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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
AQR Capital Management
401
AQR Capital Management
Connecticut
$2.92M +$420K +1,463 +18%
JWM
402
JFG Wealth Management
Colorado
$2.91M +$564K +1,963 +25%
WCF
403
West Coast Financial
California
$2.9M
Vanguard Group
404
Vanguard Group
Pennsylvania
$2.89M +$6.89K +24 +0.2%
GIA
405
GHP Investment Advisors
Colorado
$2.88M -$38.5K -134 -1%
DT
406
Diversified Trust
Tennessee
$2.87M
KFP
407
KMG Fiduciary Partners
Ohio
$2.84M -$49.4K -172 -2%
FIM
408
Fernwood Investment Management
Massachusetts
$2.83M
TAM
409
Tocqueville Asset Management
New York
$2.81M -$8.61K -30 -0.3%
LDB
410
Lee, Danner & Bass
Tennessee
$2.79M +$2.7M +9,390 New
SVWAG
411
Sound View Wealth Advisors Group
Georgia
$2.78M +$151K +525 +6%
HHRDM
412
H&H Retirement Design & Management
Nevada
$2.78M -$16.7K -58 -0.6%
AG
413
Ascent Group
Virginia
$2.76M -$256K -891 -9%
EIP
414
Ellis Investment Partners
Pennsylvania
$2.76M +$137K +476 +5%
PA
415
Procyon Advisors
Connecticut
$2.76M +$1.32M +4,613 +99%
GWANC
416
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.71M -$229K -799 -8%
BFG
417
Beacon Financial Group
Texas
$2.66M -$185K -644 -7%
SFS
418
Security Financial Services
Indiana
$2.66M -$1.12M -3,896 -30%
Squarepoint
419
Squarepoint
New York
$2.64M +$2.55M +8,869 New
MCM
420
Manchester Capital Management
Vermont
$2.64M -$97K -338 -4%
FFG
421
Fiduciary Financial Group
California
$2.62M +$2.43M +8,464 New
CIS
422
Custom Index Systems
New York
$2.6M -$471K -1,642 -16%
AF
423
Allworth Financial
California
$2.6M +$47.1K +164 +2%
CWP
424
CFM Wealth Partners
Texas
$2.59M -$116K -404 -4%
MA
425
Mutual Advisors
Nebraska
$2.57M -$113K -393 -4%

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.