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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
FFA
1176
Frazier Financial Advisors
Ohio
$94.3K -$7.57K -25 -8%
MIA
1177
Milestone Investment Advisors
Wisconsin
$94.3K – – –
PCFFS
1178
Pacific Center for Financial Services
California
$89.9K – – –
BLC
1179
Brown, Lisle/Cummings
Rhode Island
$87.6K – – –
IBOK
1180
Independence Bank of Kentucky
Kentucky
$87.4K +$84.2K +278 New
PP
1181
Pacifica Partners
Canada
$83.9K -$1.51K -5 -2%
PFG
1182
Peterson Financial Group
Iowa
$82.6K +$79.6K +263 New
MCA
1183
Maryland Capital Advisors
Maryland
$82.1K – – –
HFS
1184
Hantz Financial Services
Michigan
$82K – – –
HWA
1185
HHM Wealth Advisors
Tennessee
$81.1K – – –
NIC
1186
Northwest Investment Counselors
Oregon
$78.6K +$75.7K +250 New
RCM
1187
Robinson Capital Management
Michigan
$77.6K – – –
PCM
1188
Palouse Capital Management
Washington
$75.8K – – –
TCM
1189
Tanaka Capital Management
New York
$74K – – –
SWM
1190
Sugarloaf Wealth Management
Georgia
$69.8K – – –
GM
1191
GeoWealth Management
Illinois
$68.3K -$231K -762 -78%
MM
1192
Main Management
California
$65K – – –
GFPC
1193
Global Financial Private Client
Florida
$63.2K – – –
Allspring Global Investments
1194
Allspring Global Investments
North Carolina
$61.6K +$11.2K +37 +23%
CIAS
1195
Capital Investment Advisory Services
North Carolina
$58.2K -$10.6K -35 -16%
FWM
1196
FSA Wealth Management
Massachusetts
$56.6K +$54.5K +180 New
SFC
1197
SYM Financial Corp
Indiana
$55.8K – – –
KHC
1198
Koesten Hirschmann & Crabtree
Kansas
$55.6K – – –
JFA
1199
JNBA Financial Advisors
Minnesota
$54.7K – – –
HWM
1200
Horizons Wealth Management
North Carolina
$53.4K – – –
46 47
48
49 50

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.