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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
MCWS
51
McKinley Carter Wealth Services
West Virginia
$101M -$1.2M -3,965 -1%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$96.7M +$1.97M +6,505 +2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$89.1M +$1.21M +4,005 +1%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$82.8M -$3.32M -10,971 -4%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$82.4M +$667K +2,203 +0.8%
ANTB
56
AMG National Trust Bank
Colorado
$80.6M -$5.42M -17,894 -7%
WAG
57
Winthrop Advisory Group
Massachusetts
$79.1M -$456K -1,506 -0.6%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$75.7M -$215K -709 -0.3%
PA
59
Parkside Advisors
California
$72.6M +$310K +1,023 +0.4%
BFPW
60
BOK Financial Private Wealth
Colorado
$71.7M -$1.13M -3,734 -2%
BP
61
Ballentine Partners
Massachusetts
$71.7M -$1.05M -3,466 -1%
JWA
62
JFS Wealth Advisors
Pennsylvania
$68.6M -$1.62M -5,360 -2%
LSAG
63
Lake Street Advisors Group
New Hampshire
$67.2M +$15.7K +52 +0%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$65M +$658K +2,173 +1%
WT
65
Washington Trust
Rhode Island
$63.6M -$352K -1,162 -0.6%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$63M -$295K -975 -0.5%
Stifel Financial
67
Stifel Financial
Missouri
$62.9M +$4.21M +13,901 +7%
ECG
68
EPIQ Capital Group
California
$62M +$2.27M +7,480 +4%
FA
69
Fountainhead AM
New Jersey
$58.8M -$2.6M -8,595 -4%
RJA
70
Raymond James & Associates
Florida
$58.2M +$2.62M +8,650 +5%
EA
71
Enclave Advisors
Texas
$56.3M +$54.3M +179,205 New
JPG
72
Jordan Park Group
California
$56.3M -$555K -1,833 -1%
BJL
73
Brighton Jones LLC
Washington
$55.5M -$1.22M -4,032 -2%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$54.5M -$651K -2,150 -1%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$52.6M +$2.77M +9,147 +5%

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.