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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
BCG
326
Breakwater Capital Group
New Jersey
$4.52M +$404K +1,408 +10%
NFG
327
Nadler Financial Group
Illinois
$4.5M +$43.1K +150 +1%
IF
328
Intrua Financial
Texas
$4.5M -$526K -1,831 -11%
PFA
329
Pure Financial Advisors
California
$4.41M -$47.7K -166 -1%
CWA
330
Consilio Wealth Advisors
Washington
$4.39M -$101K -351 -2%
BAAM
331
Baker Avenue Asset Management
California
$4.38M -$18.1K -63 -0.4%
PAWA
332
Palo Alto Wealth Advisors
California
$4.36M -$87.6K -305 -2%
WP
333
WMS Partners
Maryland
$4.35M
MFT
334
Moisand Fitzgerald Tamayo
Florida
$4.35M -$89.9K -313 -2%
HIA
335
Harbor Investment Advisory
Maryland
$4.35M -$96.8K -337 -2%
CGPCS
336
Capital Group Private Client Services
California
$4.3M +$2.29M +7,984 +124%
CFG
337
Citizens Financial Group
Rhode Island
$4.28M +$3.08M +10,722 +292%
HCA
338
Harbour Capital Advisors
Virginia
$4.27M -$144K -500 -3%
MWM
339
Mission Wealth Management
California
$4.24M +$455K +1,584 +12%
GVAG
340
Great Valley Advisor Group
Delaware
$4.23M -$40.5K -141 -1%
PFS
341
Prospera Financial Services
Texas
$4.22M -$316K -1,099 -7%
T. Rowe Price Associates
342
T. Rowe Price Associates
Maryland
$4.21M -$304K -1,059 -7%
IA
343
IFG Advisors
Missouri
$4.2M +$631K +2,198 +18%
P
344
&Partners
Tennessee
$4.18M +$886K +3,086 +28%
KWM
345
Kingsview Wealth Management
Oregon
$4.1M +$3M +10,453 +313%
PBO
346
Peoples Bank (Ohio)
Ohio
$4.07M -$8.61K -30 -0.2%
LPAM
347
Lodestar Private Asset Management
California
$4.06M -$51.1K -178 -1%
IC
348
Iconiq Capital
California
$4.04M +$6.32K +22 +0.2%
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$3.98M +$731K +2,546 +24%
SFS
350
Summit Financial Strategies
Ohio
$3.94M -$37.3K -130 -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.