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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
SHJ
501
Sharkey, Howes & Javer
Colorado
$1.72M
ST
502
Smithfield Trust
Pennsylvania
$1.72M -$6.89K -24 -0.4%
ATC
503
Argent Trust Co
Tennessee
$1.71M
EWM
504
Empirical Wealth Management
Washington
$1.7M -$4.59K -16 -0.3%
AL
505
ADE LLC
Maryland
$1.7M +$1.44K +5 +0.1%
CFG
506
Clayton Financial Group
Missouri
$1.69M +$138K +481 +9%
CA
507
Cornerstone Advisory
Maryland
$1.69M +$19.8K +69 +1%
PAS
508
Park Avenue Securities
New York
$1.69M +$63.5K +221 +4%
WW
509
Westshore Wealth
California
$1.69M -$81.8K -285 -5%
HPM
510
Hoxton Planning & Management
West Virginia
$1.68M -$58K -202 -3%
GL
511
Graypoint LLC
New York
$1.68M -$73.8K -257 -4%
AI
512
Auour Investments
Massachusetts
$1.67M -$32.7K -114 -2%
CCA
513
Carrera Capital Advisors
Michigan
$1.66M +$1.6M +5,590 New
ADL
514
Asset Dedication LLC
California
$1.66M -$6.6K -23 -0.4%
SB
515
Simmons Bank
Arkansas
$1.66M -$291K -1,012 -15%
SF
516
Summit Financial
New Jersey
$1.66M +$1.12M +3,886 +229%
FBFS
517
First Business Financial Services
Wisconsin
$1.66M
VCM
518
Vision Capital Management
Oregon
$1.66M -$5.46K -19 -0.3%
JIC
519
Joel Isaacson & Co
New York
$1.63M +$1.44K +5 +0.1%
GSC
520
Ground Swell Capital
South Carolina
$1.62M +$1.57M +5,457 New
PP
521
Pegasus Partners
Wisconsin
$1.62M
SEI Investments
522
SEI Investments
Pennsylvania
$1.62M -$56.9K -198 -4%
MFA
523
Mayflower Financial Advisors
Massachusetts
$1.62M +$124K +432 +9%
MW
524
Members Wealth
Pennsylvania
$1.61M +$1.36M +4,720 New
PCA
525
Peddock Capital Advisors
Massachusetts
$1.6M +$29.6K +103 +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.