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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
CAI
1001
Capital Advisors Inc
Oklahoma
$287K +$18.8K +62 +7%
JWS
1002
Juncture Wealth Strategies
Arizona
$287K – – –
FTDI
1003
First Trust Direct Indexing
Massachusetts
$286K +$2.73K +9 +1%
VFIC
1004
Valley Forge Investment Consultants
Pennsylvania
$284K +$909 +3 +0.3%
EFG
1005
Embree Financial Group
Illinois
$283K – – –
DA
1006
Detalus Advisors
Missouri
$280K +$35.4K +117 +15%
KAM
1007
KEB Asset Management
Illinois
$279K – – –
AA
1008
Alesco Advisors
New York
$278K – – –
CW
1009
CIC Wealth
Maryland
$278K – – –
ERIM
1010
Eagle Ridge Investment Management
Connecticut
$277K -$937K -3,093 -78%
WRPWM
1011
Werba Rubin Papier Wealth Management
California
$276K +$266K +879 New
QIM
1012
Quest Investment Management
Oregon
$275K – – –
MCM
1013
MidAtlantic Capital Management
Virginia
$273K +$75.1K +248 +40%
SRC
1014
Sage Rhino Capital
California
$273K – – –
BMD
1015
Better Money Decisions
New Mexico
$272K -$17.9K -59 -6%
Russell Investments Group
1016
Russell Investments Group
United Kingdom
$270K +$56.9K +188 +28%
WAOI
1017
Wealth Advisors of Iowa
Iowa
$269K +$259K +855 New
PWP
1018
Principle Wealth Partners
Connecticut
$268K – – –
RWM
1019
Ritholtz Wealth Management
New York
$268K -$12.4K -41 -5%
FA
1020
Financial Alternatives
California
$268K – – –
AWA
1021
Amplius Wealth Advisors
Pennsylvania
$267K – – –
KCM
1022
Kanawha Capital Management
Virginia
$267K – – –
OCPWS
1023
One Charles Private Wealth Services
Massachusetts
$267K – – –
VVP
1024
Venture Visionary Partners
Ohio
$267K – – –
BIA
1025
Benchmark Investment Advisors
Illinois
$265K +$6.06K +20 +2%
39 40
41
42 43

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.