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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
PA
826
Pinnacle Associates
New York
$511K +$28.4K +99 +6%
GI
827
GLOBALT Investments
Georgia
$510K +$57.7K +201 +13%
GC
828
Grimes & Company
Massachusetts
$509K +$56.6K +197 +13%
WP
829
WealthPLAN Partners
Nebraska
$507K +$10K +35 +2%
FNB
830
Farmers National Bank
Kentucky
$506K
CCG
831
Catalina Capital Group
California
$503K
TWM
832
Tolleson Wealth Management
Texas
$503K
KLI
833
Kelman-Lazarov Inc
Tennessee
$502K
AWA
834
Arbor Wealth Advisors
Michigan
$501K
KL
835
KilterHowling LLC
Colorado
$500K +$1.15K +4 +0.2%
LL
836
LPWM LLC
Minnesota
$500K -$287 -1 -0.1%
CCB
837
Country Club Bank
Missouri
$495K -$90.4K -315 -16%
PAM
838
Palisade Asset Management
Minnesota
$494K
HCM
839
Highview Capital Management
Illinois
$494K
SS
840
Sunbelt Securities
Texas
$493K +$10.9K +38 +2%
FPW
841
Flagship Private Wealth
Massachusetts
$491K +$574 +2 +0.1%
MMHP
842
Murphy Middleton Hinkle & Parker
Georgia
$486K -$14.4K -50 -3%
PSIWM
843
Paradigm Strategies in Wealth Management
Minnesota
$485K
TWM
844
Thrive Wealth Management
Pennsylvania
$484K +$39.3K +137 +9%
BDF
845
Black Diamond Financial
Maryland
$481K +$228K +794 +96%
CNBT
846
Canandaigua National Bank & Trust
New York
$478K +$461K +1,605 New
FMTC
847
Farmers & Merchants Trust Company
California
$477K +$460K +1,603 New
AIA
848
Alera Investment Advisors
Illinois
$477K +$15.5K +54 +3%
SWRP
849
Summit Wealth & Retirement Planning
California
$476K
SF
850
Synovus Financial
Georgia
$475K -$2.3K -8 -0.5%

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.