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iShares Russell 1000 ETF
IWB

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: 91 → 96 (+5)

2% more funds holding

Funds holding: 1,222 → 1,250 (+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

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$254M
2
Millennium Management
Millennium Management
New York
+$100M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$90.7M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$57.4M
5
CA
Cambridge Associates
Massachusetts
+$41.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$628M
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$180M
3
UBS Group
UBS Group
Switzerland
-$113M
4
GH
Geisinger Health
Pennsylvania
-$103M
5
DLIC
Daido Life Insurance Company
Japan
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$89.5M -$326K -1,134 -0.4%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$83.6M -$1.62M -5,656 -2%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$81.9M -$20.1M -69,910 -20%
ANTB
54
AMG National Trust Bank
Colorado
$81.6M +$4.49M +15,634 +6%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$77.3M -$3.75M -13,047 -5%
WAG
56
Winthrop Advisory Group
Massachusetts
$75.3M -$446K -1,553 -0.6%
Two Sigma Investments
57
Two Sigma Investments
New York
$73.4M +$8.84M +30,800 +14%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$71.8M -$213K -741 -0.3%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$69.7M +$34.4M +119,900 +105%
BFPW
60
BOK Financial Private Wealth
Colorado
$69M -$941K -3,278 -1%
BP
61
Ballentine Partners
Massachusetts
$68.9M -$534K -1,861 -0.8%
PA
62
Parkside Advisors
California
$68.4M +$1.17M +4,077 +2%
JWA
63
JFS Wealth Advisors
Pennsylvania
$66.5M -$669K -2,330 -1%
LSAG
64
Lake Street Advisors Group
New Hampshire
$63.6M +$287 +1 +0%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$60.9M +$2.36M +8,220 +4%
WT
66
Washington Trust
Rhode Island
$60.6M -$1.21M -4,227 -2%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$60M -$177K -616 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
68
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$59.5M +$57.4M +200,000 New
FA
69
Fountainhead AM
New Jersey
$58.2M -$2.86M -9,977 -5%
ECG
70
EPIQ Capital Group
California
$56.5M -$665K -2,316 -1%
Stifel Financial
71
Stifel Financial
Missouri
$55.4M +$1.18M +4,097 +2%
Kovitz Investment Group Partners
72
Kovitz Investment Group Partners
Illinois
$55M +$7.95M +27,688 +18%
JPG
73
Jordan Park Group
California
$53.8M +$1.49M +5,199 +3%
BJL
74
Brighton Jones LLC
Washington
$53.7M -$297K -1,036 -0.6%
RJA
75
Raymond James & Associates
Florida
$52.6M +$2.54M +8,857 +5%
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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.