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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
RMCM
926
Reynders McVeigh Capital Management
Massachusetts
$375K +$114K +375 +46%
ZIM
927
Zacks Investment Management
Illinois
$369K +$17.6K +58 +5%
FM
928
Foster & Motley
Ohio
$368K -$6.36K -21 -2%
RCP
929
Rothschild Capital Partners
New York
$365K +$1.21K +4 +0.3%
BEAM
930
Baker Ellis Asset Management
Washington
$362K – – –
CA
931
Claro Advisors
Massachusetts
$360K +$139K +458 +67%
CWM
932
Chesapeake Wealth Management
Virginia
$359K -$10.6K -35 -3%
GAA
933
Guardian Asset Advisors
Pennsylvania
$357K +$909 +3 +0.3%
KCM
934
Kendall Capital Management
Maryland
$356K +$75.7K +250 +28%
AIM
935
Anchor Investment Management
South Carolina
$355K – – –
AWA
936
Arete Wealth Advisors
Illinois
$354K -$64.2K -212 -16%
MWM
937
Modern Wealth Management
Kansas
$352K – – –
ML
938
McAdam LLC
Pennsylvania
$352K -$8.78K -29 -3%
CAWM
939
Capital Advisors Wealth Management
Washington
$352K +$20K +66 +6%
NG
940
Norden Group
Utah
$350K +$337K +1,113 New
MWP
941
Meridian Wealth Partners
Pennsylvania
$349K – – –
GJWM
942
Gilliland Jeter Wealth Management
Arkansas
$347K – – –
CTWM
943
Cherry Tree Wealth Management
Minnesota
$346K – – –
AWM
944
Aspire Wealth Management
Massachusetts
$342K – – –
AFP
945
Ausdal Financial Partners
Iowa
$342K -$8.54M -28,196 -96%
DA
946
Drake & Associates
Wisconsin
$341K – – –
EWA
947
Encompass Wealth Advisors
Oregon
$338K – – –
ECM
948
Evergreen Capital Management
Washington
$335K +$11.2K +37 +4%
MAWA
949
Moss Adams Wealth Advisors
Washington
$334K – – –
SOAG
950
Silver Oak Advisory Group
Oregon
$333K – – –
36 37
38
39 40

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.