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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
ATPW
701
Ashton Thomas Private Wealth
Arizona
$799K +$287 +1 +0%
BHBT
702
Burke & Herbert Bank & Trust
Virginia
$796K +$768K +2,674 New
RA
703
RFG Advisory
Alabama
$793K +$1.72K +6 +0.2%
SFP
704
Shepherd Financial Partners
Massachusetts
$791K
DDPIC
705
Deroy & Devereaux Private Investment Counsel
Michigan
$790K -$61.4K -214 -7%
LP
706
LGL Partners
Pennsylvania
$789K +$2.01K +7 +0.3%
CM
707
Columbus Macro
Pennsylvania
$784K
CIA
708
Capital Investment Advisors
Georgia
$779K -$5.74K -20 -0.8%
RFA
709
Resurgent Financial Advisors
Georgia
$779K
TWM
710
Tradition Wealth Management
Minnesota
$776K +$386K +1,345 +106%
EP
711
Edgestream Partners
New Jersey
$759K -$73.5K -256 -9%
TPW
712
Transatlantique Private Wealth
New York
$758K
TCA
713
Transcend Capital Advisors
New Jersey
$754K +$477K +1,663 +191%
FWP
714
Firethorn Wealth Partners
Georgia
$753K -$20.1K -70 -3%
GFS
715
GYL Financial Synergies
Connecticut
$753K
PCM
716
Prelude Capital Management
New York
$744K +$718K +2,500 New
CW
717
CreativeOne Wealth
Kansas
$735K -$1.61M -5,607 -69%
BW
718
BIP Wealth
Georgia
$734K
NME
719
Notis-McConarty Edward
$729K -$57.4K -200 -8%
CCA
720
Childress Capital Advisors
Texas
$729K
HL
721
HeadInvest LLC
Maine
$726K -$14.1K -49 -2%
FPF
722
First Pacific Financial
Washington
$723K -$12.9K -45 -2%
SFC
723
Sprinkle Financial Consultants
Colorado
$723K +$1.72K +6 +0.2%
CWM
724
Cahaba Wealth Management
Georgia
$722K +$861 +3 +0.1%
OAP
725
One Advisory Partners
Kansas
$716K -$201K -700 -23%

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.