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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
GT
151
Glenmede Trust
Pennsylvania
$19.6M
BFM
152
Boston Financial Management
Massachusetts
$19.5M +$1.15M +3,813 +7%
CWG
153
Cornerstone Wealth Group
North Carolina
$19.4M -$560K -1,849 -3%
TPI
154
Trust Point Inc
Wisconsin
$19M
APW
155
Austin Private Wealth
Texas
$18.9M -$182K -600 -1%
MGIA
156
Moneta Group Investment Advisors
Missouri
$18.9M -$246K -812 -1%
IWC
157
Integrated Wealth Concepts
Massachusetts
$18.2M +$884K +2,918 +5%
RMDI
158
R.M. Davis Inc
Maine
$18.2M -$427K -1,410 -2%
FSA
159
Financial Services Advisory
Maryland
$18.1M +$253K +834 +1%
PWM
160
Perigon Wealth Management
California
$17.3M -$22.1K -73 -0.1%
BPWM
161
Badgley Phelps Wealth Managers
Washington
$17.2M -$481K -1,587 -3%
MKW
162
Mullaney, Keating & Wright
Connecticut
$17.2M +$214K +707 +1%
AA
163
Auxano Advisors
Washington
$17.1M -$189K -625 -1%
JFGIW
164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17M -$812K -2,680 -5%
TFCP
165
Twin Focus Capital Partners
Massachusetts
$17M +$77.2K +255 +0.5%
BCI
166
Brinker Capital Investments
Pennsylvania
$16.7M +$1.14M +3,749 +8%
OPS
167
Orion Portfolio Solutions
Nebraska
$16.7M +$1.14M +3,749 +8%
CRC
168
Curi RMB Capital
Illinois
$16.7M -$262K -865 -2%
CI
169
Chartist Inc
California
$16.7M -$302K -998 -2%
1WM
170
1900 Wealth Management
Texas
$16.5M +$772K +2,550 +5%
HNB
171
Huntington National Bank
Ohio
$16.3M
UB
172
UMB Bank
Missouri
$16.2M -$18.5K -61 -0.1%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$16.1M +$656K +2,166 +4%
TIM
174
Tortoise Investment Management
New York
$15.8M -$11.8K -39 -0.1%
Legal & General Group
175
Legal & General Group
United Kingdom
$15.8M -$9.28M -30,632 -38%

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.