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iShares Russell 1000 ETF
IWB

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: 91 → 96 (+5)

2% more funds holding

Funds holding: 1,222 → 1,250 (+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

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$254M
2
Millennium Management
Millennium Management
New York
+$100M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$90.7M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$57.4M
5
CA
Cambridge Associates
Massachusetts
+$41.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$628M
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$180M
3
UBS Group
UBS Group
Switzerland
-$113M
4
GH
Geisinger Health
Pennsylvania
-$103M
5
DLIC
Daido Life Insurance Company
Japan
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
DLIC
26
Daido Life Insurance Company
Japan
$230M -$103M -358,960 -32%
CM
27
Churchill Management
California
$222M -$1.59M -5,532 -0.7%
CFA
28
Capstone Financial Advisors
Illinois
$205M -$3.66M -12,749 -2%
Creative Planning
29
Creative Planning
Kansas
$199M -$2.01M -6,998 -1%
Cerity Partners
30
Cerity Partners
New York
$198M -$3.43M -11,949 -2%
Comerica Bank
31
Comerica Bank
Texas
$197M -$5.97M -20,791 -3%
TIAA Trust, National Association
32
TIAA Trust, National Association
North Carolina
$193M -$17.4M -60,618 -9%
US Bancorp
33
US Bancorp
Minnesota
$180M +$2.65M +9,219 +2%
RCIM
34
Red Cedar Investment Management
Michigan
$158M -$14.9M -51,911 -9%
Empower Advisory Group
35
Empower Advisory Group
Colorado
$156M -$5.96M -20,747 -4%
Mariner
36
Mariner
Kansas
$149M -$916K -3,192 -0.6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$147M +$31.8M +110,701 +29%
HighTower Advisors
38
HighTower Advisors
Illinois
$145M -$6.71M -23,364 -5%
Ameriprise
39
Ameriprise
Minnesota
$144M -$4.28M -14,894 -3%
HHGA
40
Halbert Hargrove Global Advisors
California
$137M +$342K +1,190 +0.3%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$124M -$196K -682 -0.2%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$123M -$567K -1,975 -0.5%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$123M +$11M +38,337 +10%
Truist Financial
44
Truist Financial
North Carolina
$121M -$85K -296 -0.1%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$120M -$271K -944 -0.2%
MLFP
46
MPS Loria Financial Planners
Illinois
$113M -$1.83M -6,389 -2%
Millennium Management
47
Millennium Management
New York
$106M +$100M +348,824 +4,016%
AIA
48
Arbor Investment Advisors
North Carolina
$105M -$1.1M -3,824 -1%
WA
49
Waverly Advisors
Alabama
$103M -$4.34M -15,105 -4%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$96.4M +$28.8M +100,480 +45%
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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.