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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
CSWM
451
Cassady Schiller Wealth Management
Ohio
$2.26M
TFM
452
TFC Financial Management
Massachusetts
$2.25M -$194K -675 -8%
FTS
453
Fifth Third Securities
Ohio
$2.25M +$1.21M +4,213 +126%
Fiera Capital (Canada)
454
Fiera Capital (Canada)
Quebec, Canada
$2.24M
MWP
455
MYCIO Wealth Partners
Pennsylvania
$2.24M +$3.73K +13 +0.2%
EBA
456
Eagle Bay Advisors
New York
$2.24M -$84.1K -293 -4%
SFG
457
Sage Financial Group
Pennsylvania
$2.2M -$96.2K -335 -4%
BAMG
458
Brand Asset Management Group
Missouri
$2.2M -$28.7K -100 -1%
AIM
459
Acropolis Investment Management
Missouri
$2.19M
IA
460
IFP Advisors
Florida
$2.17M +$337K +1,173 +19%
CWM
461
Castle Wealth Management
Florida
$2.17M -$5.74K -20 -0.3%
OFS
462
Orrstown Financial Services
Pennsylvania
$2.15M
Qube Research & Technologies (QRT)
463
Qube Research & Technologies (QRT)
United Kingdom
$2.12M -$455K -1,584 -18%
RSS
464
Rosenblum Silverman Sutton
California
$2.11M
BFM
465
Broadview Financial Management
Wisconsin
$2.11M +$108K +375 +6%
HIP
466
HUB Investment Partners
Texas
$2.1M
ZIC
467
ZWJ Investment Counsel
Georgia
$2.09M +$620K +2,161 +44%
GAM
468
Gemmer Asset Management
California
$2.09M -$18.9K -66 -0.9%
Belvedere Trading
469
Belvedere Trading
Illinois
$2.07M +$2M +6,968 New
BFEC
470
Benjamin F. Edwards & Company
Missouri
$2.07M +$919K +3,201 +85%
ATI
471
ARK & TLK Investments
Oklahoma
$2.05M +$861 +3 +0%
LC
472
Landaas & Company
Wisconsin
$2.05M -$23.3K -81 -1%
AC
473
Abbrea Capital
California
$2.05M -$144K -500 -7%
GC
474
Gratus Capital
Georgia
$2.04M +$233K +810 +13%
FFM
475
Forum Financial Management
Illinois
$2.04M +$3.73K +13 +0.2%

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.