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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
FCI
576
Financial Counselors Inc
Kansas
$1.23M +$18.7K +65 +2%
1CP
577
17 Capital Partners
Arizona
$1.21M +$69.5K +242 +6%
FNT
578
First National Trust
Pennsylvania
$1.21M
NCM
579
Neumann Capital Management
California
$1.21M -$18.4K -64 -2%
PFG
580
Pacific Financial Group
Washington
$1.2M
LT
581
Legacy Trust
Michigan
$1.2M -$57.4K -200 -5%
PJWM
582
Philip James Wealth Mangement
Georgia
$1.2M +$2.87K +10 +0.2%
HWA
583
Heritage Wealth Advisors
Virginia
$1.19M
ACM
584
Alcosta Capital Management
California
$1.19M
EI
585
Ellevest Inc
New York
$1.18M
CIA
586
Choate Investment Advisors
Massachusetts
$1.18M
ERIM
587
Eagle Ridge Investment Management
Connecticut
$1.18M +$268K +933 +31%
BL
588
Balentine LLC
Georgia
$1.18M
CWM
589
Concentric Wealth Management
California
$1.17M +$15.8K +55 +1%
ACM
590
Advisors Capital Management
New Jersey
$1.15M
KFI
591
Key Financial Inc
Pennsylvania
$1.14M
CAAS
592
Capital Asset Advisory Services
Michigan
$1.14M -$57.7K -201 -5%
HW
593
Hancock Whitney
Mississippi
$1.14M
GLA
594
Good Life Advisors
Pennsylvania
$1.14M -$54K -188 -5%
ES
595
Eagle Strategies
New York
$1.14M +$58.3K +203 +6%
TWM
596
Tanager Wealth Management
United Kingdom
$1.13M
WA
597
Wealthstream Advisors
New York
$1.13M
VF
598
Vawter Financial
Ohio
$1.12M
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$1.12M +$168K +584 +18%
SSC
600
Syverson Strege & Co
Iowa
$1.12M +$574 +2 +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.