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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
TI
701
Tidal Investments
Wisconsin
$831K +$218K +719 +37%
DDPIC
702
Deroy & Devereaux Private Investment Counsel
Michigan
$824K -$9.69K -32 -1%
ATPW
703
Ashton Thomas Private Wealth
Arizona
$823K -$21.2K -70 -3%
CM
704
Columbus Macro
Pennsylvania
$822K
TWM
705
Tradition Wealth Management
Minnesota
$820K
RFA
706
Resurgent Financial Advisors
Georgia
$801K -$20.6K -68 -3%
TPW
707
Transatlantique Private Wealth
New York
$801K
GFS
708
GYL Financial Synergies
Connecticut
$796K
MWA
709
Midland Wealth Advisors
Illinois
$795K -$145K -480 -16%
TCA
710
Transcend Capital Advisors
New Jersey
$791K -$5.45K -18 -0.7%
Betterment LLC
711
Betterment LLC
New York
$787K +$96K +317 +15%
VA
712
Valmark Advisers
Ohio
$782K +$230K +758 +44%
CIC
713
Carnegie Investment Counsel
Ohio
$780K -$63.6K -210 -8%
EB
714
Eastern Bank
Massachusetts
$780K +$752K +2,482 New
BHBT
715
Burke & Herbert Bank & Trust
Virginia
$780K -$58.1K -192 -7%
FWP
716
Firethorn Wealth Partners
Georgia
$780K -$15.4K -51 -2%
AI
717
Atria Investments
North Carolina
$779K -$215K -710 -22%
NG
718
Northstar Group
New York
$772K +$200K +660 +37%
CWM
719
Congress Wealth Management
Massachusetts
$771K +$27.6K +91 +4%
VCP
720
Vista Capital Partners
Oregon
$769K +$382K +1,263 +107%
HL
721
HeadInvest LLC
Maine
$767K
SFC
722
Sprinkle Financial Consultants
Colorado
$767K +$1.82K +6 +0.2%
SG
723
StoneX Group
New York
$765K +$63K +208 +9%
CWM
724
Cahaba Wealth Management
Georgia
$765K +$1.21K +4 +0.2%
HPC
725
HM Payson & Co
Maine
$755K

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.