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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
PWM
776
Prosperity Wealth Management
California
$618K +$596K +2,075 New
CIBC World Market
777
CIBC World Market
Ontario, Canada
$614K -$3.16K -11 -0.5%
PL
778
Parthenon LLC
Kentucky
$613K -$1.44K -5 -0.2%
OWM
779
Orgel Wealth Management
Wisconsin
$608K
DWA
780
Douglass Winthrop Advisors
New York
$607K
AWA
781
Acorn Wealth Advisors
Michigan
$606K
KV
782
Kickstand Ventures
New York
$602K +$64K +223 +12%
JWM
783
JPL Wealth Management
Colorado
$598K
HWMG
784
Hurlow Wealth Management Group
Indiana
$597K
OPCM
785
Osborne Partners Capital Management
California
$596K -$67.2K -234 -10%
CNBTD
786
Citizens National Bank Trust Department
Mississippi
$595K
HG
787
Harbor Group
New Hampshire
$595K -$27K -94 -4%
HWM
788
Hohimer Wealth Management
Washington
$594K -$14.4K -50 -2%
NCM
789
Northside Capital Management
Oregon
$594K
KJHP
790
K.J. Harrison & Partners
Ontario, Canada
$593K
WW
791
Waterfront Wealth
Kansas
$591K +$287 +1 +0.1%
MFC
792
Morris Financial Concepts
South Carolina
$589K -$14.9K -52 -3%
VCA
793
Verdence Capital Advisors
Maryland
$589K -$54.8K -191 -9%
PCG
794
Prosperity Consulting Group
Maryland
$582K -$8.61K -30 -2%
GRA
795
Golden Road Advisors
Florida
$576K -$4.31K -15 -0.8%
CF
796
Centaurus Financial
California
$574K -$107K -372 -16%
TI
797
Tidal Investments
Wisconsin
$573K +$553K +1,925 New
PFP
798
Paragon Financial Partners
California
$568K +$861 +3 +0.2%
WJA
799
Willis Johnson & Associates
Texas
$564K -$10K -35 -2%
JAG
800
Journey Advisory Group
Kentucky
$564K -$3.73K -13 -0.7%

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.