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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
DADC
376
D.A. Davidson & Co
Montana
$3.28M -$1.09M -3,789 -26%
AI
377
Accredited Investors
Minnesota
$3.23M
PGFC
378
Peapack-Gladstone Financial Corp
New Jersey
$3.22M -$21.5K -75 -0.7%
HCMT
379
Highland Capital Management (Tennessee)
Tennessee
$3.21M +$305K +1,061 +11%
DWM
380
Dakota Wealth Management
Florida
$3.2M -$25.3K -88 -0.8%
RWMH
381
Riverpoint Wealth Management Holdings
Illinois
$3.18M +$7.75K +27 +0.3%
SHGA
382
Sand Hill Global Advisors
California
$3.17M -$180K -626 -6%
FWTB
383
First Western Trust Bank
Colorado
$3.16M
ASN
384
Advisory Services Network
Georgia
$3.14M +$116K +404 +4%
MWS
385
Maxwell Wealth Strategies
California
$3.14M
GIA
386
Guyasuta Investment Advisors
Pennsylvania
$3.12M
MFG
387
Merit Financial Group
Georgia
$3.08M +$10.3K +36 +0.3%
PSA
388
Plum Street Advisors
Louisiana
$3.08M +$109K +381 +4%
OP
389
ORG Partners
Indiana
$3.06M +$2.94M +10,253 New
PCM
390
Parsons Capital Management
Rhode Island
$3.05M +$365K +1,271 +14%
AF
391
Apexium Financial
Texas
$3.05M -$51.1K -178 -2%
ACI
392
Alpha Cubed Investments
California
$3.05M -$141K -490 -5%
HTC
393
Haverford Trust Company
Pennsylvania
$3.04M -$959K -3,339 -25%
EK
394
Evensky & Katz
Florida
$3.02M -$7.18K -25 -0.2%
LSA
395
Lansing Street Advisors
Pennsylvania
$3.01M +$7.18K +25 +0.2%
GCA
396
Genesee Capital Advisors
New York
$2.99M +$7.18K +25 +0.2%
CWM
397
Cranbrook Wealth Management
Michigan
$2.99M -$151K -525 -5%
RCAG
398
Rehmann Capital Advisory Group
Michigan
$2.98M +$574 +2 +0%
DWM
399
Dynasty Wealth Management
Florida
$2.94M -$188K -654 -6%
CCA
400
Checchi Capital Advisers
California
$2.92M

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.