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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
DFA
651
DHJJ Financial Advisors
Illinois
$960K +$287 +1 +0%
KPWS
652
Kestra Private Wealth Services
Texas
$959K -$129K -450 -12%
W
653
Wealthquest
Ohio
$954K
AI
654
Atria Investments
North Carolina
$949K -$2.56M -8,899 -74%
DP
655
Denver PWM
Colorado
$948K +$2.58K +9 +0.3%
GWSG
656
GPS Wealth Strategies Group
Colorado
$948K -$4.02K -14 -0.4%
CA
657
Cortland Associates
Missouri
$946K
ST
658
Spinnaker Trust
Maine
$942K
CWA
659
CJM Wealth Advisers
Virginia
$941K
SFG
660
SNS Financial Group
Minnesota
$938K
WPC
661
Waters Parkerson & Co
Louisiana
$937K
MWA
662
Meridian Wealth Advisors
Texas
$935K
RW
663
Regimen Wealth
Georgia
$932K +$2.3K +8 +0.3%
SWM
664
Scissortail Wealth Management
Oklahoma
$929K
WA
665
Wealth Architects
California
$929K
MFIM
666
Mesirow Financial Investment Management
Illinois
$928K -$83.3K -290 -9%
PFWA
667
Paces Ferry Wealth Advisors
Georgia
$922K -$2.3K -8 -0.3%
OFS
668
Oldfather Financial Services
Nebraska
$918K -$63.2K -220 -7%
FA
669
Fermata Advisors
California
$915K +$31.3K +109 +4%
WWMSC
670
Wagner Wealth Management (South Carolina)
South Carolina
$910K +$4.02K +14 +0.5%
FWI
671
Facet Wealth Inc
Maryland
$907K -$116K -404 -12%
CWP
672
Cyndeo Wealth Partners
Florida
$903K +$109K +381 +14%
TC
673
TownSquare Capital
Utah
$903K +$226K +786 +35%
HTHT
674
Hemenway Trust Hemenway Trust
New Hampshire
$896K
MWA
675
Midland Wealth Advisors
Illinois
$896K +$129K +450 +18%

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.