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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
BWA
176
Bordeaux Wealth Advisors
California
$15.3M -$87.8K -290 -0.6%
CWM
177
Campbell Wealth Management
Virginia
$15.1M +$14.6M +48,120 New
RP
178
Rice Partnership
Hawaii
$15M +$504K +1,664 +4%
GWS
179
Glassman Wealth Services
Virginia
$14.6M -$35.4K -117 -0.3%
TC
180
Trust Company
Kansas
$14.1M -$4.46M -14,711 -25%
AG
181
AlTi Global
New York
$13.9M -$148K -489 -1%
CB
182
Centennial Bank
Arkansas
$13.9M -$536K -1,770 -4%
SC
183
Savant Capital
Illinois
$13.7M +$158K +521 +1%
Bessemer Group
184
Bessemer Group
New Jersey
$13.6M -$4.85K -16 -0%
LI
185
Latigo Investments
Florida
$13.4M
NEPWA
186
New England Private Wealth Advisors
Massachusetts
$13.2M -$40.3K -133 -0.3%
GT
187
Glenview Trust
Kentucky
$13.1M -$158K -522 -1%
JFG
188
JMG Financial Group
Illinois
$13.1M +$1.28M +4,230 +11%
FA
189
Fiducient Advisors
Illinois
$13M -$82.1K -271 -0.7%
YIA
190
YHB Investment Advisors
Connecticut
$12.9M +$1.32M +4,361 +12%
PAG
191
Private Advisor Group
New Jersey
$12.8M -$524K -1,731 -4%
JIP
192
Jaffetilchin Investment Partners
Florida
$12.5M +$32.7K +108 +0.3%
CGL
193
Clarius Group LLC
Washington
$12.4M
LNWTC
194
Laird Norton Wetherby Trust Company
Washington
$12.2M -$454K -1,500 -4%
JSW
195
Journey Strategic Wealth
New Jersey
$12.2M +$638K +2,108 +6%
FT
196
Fiduciary Trust
Massachusetts
$12.1M +$9.38M +30,963 +405%
Tudor Investment Corp
197
Tudor Investment Corp
Connecticut
$12M +$8.99M +29,697 +354%
BFS
198
Bradley Foster & Sargent
Connecticut
$11.9M -$106K -351 -0.9%
BCWM
199
Bartlett & Co Wealth Management
Ohio
$11.9M -$3.33K -11 -0%
SWP
200
Stratos Wealth Partners
Ohio
$11.5M +$66K +218 +0.6%

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.