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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
FWP
876
FAS Wealth Partners
Kansas
$427K
SAM
877
Summit Asset Management
Tennessee
$424K +$64.3K +224 +19%
TCM
878
TD Capital Management
Tennessee
$424K +$287 +1 +0.1%
JGCM
879
Joseph Group Capital Management
Ohio
$422K +$407K +1,419 New
AWA
880
ARQ Wealth Advisors
Arizona
$420K +$8.61K +30 +2%
BWP
881
BSW Wealth Partners
Colorado
$418K
GWSA
882
Global Wealth Strategies & Associates
Colorado
$417K
Chevy Chase Trust
883
Chevy Chase Trust
Maryland
$417K +$402K +1,400 New
VPIM
884
Vanguard Personalized Indexing Management
California
$409K -$2.87K -10 -0.7%
FAT
885
First American Trust
California
$409K +$17.5K +61 +5%
CWM
886
Cornerstone Wealth Management
Missouri
$405K +$2.58K +9 +0.7%
CCG
887
Chatham Capital Group
Georgia
$404K
USB
888
Union Savings Bank
Connecticut
$400K
AWA
889
Arete Wealth Advisors
Illinois
$399K +$385K +1,340 New
RWMG
890
Redwood Wealth Management Group
New Jersey
$398K -$8.33K -29 -2%
SC
891
Soundwatch Capital
Connecticut
$397K -$753K -2,624 -66%
LWMM
892
Legacy Wealth Management (Mississippi)
Mississippi
$396K -$100K -350 -21%
PAMG
893
Patton Albertson Miller Group
Tennessee
$389K -$2.87K -10 -0.8%
TCM
894
Traynor Capital Management
Pennsylvania
$388K -$574 -2 -0.2%
AAS
895
Ameritas Advisory Services
Nebraska
$386K +$574 +2 +0.2%
PCM
896
Pointe Capital Management
Michigan
$386K
PWM
897
PBMares Wealth Management
Virginia
$386K +$287 +1 +0.1%
CCFCSB
898
Cape Cod Five Cents Savings Bank
Massachusetts
$381K +$368K +1,281 New
PCM
899
Pennsylvania Capital Management
Pennsylvania
$381K
SW
900
SkyOak Wealth
Michigan
$380K -$159K -555 -30%

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.