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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
BFA
801
Buttonwood Financial Advisors
Maryland
$559K -$59.1K -206 -10%
LL
802
LWMG LLC
Minnesota
$555K +$861 +3 +0.2%
ZF
803
Zhang Financial
Michigan
$552K – – –
FAM
804
Forte Asset Management
New York
$552K – – –
MGWM
805
Marks Group Wealth Management
Minnesota
$551K +$66.3K +231 +14%
NHC
806
Nicholas Hoffman & Company
Georgia
$549K – – –
SIA
807
Soltis Investment Advisors
Utah
$547K -$37.9K -132 -7%
NAS
808
Nicolet Advisory Services
Wisconsin
$544K +$231K +805 +83%
DIM
809
Delta Investment Management
California
$544K – – –
CCIA
810
Cherry Creek Investment Advisors
Colorado
$543K +$574 +2 +0.1%
AP
811
Americana Partners
Texas
$542K – – –
PI
812
PFG Investments
New York
$542K +$2.87K +10 +0.6%
FC
813
Fulcrum Capital
Washington
$540K +$246K +857 +90%
NG
814
Northstar Group
New York
$534K +$59.7K +208 +13%
FFA
815
Founders Financial Alliance
North Carolina
$531K -$410K -1,427 -44%
MWA
816
Moser Wealth Advisors
Washington
$531K -$4.31K -15 -0.8%
1SB
817
1ST Source Bank
Indiana
$530K – – –
MAS
818
Meeder Advisory Services
Ohio
$530K +$511K +1,780 New
PPW
819
PACK Private Wealth
Minnesota
$527K – – –
HFS
820
Heritage Financial Services
Massachusetts
$525K – – –
SCP
821
Silverleafe Capital Partners
Tennessee
$523K -$2.01K -7 -0.4%
AWM
822
AAF Wealth Management
Massachusetts
$520K +$81K +282 +19%
NWWA
823
New Wave Wealth Advisors
Arkansas
$519K +$501K +1,744 New
GG
824
Greenwood Gearhart
Arkansas
$516K – – –
VA
825
Valmark Advisers
Ohio
$514K +$574 +2 +0.1%
31 32
33
34 35

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.