansas
$888K
QCM
688
QRG Capital Management
Illinois
$883K -$276K -913 -25%
CIA
689
Capital Investment Advisors
Georgia
$877K +$52.1K +172 +7%
Citadel Advisors
690
Citadel Advisors
Florida
$877K -$16.4M -54,138 -95%
RA
691
RFG Advisory
Alabama
$874K +$34.8K +115 +4%
AIP
692
Almanack Investment Partners
Pennsylvania
$870K
FA
693
Flagstar Advisors
New York
$869K -$15.4K -51 -2%
SWM
694
Segment Wealth Management
Texas
$868K -$30.9K -102 -4%
AWC
695
Abundance Wealth Counselors
Pennsylvania
$866K +$834K +2,755 New
CW
696
CreativeOne Wealth
Kansas
$864K +$84.5K +279 +11%
BTW
697
Boston Trust Walden
Massachusetts
$850K
CWP
698
Cyndeo Wealth Partners
Florida
$837K -$113K -373 -12%
LP
699
LGL Partners
Pennsylvania
$837K +$2.73K +9 +0.3%
SFP
700
Shepherd Financial Partners
Massachusetts
$835K

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.