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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
TCM
951
Telos Capital Management
California
$333K +$321K +1,059 New
MW
952
Marcum Wealth
Ohio
$332K – – –
WIA
953
World Investment Advisors
California
$331K +$98.7K +326 +45%
EE
954
EWG Elevate
California
$330K – – –
MTIC
955
Missouri Trust & Investment Company
Missouri
$330K – – –
RW
956
Rockport Wealth
Ohio
$329K +$317K +1,048 New
IAG
957
Investmark Advisory Group
Connecticut
$329K +$909 +3 +0.3%
BWCS
958
Beirne Wealth Consulting Services
Connecticut
$329K -$42.1K -139 -12%
WS
959
Wedbush Securities
California
$329K -$12.7K -42 -4%
KWS
960
Keystone Wealth Services
California
$328K +$606 +2 +0.2%
MWP
961
Madison Wealth Partners
Wisconsin
$327K – – –
SI
962
Saxon Interests
Texas
$325K – – –
SI
963
Scharf Investments
California
$324K -$27.3K -90 -8%
NCFG
964
New Century Financial Group
New Jersey
$324K +$46.6K +154 +18%
NS
965
NBC Securities
Alabama
$316K – – –
BA
966
Bristlecone Advisors
Washington
$315K – – –
VPIM
967
Vanguard Personalized Indexing Management
California
$315K -$114K -375 -27%
AG
968
Advocate Group
Minnesota
$314K – – –
HP
969
Holistic Planning
Texas
$314K +$83.9K +277 +38%
MIFH
970
Migdal Insurance & Financial Holdings
Israel
$314K -$21.8K -72 -7%
AIA
971
Accelerate Investment Advisors
California
$313K +$301K +995 New
GJIA
972
Glass Jacobson Investment Advisors
Maryland
$312K +$3.94K +13 +1%
NRC
973
New Republic Capital
North Carolina
$309K – – –
CPCM
974
Cardinal Point Capital Management
Ontario, Canada
$308K – – –
CCM
975
Cambridge Capital Management
Illinois
$307K – – –
37 38
39
40 41

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.