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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
ECG
301
Edge Capital Group
Georgia
$5.2M -$121K -420 -2%
CAG
302
Csenge Advisory Group
Florida
$5.18M +$146K +509 +3%
SW
303
SVB Wealth
Massachusetts
$5.18M -$2.07M -7,194 -29%
FC
304
FCA Corp
Texas
$5.14M +$5.17K +18 +0.1%
RBC
305
Roble Belko & Company
Pennsylvania
$5.12M -$34.2K -119 -0.7%
LW
306
Linscomb Wealth
Texas
$5.1M -$72.1K -251 -1%
PCMC
307
Private Capital Management (Colorado)
Colorado
$5.1M +$185K +643 +4%
ONB
308
Old National Bancorp
Indiana
$5.07M +$115K +401 +2%
RFC
309
Regions Financial Corp
Alabama
$5.05M +$18.7K +65 +0.4%
SWM
310
Shelton Wealth Management
Texas
$5.02M -$347K -1,210 -7%
DWM
311
Destination Wealth Management
California
$5M -$80.4K -280 -2%
SFA
312
Seneca Financial Advisors
New York
$4.96M -$262K -911 -5%
SIA
313
Strategic Investment Advisors
Michigan
$4.87M -$179K -622 -4%
FWIA
314
Fort Washington Investment Advisors
Ohio
$4.82M -$52.3K -182 -1%
Franklin Resources
315
Franklin Resources
California
$4.78M +$95.6K +333 +2%
LTL
316
Lowery Thomas LLC
California
$4.74M +$10.6K +37 +0.2%
ST
317
Sageworth Trust
Pennsylvania
$4.72M
SIAS
318
Summit Investment Advisory Services
Minnesota
$4.67M +$4.51M +15,705 New
CG
319
Corundum Group
Colorado
$4.64M +$2.17M +7,555 +94%
KeyBank National Association
320
KeyBank National Association
Ohio
$4.63M +$61.7K +215 +1%
VWA
321
Visionary Wealth Advisors
Illinois
$4.6M +$10.3K +36 +0.2%
FFB
322
First Financial Bankshares
Texas
$4.6M
FHA
323
First Horizon Advisors
Tennessee
$4.59M +$383K +1,334 +9%
SCTC
324
Sanibel Captiva Trust Company
Florida
$4.57M
UCFA
325
United Capital Financial Advisors
Texas
$4.54M +$299K +1,043 +7%

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.