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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
HS
1101
Horan Securities
United States
$219K +$606 +2 +0.3%
IIA
1102
IPG Investment Advisors
California
$219K +$210K +695 New
SPC
1103
Sigma Planning Corp
Michigan
$218K -$303 -1 -0.1%
6F
1104
626 Financial
Michigan
$217K – – –
FCG
1105
Fielder Capital Group
Tennessee
$217K – – –
NQWM
1106
Northwest Quadrant Wealth Management
Oregon
$216K +$909 +3 +0.4%
CA
1107
Crumly & Associates
Illinois
$216K +$208K +686 New
SPFA
1108
Summit Place Financial Advisors
New Jersey
$214K -$273K -900 -57%
OPA
1109
Old Port Advisors
Maine
$214K +$1.21K +4 +0.6%
FGC
1110
Financial Gravity Companies
Texas
$214K +$206K +681 New
NEPPG
1111
New England Professional Planning Group
Rhode Island
$213K – – –
CAM
1112
Clark Asset Management
New Hampshire
$213K – – –
DI
1113
Disciplined Investments
Oklahoma
$213K – – –
NC
1114
NovaPoint Capital
Georgia
$212K – – –
PK
1115
Pflug Koory
Nebraska
$212K +$204K +674 New
Calamos Advisors
1116
Calamos Advisors
Illinois
$210K -$36.6K -121 -15%
AWM
1117
Adams Wealth Management
Utah
$209K -$7.87K -26 -4%
CI
1118
CacheTech Inc
Utah
$209K -$7.87K -26 -4%
AWM
1119
Affinity Wealth Management
Delaware
$209K +$201K +665 New
BDFN
1120
Bond & Devick Financial Network
Minnesota
$208K +$201K +663 New
WCM
1121
Windsor Capital Management
Arizona
$207K +$200K +660 New
SVCP
1122
Silicon Valley Capital Partners
California
$207K +$606 +2 +0.3%
EBT
1123
Enterprise Bank & Trust
Massachusetts
$207K +$199K +658 New
QPWM
1124
Quadrant Private Wealth Management
Pennsylvania
$206K +$198K +655 New
HF
1125
Halpern Financial
Virginia
$206K +$26K +86 +15%
43 44
45
46 47

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.