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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
SIC
101
Sigma Investment Counselors
Michigan
$35.4M -$217K -717 -0.6%
BPA
102
Beacon Pointe Advisors
California
$35M -$3.39M -11,210 -9%
BB
103
Busey Bank
Illinois
$34.4M -$955K -3,155 -3%
MA
104
Montag & Associates
Georgia
$34.3M +$1.5M +4,966 +5%
FPTW
105
Franklin, Parlapiano, Turner & Welch
Texas
$34M -$939K -3,099 -3%
FMP
106
Financial Management Professionals
Texas
$33.2M -$7.9M -26,091 -20%
WTC
107
WhitTier Trust Company
Nevada
$32.6M
HFS
108
Hoge Financial Services
Pennsylvania
$32.3M +$548K +1,808 +2%
RFA
109
RTD Financial Advisors
Pennsylvania
$32.1M -$220K -725 -0.7%
WT
110
Whittier Trust
California
$31.7M -$49.4K -163 -0.2%
RhumbLine Advisers
111
RhumbLine Advisers
Massachusetts
$31.4M -$4.13M -13,639 -12%
TRCT
112
Tower Research Capital (TRC)
New York
$30.5M +$25.7M +84,817 +692%
Wealthfront Advisers
113
Wealthfront Advisers
California
$30.3M +$4.89M +16,155 +20%
WANY
114
Wealthspire Advisors (New York)
New York
$30.1M +$17.3M +57,070 +147%
WFAG
115
Wescott Financial Advisory Group
Pennsylvania
$29.9M -$666K -2,198 -2%
DAS
116
Dynamic Advisor Solutions
Arizona
$29.1M -$654K -2,159 -2%
TWP
117
TFO Wealth Partners
Ohio
$28.6M -$13.6K -45 -0%
RSWM
118
Robertson Stephens Wealth Management
California
$28.5M +$235K +775 +0.9%
JSL
119
JT Stratford LLC
Georgia
$28.1M +$833K +2,752 +3%
GPW
120
Gray Private Wealth
Massachusetts
$28.1M -$186K -613 -0.7%
LA
121
Legacy Advisors
Pennsylvania
$27.7M -$4.54K -15 -0%
PIM
122
Parker Investment Management
California
$27.7M
WSFS
123
Wilmington Savings Fund Society
Delaware
$26.9M +$23.6M +78,000 +1,020%
KAS
124
Kestra Advisory Services
Texas
$26.3M +$587K +1,939 +2%
XF
125
XML Financial
Maryland
$26.1M +$164K +540 +0.7%

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.