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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
MWP
951
Madison Wealth Partners
Wisconsin
$310K
SI
952
Saxon Interests
Texas
$307K -$40.8K -142 -12%
ECM
953
Evergreen Capital Management
Washington
$306K
XT
954
XTX Topco
Cayman Islands
$303K +$293K +1,019 New
GFP
955
Gryphon Financial Partners
Ohio
$301K +$51.7K +180 +22%
RWB
956
RMR Wealth Builders
New Jersey
$299K +$289K +1,006 New
NS
957
NBC Securities
Alabama
$299K
SFI
958
SPC Financial Inc
Maryland
$298K +$288K +1,002 New
BA
959
Bristlecone Advisors
Washington
$298K +$287 +1 +0.1%
AG
960
Advocate Group
Minnesota
$298K
HR
961
Hardy Reed
Mississippi
$295K
NRC
962
New Republic Capital
North Carolina
$292K -$24.1K -84 -8%
GM
963
GeoWealth Management
Illinois
$291K +$281K +979 New
CPCM
964
Cardinal Point Capital Management
Ontario, Canada
$291K
CCM
965
Cambridge Capital Management
Illinois
$291K
GJIA
966
Glass Jacobson Investment Advisors
Maryland
$291K +$287 +1 +0.1%
KIA
967
KCM Investment Advisors
California
$290K
SAM
968
S.A. Mason
Michigan
$290K
FWM
969
FFT Wealth Management
Pennsylvania
$290K +$574 +2 +0.2%
RFG
970
Range Financial Group
Oregon
$290K
HWM
971
Howard Wealth Management
Connecticut
$289K -$861 -3 -0.3%
BCA
972
Bay Colony Advisors
Massachusetts
$289K -$574 -2 -0.2%
RWP
973
Revolve Wealth Partners
New Jersey
$288K -$2.87K -10 -1%
TF
974
Tenon Financial
New Jersey
$287K
CGA
975
Crescent Grove Advisors
Illinois
$287K

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.