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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
SIC
751
Salem Investment Counselors
North Carolina
$666K +$7.18K +25 +1%
BGIM
752
Brandywine Global Investment Management
Pennsylvania
$666K +$643K +2,240 New
NLP
753
Next Level Private
New York
$666K +$1.72K +6 +0.3%
ONSWM
754
Old North State Wealth Management
North Carolina
$665K +$1.44K +5 +0.2%
SG
755
StoneX Group
New York
$662K +$111K +385 +21%
BBA
756
BLB&B Advisors
Pennsylvania
$662K
SSWM
757
Smith Salley Wealth Management
North Carolina
$659K
LWMG
758
Levy Wealth Management Group
Pennsylvania
$658K +$213K +742 +50%
HCM
759
Hollencrest Capital Management
California
$657K
RP
760
Riverbridge Partners
Minnesota
$656K
KBFS
761
Kohmann Bosshard Financial Services
Ohio
$656K
WAM
762
WNY Asset Management
New York
$652K -$2.87K -10 -0.5%
Betterment LLC
763
Betterment LLC
New York
$650K +$58.3K +203 +10%
KCPG
764
Kavar Capital Partners Group
Kansas
$645K -$5.74K -20 -0.9%
CPG
765
Cornerstone Planning Group
New Jersey
$645K -$491K -1,711 -43%
Members Trust
766
Members Trust
Florida
$641K
MA
767
MONECO Advisors
Connecticut
$638K -$6.03K -21 -1%
SPWG
768
Sage Private Wealth Group
Illinois
$635K -$780K -2,717 -56%
SWP
769
ShoreHaven Wealth Partners
New Jersey
$634K -$154K -537 -20%
SWA
770
SOA Wealth Advisors
New York
$628K +$574 +2 +0.1%
OC
771
Oarsman Capital
Wisconsin
$628K +$606K +2,109 New
MWAM
772
Manhattan West Asset Management
California
$627K
SCA
773
STALEY CAPITAL ADVISERS
Pennsylvania
$625K
TW
774
TritonPoint Wealth
Maryland
$623K +$1.15K +4 +0.2%
TP
775
Tranquility Partners
Tennessee
$619K +$32.7K +114 +6%

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.