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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
HCM
1076
Howland Capital Management
Massachusetts
$233K – – –
AIM
1077
Athena Investment Management
California
$231K – – –
9WM
1078
9258 Wealth Management
Ohio
$231K -$1.82K -6 -0.8%
MLIC
1079
Mandatum Life Insurance Company
Finland
$230K – – –
Deutsche Bank
1080
Deutsche Bank
Germany
$228K +$105K +347 +92%
BFO
1081
Boston Family Office
Massachusetts
$228K – – –
FA
1082
Faithward Advisors
Pennsylvania
$228K +$219K +724 New
LA
1083
LexAurum Advisors
Kansas
$227K – – –
WE
1084
Wealth Effects
Massachusetts
$227K – – –
MAA
1085
Matrix Asset Advisors
New York
$227K – – –
FDS
1086
Freedom Day Solutions
Texas
$227K -$15.1K -50 -6%
PCA
1087
Prosperity Capital Advisors
Ohio
$226K -$606 -2 -0.3%
CCP
1088
Carmel Capital Partners
California
$225K – – –
UL
1089
Unionview LLC
Washington
$225K +$909 +3 +0.4%
TNA
1090
True North Advisors
Texas
$224K -$10.6K -35 -5%
PCMF
1091
Private Capital Management (Florida)
Florida
$223K – – –
WPW
1092
Watershed Private Wealth
Illinois
$222K +$214K +705 New
GQG Partners
1093
GQG Partners
Florida
$221K +$213K +704 New
EWA
1094
Evolution Wealth Advisors
Florida
$221K -$19.7K -65 -8%
AP
1095
Aspect Partners
Virginia
$221K – – –
AWAG
1096
ARS Wealth Advisors Group
Florida
$220K -$8.18K -27 -4%
GA
1097
Geller Advisors
New York
$220K – – –
State Street
1098
State Street
Massachusetts
$220K – – –
KFA
1099
Kapstone Financial Advisors
Ohio
$219K – – –
AAS
1100
Ameritas Advisory Services
Nebraska
$219K -$182K -601 -46%
42 43
44
45 46

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.