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iShares Russell 1000 ETF
IWB

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: 1,250 → 1,266 (+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: 96 → 94 (-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

Top Buyers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$241M
2
IAIM
International Assets Investment Management
Florida
+$183M
3
JHU
Johns Hopkins University
Maryland
+$143M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$123M
5
FAIM
Financial Advocates Investment Management
Washington
+$27.8M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$275M
2
BlackRock
BlackRock
New York
-$151M
3
Millennium Management
Millennium Management
New York
-$105M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$76.8M
5
DLIC
Daido Life Insurance Company
Japan
-$71M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
776
LCNB Corp
Ohio
$649K +$303K +1,000 +94%
PL
777
Parthenon LLC
Kentucky
$648K – – –
CIBC World Market
778
CIBC World Market
Ontario, Canada
$646K -$2.73K -9 -0.4%
Members Trust
779
Members Trust
Florida
$644K -$32.1K -106 -5%
FB
780
Fulton Bank
Pennsylvania
$643K -$912K -3,013 -60%
OWM
781
Orgel Wealth Management
Wisconsin
$642K – – –
AWA
782
Acorn Wealth Advisors
Michigan
$641K – – –
KJHP
783
K.J. Harrison & Partners
Ontario, Canada
$638K – – –
WW
784
Waterfront Wealth
Kansas
$634K – – –
RIA
785
Regal Investment Advisors
Michigan
$632K -$460K -1,520 -43%
HWMG
786
Hurlow Wealth Management Group
Indiana
$631K – – –
CCA
787
Childress Capital Advisors
Texas
$629K -$136K -450 -18%
CNBTD
788
Citizens National Bank Trust Department
Mississippi
$629K – – –
WJA
789
Willis Johnson & Associates
Texas
$628K +$30.9K +102 +5%
HWM
790
Hohimer Wealth Management
Washington
$628K – – –
NCM
791
Northside Capital Management
Oregon
$627K – – –
OPCM
792
Osborne Partners Capital Management
California
$622K -$7.57K -25 -1%
VCA
793
Verdence Capital Advisors
Maryland
$622K – – –
HG
794
Harbor Group
New Hampshire
$620K -$7.87K -26 -1%
LCOV
795
London Company of Virginia
Virginia
$607K -$5.52M -18,235 -90%
CF
796
Centaurus Financial
California
$607K -$303 -1 -0.1%
PFP
797
Paragon Financial Partners
California
$601K +$1.21K +4 +0.2%
NWWA
798
New Wave Wealth Advisors
Arkansas
$597K +$47.2K +156 +9%
HOWA
799
Heritage Oak Wealth Advisors
Florida
$597K +$575K +1,900 New
MBTD
800
Mechanics Bank - Trust Department
California
$597K +$575K +1,900 New
30 31
32
33 34

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.