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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
BHWM
1126
Beaird Harris Wealth Management
Texas
$205K +$303 +1 +0.2%
Fayez Sarofim & Co
1127
Fayez Sarofim & Co
Texas
$205K +$197K +651 New
MFA
1128
Millington Financial Advisors
Illinois
$204K +$197K +650 New
UBV
1129
United Bank (Virginia)
Virginia
$204K +$197K +650 New
SAMC
1130
Spectrum Asset Management (California)
California
$204K +$197K +649 New
GAM
1131
Gould Asset Management
California
$202K -$15.1K -50 -7%
NG
1132
NWK Group
California
$201K – – –
ACM
1133
Absolute Capital Management
Pennsylvania
$201K +$194K +640 New
CFGS
1134
Concourse Financial Group Securities
Alabama
$199K – – –
FCMT
1135
Founders Capital Management (Texas)
Texas
$194K – – –
HGA
1136
Hobbs Group Advisors
South Carolina
$187K – – –
MRCM
1137
M&R Capital Management
New Jersey
$185K – – –
FCG
1138
Financial Connections Group
California
$182K – – –
HWM
1139
Hemington Wealth Management
Virginia
$182K +$177K +583 New
HI
1140
Harbour Investments
Wisconsin
$180K +$23.9K +79 +16%
CFD
1141
Creative Financial Designs
Indiana
$179K -$3.33K -11 -2%
LCM
1142
Logan Capital Management
Pennsylvania
$176K – – –
PTC
1143
Private Trust Company
Ohio
$173K – – –
BCM
1144
Blume Capital Management
California
$173K – – –
RIL
1145
Rothschild Investment LLC
Illinois
$173K – – –
NCM
1146
Northwest Capital Management
Oregon
$172K +$606 +2 +0.4%
SWP
1147
SIMA Wealth Partners
Virginia
$169K – – –
TCOV
1148
Trust Company of Vermont
Vermont
$165K – – –
CSB
1149
City State Bank
Iowa
$165K – – –
EWA
1150
EverSource Wealth Advisors
Alabama
$165K – – –
44 45
46
47 48

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.