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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
AIA
1251
Angeles Investment Advisors
California
$10.1K – – –
SC
1252
Steph & Co
Wisconsin
$9.43K – – –
SIS
1253
Strategic Investment Solutions
Illinois
$7.86K – – –
PSB
1254
Piscataqua Savings Bank
New Hampshire
$7.86K – – –
PBK
1255
Peoples Bank (Kansas)
Kansas
$7.23K – – –
MSWM
1256
Mowery & Schoenfeld Wealth Management
Illinois
$6.92K – – –
DCM
1257
Davis Capital Management
Florida
$6.6K – – –
CPA
1258
Cardiff Park Advisors
California
$5.97K – – –
BC
1259
Barrett & Company
Rhode Island
$5.34K – – –
HCP
1260
Hexagon Capital Partners
Arkansas
$5.03K – – –
PGAM
1261
Princeton Global Asset Management
New Jersey
$5.03K – – –
HT
1262
Headlands Technologies
Illinois
$4.72K -$144K -475 -97%
National Bank of Canada
1263
National Bank of Canada
Quebec, Canada
$4.72K – – –
CA
1264
Continuum Advisory
Idaho
$4.25K – – –
AT
1265
Arlington Trust
Alabama
$3.46K – – –
LOIP
1266
Live Oak Investment Partners
Texas
$3.46K – – –
MFA
1267
McClarren Financial Advisors
Pennsylvania
$2.42K -$102K -336 -16%
IAIM
1268
International Assets Investment Management
Florida
$1.93K +$183M +602,911 +26,328%
WCM
1269
Weaver Capital Management
Georgia
$629 – – –
HF
1270
HRT Financial
New York
– -$40.3M -135,341 Closed
QC
1271
Quadrature Capital
United Kingdom
– -$12M -40,405 Closed
GCIM
1272
Gunn & Company Investment Management
Florida
– -$9.27M -31,141 Closed
Renaissance Technologies
1273
Renaissance Technologies
New York
– -$6.22M -20,900 Closed
RL
1274
Retireful LLC
Michigan
– -$5.68M -19,082 Closed
SFC
1275
Strategic Financial Concepts
Texas
– -$60 -17,980 Closed
49 50
51
52 53

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.