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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
EWA
276
EP Wealth Advisors
California
$6.04M +$720K +2,507 +14%
TCB
277
Texas Capital Bancshares
Texas
$6.01M -$104K -361 -2%
AllianceBernstein
278
AllianceBernstein
Tennessee
$6M +$24.1K +84 +0.4%
LCOV
279
London Company of Virginia
Virginia
$6M +$5.59M +19,462 +2,761%
EAM
280
Evanson Asset Management
California
$5.88M +$3.44K +12 +0.1%
SA
281
SpiderRock Advisors
Delaware
$5.87M +$2.97M +10,348 +110%
SPA
282
Sentinel Pension Advisors
Massachusetts
$5.75M -$57.4K -200 -1%
PCWA
283
Pacific Capital Wealth Advisors
California
$5.72M
RL
284
Retireful LLC
Michigan
$5.68M +$5.48M +19,082 New
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$5.67M +$2.12M +7,372 +63%
SMA
286
Sage Mountain Advisors
Georgia
$5.64M +$319K +1,112 +6%
B
287
Bensler
Washington
$5.64M -$83.6K -291 -2%
AWM
288
Avior Wealth Management
Nebraska
$5.62M -$1.84M -6,411 -25%
TDWM
289
Topel & Distasi Wealth Management
California
$5.53M +$81.3K +283 +2%
SWM
290
SigFig Wealth Management
California
$5.51M -$279K -973 -5%
Financial Engines Advisors
291
Financial Engines Advisors
California
$5.48M +$1.05M +3,671 +25%
ACA
292
Anchor Capital Advisors
Massachusetts
$5.48M +$40.8K +142 +0.8%
Kayne Anderson Rudnick Investment Management
293
Kayne Anderson Rudnick Investment Management
California
$5.47M -$31.9K -111 -0.6%
BRWA
294
B. Riley Wealth Advisors
Florida
$5.44M +$679K +2,366 +15%
MCCA
295
Mill Creek Capital Advisors
Pennsylvania
$5.41M +$1.72K +6 +0%
SA
296
Sanctuary Advisors
Indiana
$5.4M +$5.55M +19,328 New
STA
297
Summit Trail Advisors
New York
$5.4M +$287 +1 +0%
HCC
298
Hirtle Callaghan & Co
Pennsylvania
$5.35M -$51.7K -180 -1%
Natixis Advisors
299
Natixis Advisors
Massachusetts
$5.27M +$1.71M +5,959 +51%
Citigroup
300
Citigroup
New York
$5.22M -$68.9K -240 -1%

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.