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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
EFS
526
Essex Financial Services
Connecticut
$1.59M +$154K +535 +11%
AFG
527
Allegheny Financial Group
Pennsylvania
$1.58M +$195K +680 +15%
SHFA
528
SC&H Financial Advisors
Maryland
$1.56M +$861 +3 +0.1%
TWA
529
Talisman Wealth Advisors
New Jersey
$1.55M -$2.01K -7 -0.1%
FCBT
530
First Citizens Bank & Trust
North Carolina
$1.54M -$25.8K -90 -2%
FWM
531
Fairhaven Wealth Management
Illinois
$1.54M
FLPIM
532
F.L. Putnam Investment Management
Massachusetts
$1.54M +$3.44K +12 +0.2%
PGWM
533
Parisi Gray Wealth Management
New Jersey
$1.53M -$861 -3 -0.1%
SRL
534
Scientech Research LLC
New Jersey
$1.53M +$1.47M +5,127 New
FFA
535
Farther Finance Advisors
California
$1.52M +$52.8K +184 +4%
FB
536
Fulton Bank
Pennsylvania
$1.5M -$76.1K -265 -5%
MCM
537
Morton Capital Management
California
$1.49M
CAM
538
Chandler Asset Management
California
$1.49M
CIAS
539
CFS Investment Advisory Services
New Jersey
$1.49M +$1.43M +4,997 New
AP
540
Adero Partners
California
$1.48M
SWA
541
Sightline Wealth Advisors
Connecticut
$1.47M +$1.44K +5 +0.1%
CCG
542
Cypress Capital Group
Florida
$1.47M -$21.8K -76 -2%
CWS
543
Cypress Wealth Services
California
$1.47M +$4.88K +17 +0.3%
WB
544
WesBanco Bank
West Virginia
$1.45M +$7.75K +27 +0.6%
PG
545
Patten Group
Tennessee
$1.45M +$41.3K +144 +3%
CAC
546
Certified Advisory Corp
Florida
$1.44M +$1.39M +4,849 New
SA
547
Strategic Advisors
New York
$1.44M -$259K -901 -16%
MOS
548
MGO One Seven
Ohio
$1.44M -$122K -425 -8%
TIA
549
Tiemann Investment Advisors
California
$1.43M
FPAS
550
Focus Partners Advisor Solutions
Missouri
$1.42M +$1.44K +5 +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.