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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
FPCP
251
Fort Point Capital Partners
California
$7.61M -$164K -571 -2%
TPCW
252
TD Private Client Wealth
New York
$7.59M -$391K -1,363 -5%
LGWM
253
Litman Gregory Wealth Management
California
$7.51M -$225K -784 -3%
AIA
254
Arcadia Investment Advisors
Idaho
$7.51M -$6.03K -21 -0.1%
HI
255
Humankind Investments
New York
$7.46M
CMBA
256
C.M. Bidwell & Associates
Hawaii
$7.45M -$609K -2,122 -8%
AC
257
Avestar Capital
New York
$7.44M -$350K -1,219 -5%
FHB
258
First Hawaiian Bank
Hawaii
$7.37M -$609K -2,122 -8%
CIC
259
Chilton Investment Company
Connecticut
$7.3M
CWA
260
CM Wealth Advisors
Ohio
$7.25M -$11M -38,155 -61%
Lido Advisors
261
Lido Advisors
California
$7.16M -$419K -1,459 -6%
SW
262
Simplicity Wealth
New Jersey
$7.15M -$6.57M -22,885 -49%
BNP Paribas Financial Markets
263
BNP Paribas Financial Markets
France
$6.96M +$2.24M +7,790 +50%
BFG
264
Bleakley Financial Group
New Jersey
$6.78M -$6.57M -22,885 -50%
LNWWM
265
Laird Norton Wetherby Wealth Management
California
$6.74M
TCWA
266
Turtle Creek Wealth Advisors
Texas
$6.65M -$29K -101 -0.4%
KA
267
Klingman & Associates
New York
$6.58M
VFA
268
Valeo Financial Advisors
Indiana
$6.5M -$397K -1,382 -6%
TSS
269
Two Sigma Securities
New York
$6.41M +$6.19M +21,553 New
USWIA
270
UP Strategic Wealth Investment Advisors
Pennsylvania
$6.4M
BIM
271
Bridges Investment Management
Nebraska
$6.28M +$6.06M +21,090 New
Renaissance Technologies
272
Renaissance Technologies
New York
$6.22M +$6M +20,900 New
MG
273
Mather Group
Illinois
$6.21M +$3.83M +13,329 +162%
RIS
274
Retirement Income Solutions
Michigan
$6.18M -$211K -734 -3%
WPW
275
Waldron Private Wealth
Pennsylvania
$6.16M -$127K -442 -2%

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.