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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
AWM
601
Axxcess Wealth Management
California
$1.12M -$60K -209 -5%
DPI
602
Diversified Portfolios Inc
Michigan
$1.11M -$14.4K -50 -1%
GD
603
Grandfield & Dodd
New York
$1.11M
SPIA
604
Steward Partners Investment Advisory
New York
$1.11M -$64.3K -224 -6%
QCM
605
QRG Capital Management
Illinois
$1.11M -$690K -2,402 -39%
IFG
606
Independent Financial Group
California
$1.11M -$8.04K -28 -0.7%
IWM
607
IHT Wealth Management
Illinois
$1.1M -$268K -934 -20%
PFPT
608
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.1M +$11.5K +40 +1%
UFF
609
USA Financial Formulas
Michigan
$1.1M -$145K -504 -12%
BCM
610
Brookstone Capital Management
Illinois
$1.1M -$30.1K -105 -3%
WP
611
Westmount Partners
California
$1.1M -$15.8K -55 -1%
SFA
612
Source Financial Advisors
New York
$1.1M +$1.72K +6 +0.2%
PIA
613
Petredis Investment Advisors
Pennsylvania
$1.1M
OC
614
Oppenheimer & Co
New York
$1.1M +$95.3K +332 +10%
ARC
615
Advisor Resource Council
Texas
$1.08M -$94.5K -329 -8%
SWP
616
Strategic Wealth Partners
Ohio
$1.08M
AWM
617
AE Wealth Management
Kansas
$1.08M +$195K +679 +23%
DC
618
Davenport & Co
Virginia
$1.07M
FFA
619
Fragasso Financial Advisors
Pennsylvania
$1.07M -$2.01K -7 -0.2%
NB
620
Nicolet Bankshares
Wisconsin
$1.07M
CWM
621
Connecticut Wealth Management
Connecticut
$1.07M +$6.03K +21 +0.6%
HNB
622
Hilltop National Bank
Wyoming
$1.06M
WIC
623
Whitegate Investment Counselors
New Hampshire
$1.06M -$5.17K -18 -0.5%
WHCI
624
W.H. Cornerstone Investments
Massachusetts
$1.06M +$1.44K +5 +0.1%
KWM
625
Keebeck Wealth Management
Illinois
$1.06M +$1.15K +4 +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.