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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
SIS
1226
Sound Income Strategies
Florida
$29.9K +$20.3K +67 +239%
CT
1227
Caldwell Trust
Florida
$27.7K
HR
1228
Howe & Rusling
New York
$27K -$25.7K -85 -50%
AWM
1229
Angeles Wealth Management
California
$26.7K -$7.57K -25 -23%
DJSG
1230
D.J. St. Germain
Massachusetts
$24.1K +$23K +76 New
TCG
1231
Transcendent Capital Group
Oklahoma
$22.8K -$7.27K -24 -25%
AWM
1232
AllSquare Wealth Management
New York
$20.8K
AEPWM
1233
Atlantic Edge Private Wealth Management
Florida
$20.4K
LWANC
1234
Laurel Wealth Advisors (North Carolina)
North Carolina
$20.4K
EWP
1235
Elevation Wealth Partners
California
$20.1K
CJ
1236
Caitlin John
Michigan
$20.1K
GEA
1237
Glen Eagle Advisors
New Jersey
$18.6K
WWP
1238
WR Wealth Planners
Missouri
$18.1K -$40.3K -133 -70%
MAM
1239
Marquette Asset Management
Minnesota
$17.9K +$17.3K +57 New
CT
1240
Colonial Trust
South Carolina
$17.4K -$909 -3 -5%
FDCDDQ
1241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.7K
DF
1242
Dunhill Financial
United Kingdom
$14.6K +$5.75K +19 +70%
AIM
1243
Arcadia Investment Management
Michigan
$14.1K -$145K -480 -91%
VWWMG
1244
Vermillion & White Wealth Management Group
Pennsylvania
$14.1K
HGERS
1245
Householder Group Estate & Retirement Specialist
Arizona
$13K
TPW
1246
Talon Private Wealth
Florida
$12.9K +$12.4K +41 New
TCM
1247
Tradewinds Capital Management
Washington
$12.6K +$12.1K +40 New
BSB
1248
Bangor Savings Bank
Maine
$11.9K
IWP
1249
IAG Wealth Partners
Wisconsin
$11.6K
HI
1250
Hoey Investments
Pennsylvania
$11.6K

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.