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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
SW
1276
SVB Wealth
Massachusetts
– -$5.18M -17,409 Closed
SIAS
1277
Summit Investment Advisory Services
Minnesota
– -$4.67M -15,705 Closed
Marshall Wace
1278
Marshall Wace
United Kingdom
– -$2.56M -8,592 Closed
Belvedere Trading
1279
Belvedere Trading
Illinois
– -$2.07M -6,968 Closed
FHC
1280
First Heartland Consultants
Missouri
– -$1.69K -5,671 Closed
GSC
1281
Ground Swell Capital
South Carolina
– -$1.62M -5,457 Closed
SRL
1282
Scientech Research LLC
New Jersey
– -$1.53M -5,127 Closed
FTUS
1283
Flow Traders U.S.
New York
– -$1.27M -4,269 Closed
ARC
1284
Advisor Resource Council
Texas
– -$1.08M -3,639 Closed
LSPW
1285
Lake Street Private Wealth
Illinois
– -$1.01M -3,379 Closed
PCM
1286
Prelude Capital Management
New York
– -$744K -2,500 Closed
TI
1287
Trexquant Investment
Connecticut
– -$709K -2,383 Closed
BGIM
1288
Brandywine Global Investment Management
Pennsylvania
– -$666K -2,240 Closed
GI
1289
GLOBALT Investments
Georgia
– -$510K -1,715 Closed
GSEP
1290
Golden State Equity Partners
California
– -$469K -1,577 Closed
LMKC
1291
L.M. Kohn & Company
Ohio
– -$330K -1,110 Closed
NC
1292
Napatree Capital
Rhode Island
– -$326K -1,094 Closed
XT
1293
XTX Topco
Cayman Islands
– -$303K -1,019 Closed
SFI
1294
SPC Financial Inc
Maryland
– -$298K -1,002 Closed
HR
1295
Hardy Reed
Mississippi
– -$295K -992 Closed
RFG
1296
Range Financial Group
Oregon
– -$290K -974 Closed
IAA
1297
Independent Advisor Alliance
North Carolina
– -$283K -952 Closed
UAG
1298
United Advisor Group
Ohio
– -$271K -912 Closed
TFS
1299
Thoroughbred Financial Services
Tennessee
– -$270K -908 Closed
BCM
1300
Bayesian Capital Management
New York
– -$257K -865 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.