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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
BCP
876
Berkeley Capital Partners
Georgia
$456K – – –
CWP
877
Curated Wealth Partners
California
$456K – – –
AAM
878
AMI Asset Management
California
$455K +$439K +1,449 New
LFG
879
Larson Financial Group
Missouri
$452K +$182K +602 +72%
FWP
880
FAS Wealth Partners
Kansas
$451K +$303 +1 +0.1%
PCM
881
Pointe Capital Management
Michigan
$450K +$40.3K +133 +10%
TCM
882
TD Capital Management
Tennessee
$448K +$606 +2 +0.1%
SAM
883
Summit Asset Management
Tennessee
$448K – – –
JGCM
884
Joseph Group Capital Management
Ohio
$446K – – –
PCM
885
Pennsylvania Capital Management
Pennsylvania
$446K +$41.8K +138 +11%
BWP
886
BSW Wealth Partners
Colorado
$442K – – –
GWSA
887
Global Wealth Strategies & Associates
Colorado
$440K – – –
DAS
888
Diversify Advisory Services
Utah
$439K -$21.5K -71 -5%
AWA
889
ARQ Wealth Advisors
Arizona
$436K – – –
PPP
890
Private Portfolio Partners
New Jersey
$435K +$419K +1,385 New
TLFA
891
True Link Financial Advisors
California
$431K -$303K -1,002 -42%
CCG
892
Chatham Capital Group
Georgia
$427K – – –
CWM
893
Cornerstone Wealth Management
Missouri
$425K -$2.73K -9 -0.7%
PA
894
Pinnacle Associates
New York
$425K -$30K -99 -6%
LWMM
895
Legacy Wealth Management (Mississippi)
Mississippi
$418K – – –
WA
896
Wealth Alliance
New York
$415K +$36.9K +122 +10%
PWM
897
Penobscot Wealth Management
Maine
$414K +$167K +552 +72%
PAMG
898
Patton Albertson Miller Group
Tennessee
$411K – – –
WIA
899
Wetzel Investment Advisors
Indiana
$408K +$307K +1,015 +357%
RWB
900
RMR Wealth Builders
New Jersey
$408K +$87.8K +290 +29%
34 35
36
37 38

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.