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iShares Russell 1000 ETF

1,250 hedge funds and large institutions have $28.8B invested in iShares Russell 1000 ETF in 2024 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 358 increasing their positions, 420 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,779% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $863K

79% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 57

5% more funds holding in top 10

Funds holding in top 10: 9196 (+5)

2% more funds holding

Funds holding: 1,2221,250 (+28)

1% more capital invested

Capital invested by funds: $28.5B → $28.8B (+$268M)

4.05% less ownership

Funds ownership: 80.89%76.84% (-4.1%)

15% less repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 420

Holders
1,250
Holders Change
+28
Holders Change %
+2.29%
% of All Funds
18.05%
Holding in Top 10
96
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.49%
% of All Funds
1.39%
New
102
Increased
358
Reduced
420
Closed
57
Calls
$16.2M
Puts
$863K
Net Calls
+$15.4M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$9.18M +$16.7K +58 +0.2%
SWM
227
Spire Wealth Management
Virginia
$9.12M -$482K -1,679 -5%
AA
228
Axiom Advisory
California
$9.11M +$9.11M +31,712 New
HSA
229
HBK Sorce Advisory
Pennsylvania
$8.97M -$85.6K -298 -1%
ACA
230
Aptus Capital Advisors
Alabama
$8.95M -$259K -901 -3%
OFG
231
Omega Financial Group
California
$8.93M -$381K -1,326 -4%
FCM
232
Firestone Capital Management
Florida
$8.87M +$8.9K +31 +0.1%
ANBT
233
American National Bank & Trust
Texas
$8.85M
PFBT
234
Parkside Financial Bank & Trust
Missouri
$8.79M -$169K -587 -2%
AFP
235
Ausdal Financial Partners
Iowa
$8.71M -$308K -1,071 -4%
TCBWMS
236
Texas Capital Bank Wealth Management Services
Texas
$8.63M -$13.2K -46 -0.2%
CG
237
Caprock Group
Idaho
$8.54M +$287 +1 +0%
NSIM
238
North Star Investment Management
Illinois
$8.4M +$115K +400 +1%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$8.38M -$539K -1,877 -6%
QCG
240
Quadrant Capital Group
Ohio
$8.23M -$206K -716 -3%
CWM
241
Circle Wealth Management
New Jersey
$8.16M
SC
242
Sepio Capital
Utah
$7.96M
HWM
243
HB Wealth Management
Georgia
$7.95M +$140K +486 +2%
SIA
244
Stegner Investment Associates
Kentucky
$7.94M -$109K -378 -1%
GC
245
Garde Capital
Washington
$7.85M -$6.32K -22 -0.1%
MCM
246
MV Capital Management
Maryland
$7.84M +$20.1K +70 +0.3%
CS
247
Cannell & Spears
New York
$7.74M
IAN
248
Integrated Advisors Network
Texas
$7.69M -$789K -2,749 -10%
AWE
249
Avidian Wealth Enterprises
Texas
$7.62M +$212K +739 +3%
ITIM
250
Indiana Trust & Investment Management
Indiana
$7.62M

IWB Hedge Fund Activity: Q2 2024 in Review

1,250 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2024, worth a combined $28.8B — up 0.94% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IWB positions and 57 closed out — a net gain of 45 holders — while 358 added to existing stakes and 420 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $254M. The largest seller was BlackRock, cutting an estimated $628M.

  • 1,250 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2024, up from 1,222 in Q1 2024.
  • Funds reported $28.8B of iShares Russell 1000 ETF stock for Q2 2024, up 0.94% quarter-over-quarter.
  • 102 funds opened new iShares Russell 1000 ETF positions in Q2 2024 and 57 closed out, a net change of +45 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $254M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2024 was BlackRock, an estimated $628M sold.

Based on aggregated 13F filings for Q2 2024.