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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
CL
76
Choreo LLC
Illinois
$51M -$346K -1,141 -0.7%
PS
77
Principal Securities
Iowa
$50.4M -$135K -445 -0.3%
HFS
78
HBC Financial Services
Washington
$50.2M -$456K -1,506 -0.9%
MML Investors Services
79
MML Investors Services
Massachusetts
$48.1M +$407K +1,344 +0.9%
Corient Private Wealth
80
Corient Private Wealth
Florida
$47.9M +$1.09M +3,589 +2%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$46.5M -$6.82M -22,533 -13%
NPT
82
Nixon Peabody Trust
Massachusetts
$45.9M +$1.61M +5,316 +4%
CA
83
Cambridge Associates
Massachusetts
$45.2M
SLT
84
St Louis Trust
Missouri
$43.7M -$923K -3,048 -2%
Brown Advisory
85
Brown Advisory
Maryland
$43.7M -$1.7M -5,626 -4%
Two Sigma Investments
86
Two Sigma Investments
New York
$43.2M -$33.1M -109,200 -44%
UFA
87
US Financial Advisors
Massachusetts
$43M +$797K +2,633 +2%
EH
88
Equitable Holdings
New York
$42.9M -$2.11M -6,951 -5%
CCA
89
Conservest Capital Advisors
Pennsylvania
$40.8M
DIP
90
DT Investment Partners
Pennsylvania
$40.7M -$37.9K -125 -0.1%
CB
91
Commerce Bank
Missouri
$40.5M +$991K +3,271 +3%
AFA
92
American Financial Advisors
Georgia
$38.8M -$478K -1,577 -1%
BFP
93
Brewster Financial Planning
New York
$38.8M -$172K -568 -0.5%
KP
94
Keel Point
Alabama
$38.7M -$418K -1,381 -1%
IC
95
IEQ Capital
California
$38.3M -$307K -1,014 -0.8%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$36.8M +$10M +33,171 +39%
NA
97
NewEdge Advisors
Louisiana
$36.3M +$664K +2,192 +2%
Osaic Holdings
98
Osaic Holdings
Arizona
$36.1M -$26K -86 -0.1%
SC
99
Schoolcraft Capital
Colorado
$35.9M -$664K -2,191 -2%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$35.8M +$530K +1,749 +2%

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.