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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
TFGT
476
TS Financial Group (TSFG)
Illinois
$2.04M -$90.4K -315 -4%
WB
477
Webster Bank
Connecticut
$1.99M +$83.3K +290 +5%
CAAM
478
Cornerstone Advisors Asset Management
Pennsylvania
$1.99M +$317K +1,103 +20%
BAM
479
Belpointe Asset Management
Nevada
$1.98M -$1.16M -4,039 -38%
GG
480
GenWealth Group
New Jersey
$1.98M -$55.7K -194 -3%
JJBC
481
James J. Burns & Company
New York
$1.98M +$1.62M +5,653 +573%
DWT
482
Dorsey & Whitney Trust
South Dakota
$1.96M
CFA
483
Cahill Financial Advisors
Minnesota
$1.96M
PA
484
Parallel Advisors
California
$1.95M -$36.2K -126 -2%
X
485
Xponance
Pennsylvania
$1.95M -$1.16M -4,046 -38%
MSRPS
486
Maryland State Retirement & Pension System
Maryland
$1.95M -$4.45M -15,482 -70%
EGM
487
Engineers Gate Manager
New York
$1.92M +$1.85M +6,458 New
IRC
488
Investors Research Corp
Georgia
$1.91M -$4.88K -17 -0.3%
BBW
489
Blue Barn Wealth
Utah
$1.89M -$34.7K -121 -2%
VPP
490
Vertex Planning Partners
Illinois
$1.88M
ABC
491
Associated Banc-Corp
Wisconsin
$1.87M -$2.01K -7 -0.1%
CCT
492
Capital City Trust
Florida
$1.86M +$8.33K +29 +0.5%
TAM
493
Townsend Asset Management
North Carolina
$1.83M -$37.3K -130 -2%
RPC
494
Rossmore Private Capital
Connecticut
$1.83M
RWA
495
River Wealth Advisors
Pennsylvania
$1.78M
ACM
496
Ardent Capital Management
Ohio
$1.76M
NAM
497
NorthCrest Asset Manangement
Minnesota
$1.76M -$4.02K -14 -0.2%
OAS
498
Optivise Advisory Services
Tennessee
$1.75M +$1.69M +5,887 New
CT
499
Coastline Trust
Rhode Island
$1.74M -$9.76K -34 -0.6%
MFGP
500
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.72M +$2.3K +8 +0.1%

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.