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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
GCM
351
G2 Capital Management
Ohio
$3.93M -$684K -2,383 -15%
AC
352
Apella Capital
Connecticut
$3.92M
ERWM
353
Elk River Wealth Management
Colorado
$3.89M -$40.5K -141 -1%
APF
354
Alaska Permanent Fund
Alaska
$3.83M
SCA
355
St. Clair Advisors
Ohio
$3.81M -$8.33K -29 -0.2%
CF
356
Corrigan Financial
Rhode Island
$3.78M
CPIG
357
Chicago Partners Investment Group
Illinois
$3.76M +$772K +2,688 +27%
AFG
358
Atomi Financial Group
New York
$3.76M +$1.5M +5,212 +70%
PL
359
Plancorp LLC
Missouri
$3.71M -$279K -972 -7%
LI
360
LMCG Investments
Massachusetts
$3.7M -$74.4K -259 -2%
TRCT
361
Tower Research Capital (TRC)
New York
$3.65M +$3.25M +11,320 +1,199%
QCM
362
Quantinno Capital Management
New York
$3.65M -$118K -411 -3%
HIS
363
Horizon Investment Services
Indiana
$3.61M +$31K +108 +0.9%
RWP
364
RWA Wealth Partners
Massachusetts
$3.57M +$173K +602 +5%
FMWA
365
Forvis Mazars Wealth Advisors
Missouri
$3.56M -$70.9K -247 -2%
PTC
366
Philadelphia Trust Company
Pennsylvania
$3.55M +$3.22M +11,218 +1,541%
HA
367
HFG Advisors
Ohio
$3.53M -$43.4K -151 -1%
GAG
368
GM Advisory Group
New York
$3.51M +$6.32K +22 +0.2%
NFC
369
Northeast Financial Consultants
Connecticut
$3.46M +$2.85M +9,934 +582%
PFM
370
Phillips Financial Management
Indiana
$3.42M -$56.9K -198 -2%
FCH
371
Freestone Capital Holdings
Washington
$3.41M +$15.8K +55 +0.5%
SB
372
Strategic Blueprint
Georgia
$3.4M +$24.7K +86 +0.8%
TFF
373
The Family Firm
Maryland
$3.37M +$7.46K +26 +0.2%
ALWM
374
Andrews Lucia Wealth Management
California
$3.34M +$1.64M +5,696 +100%
HH
375
Hilltop Holdings
Texas
$3.32M -$82.4K -287 -3%

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.