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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
BIG
1051
Builder Investment Group
Georgia
$249K – – –
SSW
1052
Stone Summit Wealth
Florida
$248K – – –
RCM
1053
RMR Capital Management
California
$248K +$239K +788 New
ISL
1054
Ingalls & Snyder LLC
New York
$247K +$28.2K +93 +13%
LAM
1055
Lewis Asset Management
California
$246K +$237K +784 New
TPWM
1056
Twelve Points Wealth Management
Massachusetts
$246K – – –
MW
1057
MBL Wealth
North Carolina
$246K -$2.73K -9 -1%
WA
1058
WestEnd Advisors
North Carolina
$246K +$55.4K +183 +31%
RFA
1059
Rollins Financial Advisors
New York
$245K – – –
PWMG
1060
Prestige Wealth Management Group
New Jersey
$245K – – –
EWM
1061
EPG Wealth Management
Georgia
$245K +$236K +779 New
3F
1062
360 Financial
Minnesota
$244K – – –
RWA
1063
Redhawk Wealth Advisors
Minnesota
$243K -$2.42K -8 -1%
BRM
1064
Boston Research & Management
Massachusetts
$241K – – –
HFP
1065
Holistic Financial Partners
Indiana
$239K – – –
CWM
1066
Cherrydale Wealth Management
New Jersey
$238K +$606 +2 +0.3%
FW
1067
FullCircle Wealth
Texas
$238K +$15.4K +51 +7%
PCA
1068
Pallas Capital Advisors
Massachusetts
$237K – – –
WTB
1069
Washington Trust Bank
Washington
$237K – – –
FCM
1070
Fortis Capital Management
Washington
$237K -$11.5K -38 -5%
AUB
1071
Atlantic Union Bankshares
Virginia
$236K – – –
PIA
1072
Perennial Investment Advisors
California
$236K – – –
AFAS
1073
Acorn Financial Advisory Services
Virginia
$235K -$13.3K -44 -6%
Chevy Chase Trust
1074
Chevy Chase Trust
Maryland
$235K -$198K -654 -47%
FC
1075
Forte Capital
New York
$233K -$9.09K -30 -4%
41 42
43
44 45

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.