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iShares Russell 1000 ETF

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: 1,2501,266 (+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: 9694 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1201
Valley National Advisers
Pennsylvania
$53K -$4.85K -16 -9%
WP
1202
WealthShield Partners
North Carolina
$52.5K +$43K +142 +568%
PCA
1203
Providence Capital Advisors
North Carolina
$50.9K
ZRP
1204
Zynergy Retirement Planning
New Jersey
$47.2K
RDFA
1205
Ritter Daniher Financial Advisory
Ohio
$46.2K -$19.4K -64 -30%
FMTCOCP
1206
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K
Amundi
1207
Amundi
France
$45.9K +$19.1K +63 +76%
CCM
1208
Chilton Capital Management
Texas
$45.6K
OLVIG
1209
Oliver Lagore Vanvalin Investment Group
Michigan
$45K
RF
1210
Robinswood Financial
Washington
$44.6K
MHR
1211
Matthew Hamilton Rosenberg
$42.8K +$5.15K +17 +14%
AW
1212
Avion Wealth
Texas
$40K
OHWP
1213
Oak Harbor Wealth Partners
North Carolina
$39.3K
SOS
1214
Silver Oak Securities
Tennessee
$37.6K +$36.3K +120 New
AIC
1215
Archer Investment Corporation
Indiana
$36.8K +$35.4K +117 New
GKIM
1216
GW&K Investment Management
Massachusetts
$36K
MLA
1217
MB, Levis & Associates
Pennsylvania
$35.8K
AAG
1218
Armstrong Advisory Group
Massachusetts
$34.3K
FMII
1219
Farmers & Merchants Investments Inc
Nebraska
$33.3K
PIP
1220
Peachtree Investment Partners
Florida
$32.8K
CCP
1221
Clarkston Capital Partners
Michigan
$32.4K +$31.2K +103 New
MIM
1222
MTM Investment Management
South Carolina
$31.4K
LI
1223
LRI Investments
Florida
$31.4K
WAS
1224
Winch Advisory Services
Wisconsin
$30.3K +$29.1K +96 New
AAP
1225
Arax Advisory Partners
Colorado
$30.2K

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.