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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
SCM
551
Stordahl Capital Management
Colorado
$1.42M -$60.3K -210 -4%
CFGA
552
Cambridge Financial Group (Arizona)
Arizona
$1.41M +$1.15K +4 +0.1%
HNWA
553
Henrickson Nauta Wealth Advisors
Michigan
$1.41M -$37.6K -131 -3%
KCM
554
KM Capital Management
Texas
$1.4M +$313K +1,090 +30%
JWCA
555
J.W. Cole Advisors
Florida
$1.37M +$42.2K +147 +3%
WCP
556
Wick Capital Partners
Pennsylvania
$1.37M +$1.32M +4,609 New
FFC
557
First Financial Corp
Indiana
$1.37M
LFWA
558
LBJ Family Wealth Advisors
Texas
$1.36M +$2.3K +8 +0.2%
NW
559
NewEdge Wealth
Pennsylvania
$1.35M -$17.2K -60 -1%
FRA
560
Frank Rimerman Advisors
California
$1.35M
RWM
561
Rockwood Wealth Management
Pennsylvania
$1.33M -$53.7K -187 -4%
MAM
562
McCarthy Asset Management
California
$1.32M +$1.15K +4 +0.1%
AIM
563
Avity Investment Management
Connecticut
$1.31M +$3.73K +13 +0.3%
IW
564
Instrumental Wealth
Florida
$1.3M
PCIA
565
Prime Capital Investment Advisors
Kansas
$1.3M -$19.8M -68,940 -94%
RC
566
Rovin Capital
Arizona
$1.29M -$10.6K -37 -0.8%
ET
567
Equitable Trust
Tennessee
$1.28M
CWC
568
Carolinas Wealth Consulting
North Carolina
$1.28M +$2.87K +10 +0.2%
TI
569
Truepoint Inc
Ohio
$1.27M -$27.6K -96 -2%
FTUS
570
Flow Traders U.S.
New York
$1.27M +$1.23M +4,269 New
LIM
571
Leavell Investment Management
Alabama
$1.26M
CFO
572
Callan Family Office
Pennsylvania
$1.25M +$415K +1,444 +52%
CC
573
Callan Capital
California
$1.25M +$861 +3 +0.1%
VBFG
574
Vishria Bird Financial Group
Tennessee
$1.24M
EL
575
EQ LLC
Washington
$1.24M +$574 +2 +0%

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.