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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
HPC
726
HM Payson & Co
Maine
$715K
FHA
727
Flagship Harbor Advisors
Massachusetts
$714K
SAI
728
Savvy Advisors Inc
New York
$712K +$158K +551 +30%
SQA
729
Simon Quick Advisors
New Jersey
$710K +$1.72K +6 +0.3%
TI
730
Trexquant Investment
Connecticut
$709K -$15.2K -53 -2%
PF
731
Penney Financial
Texas
$708K
TLFA
732
True Link Financial Advisors
California
$706K -$69.5K -242 -9%
CWM
733
Congress Wealth Management
Massachusetts
$702K +$51.7K +180 +8%
AIM
734
Aspen Investment Management
Michigan
$697K
CSIC
735
Clifford Swan Investment Counsel
California
$696K
PWPS
736
Pinnacle Wealth Planning Services
Ohio
$694K
ASW
737
Astoria Strategic Wealth
Texas
$693K
S
738
SignatureFD
Georgia
$691K
UAS
739
United Asset Strategies
New York
$691K -$160K -556 -19%
NAS
740
NWF Advisory Services
California
$686K -$4.31K -15 -0.6%
IA
741
IFS Advisors
Kansas
$684K
C
742
Certuity
Florida
$684K
IAIM
743
International Assets Investment Management
Florida
$681K
SAS
744
SMI Advisory Services
Indiana
$681K +$645K +2,246 New
ACIM
745
Azimuth Capital Investment Management
Michigan
$680K -$99.3K -346 -13%
HB
746
HTLF Bank
Colorado
$678K +$193K +673 +42%
FBB
747
Fulton Breakefield Broenniman
Maryland
$672K -$17.2K -60 -3%
BF
748
Blankinship & Foster
California
$672K -$4.02K -14 -0.6%
GP
749
Girard Partners
Pennsylvania
$669K
VP
750
Verum Partners
North Carolina
$669K +$287 +1 +0%

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.