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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
SI
926
Scharf Investments
California
$333K -$66.3K -231 -17%
ZIM
927
Zacks Investment Management
Illinois
$332K +$29.6K +103 +10%
GWM
928
Greenhouse Wealth Management
Connecticut
$331K -$4.59K -16 -1%
MWP
929
Meridian Wealth Partners
Pennsylvania
$331K
LMKC
930
L.M. Kohn & Company
Ohio
$330K -$57.7K -201 -15%
GJWM
931
Gilliland Jeter Wealth Management
Arkansas
$328K +$1.15K +4 +0.4%
CTWM
932
Cherry Tree Wealth Management
Minnesota
$328K
NC
933
Napatree Capital
Rhode Island
$326K -$28.4K -99 -8%
AWM
934
Aspire Wealth Management
Massachusetts
$324K
WS
935
Wedbush Securities
California
$324K -$16.7K -58 -5%
WCWM
936
Willow Creek Wealth Management
California
$324K -$29.3K -102 -9%
OCM
937
One Capital Management
California
$324K +$51.7K +180 +20%
BFC
938
Bedel Financial Consulting
Indiana
$323K
DA
939
Drake & Associates
Wisconsin
$322K +$13.2K +46 +4%
MIFH
940
Migdal Insurance & Financial Holdings
Israel
$320K -$49.4K -172 -14%
EWA
941
Encompass Wealth Advisors
Oregon
$320K
LC
942
LCNB Corp
Ohio
$317K
MAWA
943
Moss Adams Wealth Advisors
Washington
$316K
SOAG
944
Silver Oak Advisory Group
Oregon
$315K
MW
945
Marcum Wealth
Ohio
$314K -$4.88K -17 -2%
CAWM
946
Capital Advisors Wealth Management
Washington
$313K -$284K -989 -48%
EE
947
EWG Elevate
California
$313K
MTIC
948
Missouri Trust & Investment Company
Missouri
$312K -$90.2K -314 -23%
IAG
949
Investmark Advisory Group
Connecticut
$311K +$2.3K +8 +0.8%
KWS
950
Keystone Wealth Services
California
$310K +$287 +1 +0.1%

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.