We are live on ! Find out more
IWB icon

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
GA
1301
Greenspring Advisors
Maryland
– -$254K -854 Closed
TTWM
1302
TCV Trust & Wealth Management
Virginia
– -$245K -824 Closed
AMCA
1303
Arthur M. Cohen & Associates
Illinois
– -$236K -795 Closed
IA
1304
IFG Advisory
Georgia
– -$215K -722 Closed
MC
1305
Moors & Cabot
Massachusetts
– -$210K -705 Closed
QWM
1306
Quadcap Wealth Management
Texas
– -$207K -696 Closed
BTWM
1307
Baker Tilly Wealth Management
Wisconsin
– -$202K -680 Closed
RFG
1308
RFP Financial Group
Georgia
– -$168K -565 Closed
QT
1309
Quantbot Technologies
New York
– -$143K -481 Closed
CBT
1310
Central Bank & Trust
Kentucky
– -$80.3K -270 Closed
CAL
1311
Capital Analysts LLC
Pennsylvania
– -$65K -219 Closed
Simplex Trading
1312
Simplex Trading
Illinois
– -$53K -181 Closed
KFS
1313
Kelly Financial Services
Massachusetts
– -$52.1K -175 Closed
CT
1314
Clearstead Trust
Maine
– -$48.2K -162 Closed
RIA
1315
Realta Investment Advisors
Delaware
– -$39.5K -133 Closed
SRCM
1316
Signature Resources Capital Management
California
– -$23.2K -78 Closed
AWM
1317
Atticus Wealth Management
Florida
– -$16.7K -56 Closed
AIM
1318
ARK Investment Management
Florida
– -$10.1K -34 Closed
NFSG
1319
Newbridge Financial Services Group
Florida
– -$4.93K -17 Closed
CP
1320
Castleview Partners
Texas
– -$3.57K -12 Closed
IC
1321
Innealta Capital
Texas
– -$894 -3 Closed
PIM
1322
Progressive Investment Management
Oregon
– -$595 -2 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.