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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
WSWA
626
Warren Street Wealth Advisors
California
$1.05M -$36.8K -128 -3%
LPT
627
Legacy Private Trust
Wisconsin
$1.05M
RIA
628
Regal Investment Advisors
Michigan
$1.05M +$40.2K +140 +4%
FAM
629
Flaharty Asset Management
Florida
$1.05M -$7.18K -25 -0.7%
OWA
630
One Wealth Advisors
California
$1.05M +$96.2K +335 +10%
SCM
631
SOL Capital Management
Maryland
$1.04M +$287K +1,000 +40%
KC
632
Kades & Cheifetz
Pennsylvania
$1.03M +$2.58K +9 +0.3%
ORG
633
Optimist Retirement Group
Washington
$1.02M +$574 +2 +0.1%
CAG
634
Crestwood Advisors Group
Massachusetts
$1.02M -$13.8K -48 -1%
TWM
635
TSA Wealth Management
Texas
$1.02M +$359K +1,251 +57%
TT
636
TI-Trust
Illinois
$1.02M
CTA
637
Colonial Trust Advisors
South Carolina
$1.01M
RVPG
638
Relative Value Partners Group
$1.01M -$3.42M -11,903 -78%
LSPW
639
Lake Street Private Wealth
Illinois
$1.01M
BOPW
640
Brandywine Oak Private Wealth
Pennsylvania
$1M
MFA
641
McClarren Financial Advisors
Pennsylvania
$1M -$486K -1,694 -45%
CC
642
Courier Capital
New York
$988K +$16.1K +56 +2%
RC
643
Roundview Capital
New Jersey
$984K
BG
644
Bollard Group
Massachusetts
$976K +$2.3K +8 +0.2%
MPW
645
MA Private Wealth
California
$975K +$941K +3,276 New
HGWM
646
Horst & Graben Wealth Management
Oregon
$972K +$90.4K +315 +11%
WAM
647
WealthTrust Asset Management
Florida
$972K +$938K +3,266 New
RJT
648
Raymond James Trust
Florida
$969K -$26.4K -92 -3%
CAM
649
Cozad Asset Management
Illinois
$968K
GF
650
Gries Financial
Ohio
$964K -$14.4K -50 -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.