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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
AAS
901
Annex Advisory Services
Wisconsin
$379K +$3.16K +11 +0.9%
WFA
902
Wellspring Financial Advisors
Ohio
$375K +$861 +3 +0.2%
AssetMark Inc
903
AssetMark Inc
California
$370K +$319K +1,110 +822%
AB
904
Atlas Brown
Kentucky
$369K
BWL
905
Bogart Wealth LLC
Virginia
$368K -$28.7K -100 -7%
GWM
906
Geneos Wealth Management
Colorado
$367K -$287 -1 -0.1%
LFA
907
LGT Financial Advisors
Texas
$364K -$169K -587 -32%
First Manhattan
908
First Manhattan
New York
$364K
AWP
909
Abacus Wealth Partners
California
$363K
VFG
910
V2 Financial group
Illinois
$359K
MCM
911
Maple Capital Management
Vermont
$357K -$2.87K -10 -0.8%
CNFG
912
Creegan & Nassoura Financial Group
New Hampshire
$357K
WA
913
Wealth Alliance
New York
$356K -$147K -511 -30%
FM
914
Foster & Motley
Ohio
$354K -$19.2K -67 -5%
BWCS
915
Beirne Wealth Consulting Services
Connecticut
$353K -$37.6K -131 -10%
VCP
916
Vista Capital Partners
Oregon
$352K
CWM
917
Chesapeake Wealth Management
Virginia
$350K -$115K -400 -25%
GWM
918
Gibbs Wealth Management
Georgia
$345K
RCP
919
Rothschild Capital Partners
New York
$344K +$332K +1,157 New
ML
920
McAdam LLC
Pennsylvania
$342K +$37.6K +131 +13%
BEAM
921
Baker Ellis Asset Management
Washington
$342K
GAA
922
Guardian Asset Advisors
Pennsylvania
$338K +$8.04K +28 +3%
EWM
923
EPG Wealth Management
Georgia
$336K -$324K -1,129 Closed
AIM
924
Anchor Investment Management
South Carolina
$336K
MWM
925
Modern Wealth Management
Kansas
$334K

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.