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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
HWA
676
Heartwood Wealth Advisors
Virginia
$886K
RPGK
677
Retirement Planning Group (Kansas)
Kansas
$885K -$51.1K -178 -6%
VWM
678
Venturi Wealth Management
Texas
$876K
TCM
679
Tandem Capital Management
New Jersey
$876K +$8.61K +30 +1%
WGCA
680
Wolf Group Capital Advisors
Virginia
$875K -$316K -1,100 -27%
WPA
681
West Paces Advisors
Georgia
$875K
GT
682
Greenleaf Trust
Michigan
$874K +$2.01K +7 +0.2%
AF
683
Advisornet Financial
Minnesota
$872K -$109K -381 -12%
VAS
684
Vestmark Advisory Solutions
Massachusetts
$866K +$506K +1,761 +153%
GRP
685
Global Retirement Partners
California
$861K +$44.8K +156 +6%
CAL
686
Capital Advisors Ltd
Ohio
$861K
TPWA
687
TRUE Private Wealth Advisors
Oregon
$859K -$15.2K -53 -2%
FFA
688
Fi3 Financial Advisors
Indiana
$853K
SWM
689
Segment Wealth Management
Texas
$852K -$16.1K -56 -2%
LBC
690
Lowe Brockenbrough & Co
Virginia
$849K
EW
691
Enzi Wealth
Texas
$845K -$62K -216 -7%
MPM
692
Meritage Portfolio Management
Kansas
$840K
GIA
693
Gladstone Institutional Advisory
Florida
$839K -$24.1K -84 -3%
FA
694
Flagstar Advisors
New York
$837K -$23K -80 -3%
AA
695
Ancora Advisors
Ohio
$836K
AIP
696
Almanack Investment Partners
Pennsylvania
$824K
AMBIA
697
Allen Mooney & Barnes Investment Advisors
Georgia
$822K +$861 +3 +0.1%
BTW
698
Boston Trust Walden
Massachusetts
$805K
LWM
699
LongView Wealth Management
Georgia
$803K -$2.58K -9 -0.3%
CIC
700
Carnegie Investment Counsel
Ohio
$801K -$364K -1,267 -32%

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.