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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.14B -$31.4M -103,767 -1%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.91B +$123M +405,129 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.34B -$76.8M -253,635 -6%
Bank of America
4
Bank of America
North Carolina
$1.14B -$1.64M -5,424 -0.1%
M&T Bank
5
M&T Bank
New York
$977M -$16M -52,761 -2%
Morgan Stanley
6
Morgan Stanley
New York
$887M +$6.89M +22,741 +0.8%
Northern Trust
7
Northern Trust
Illinois
$851M -$9.37M -30,927 -1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$776M -$4.42M -14,582 -0.6%
LPL Financial
9
LPL Financial
California
$753M +$15.9M +52,616 +2%
Goldman Sachs
10
Goldman Sachs
New York
$695M -$61.8M -204,138 -8%
BlackRock
11
BlackRock
New York
$545M -$151M -499,059 -22%
CCA
12
Catalyst Capital Advisors
New York
$480M -$29.8M -98,514 -6%
MRC
13
Millburn Ridgefield Corp
New York
$480M -$29.8M -98,514 -6%
Wells Fargo
14
Wells Fargo
California
$461M +$8.13M +26,852 +2%
JIC
15
Johnson Investment Counsel
Ohio
$406M +$3.33M +10,996 +0.9%
BF
16
BOK Financial
Oklahoma
$390M -$2.59M -8,545 -0.7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$383M -$898K -2,965 -0.2%
JP Morgan Chase
18
JP Morgan Chase
New York
$373M -$598K -1,975 -0.2%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$361M +$1.34M +4,412 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$313M +$241M +796,000 +398%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$299M -$6.23M -20,559 -2%
UBS Group
22
UBS Group
Switzerland
$290M +$4.44M +14,658 +2%
NMIFOAC
23
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$249M
LWMT
24
Legacy Wealth Management (Tennessee)
Tennessee
$246M -$1.64M -5,423 -0.7%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$245M -$3.67M -12,120 -2%

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.