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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
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$11.3M +$14.8K +49 +0.1%
EPP
202
ETF Portfolio Partners
Kansas
$11.3M -$99K -327 -0.9%
ACM
203
Advance Capital Management
Michigan
$11.2M -$257K -849 -2%
FCA
204
FinTrust Capital Advisors
South Carolina
$11.1M +$942K +3,111 +10%
KAH
205
Kathryn A. Hall
$11.1M
CAM
206
Campion Asset Management
Virginia
$11M -$407K -1,344 -4%
AWS
207
Atria Wealth Solutions
New York
$11M -$73.9K -244 -0.7%
GLLW
208
Graves Light Lenhart Wealth
Virginia
$10.7M -$2.58M -8,517 -20%
NC
209
NewSquare Capital
Pennsylvania
$10.7M +$195K +645 +2%
BFA
210
Brown Financial Advisory
Alabama
$10.6M -$166K -548 -2%
HIG
211
Heritage Investment Group
Florida
$10.5M -$56.3K -186 -0.6%
OFG
212
Oxford Financial Group
Indiana
$10.3M -$1.06M -3,503 -10%
HC
213
Hamilton Capital
Ohio
$10.1M
AQR Capital Management
214
AQR Capital Management
Connecticut
$10M +$6.66M +22,001 +225%
SWP
215
Summit Wealth Partners
Florida
$9.88M -$402K -1,328 -4%
FC
216
Fiduciary Counselling
Minnesota
$9.83M
CPSAC
217
Chas P. Smith & Associates (CPS)
Florida
$9.79M
AA
218
Axiom Advisory
California
$9.78M +$165K +546 +2%
SSB
219
Sandy Spring Bank
Maryland
$9.78M +$74.2K +245 +0.8%
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$9.72M
AAS
221
Avantax Advisory Services
Texas
$9.62M -$1.15M -3,781 -11%
HSA
222
HBK Sorce Advisory
Pennsylvania
$9.5M +$12.7K +42 +0.1%
SWM
223
Spire Wealth Management
Virginia
$9.48M -$151K -498 -2%
ACA
224
Aptus Capital Advisors
Alabama
$9.45M -$3.94K -13 -0%
FCM
225
Firestone Capital Management
Florida
$9.38M +$13.3K +44 +0.1%

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.