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iShares Russell 1000 ETF
IWB

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: 91 → 96 (+5)

2% more funds holding

Funds holding: 1,222 → 1,250 (+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

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$254M
2
Millennium Management
Millennium Management
New York
+$100M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$90.7M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$57.4M
5
CA
Cambridge Associates
Massachusetts
+$41.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$628M
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$180M
3
UBS Group
UBS Group
Switzerland
-$113M
4
GH
Geisinger Health
Pennsylvania
-$103M
5
DLIC
Daido Life Insurance Company
Japan
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$52.2M -$2.83M -9,858 -5%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$50.7M +$3.01M +10,491 +7%
Corient Private Wealth
78
Corient Private Wealth
Florida
$49.3M +$30.4K +106 +0.1%
CL
79
Choreo LLC
Illinois
$49.1M +$6.49M +22,614 +16%
JHU
80
Johns Hopkins University
Maryland
$48M – – –
PS
81
Principal Securities
Iowa
$47.8M -$813K -2,833 -2%
HFS
82
HBC Financial Services
Washington
$47.6M -$662K -2,304 -1%
MML Investors Services
83
MML Investors Services
Massachusetts
$45.1M -$2.38M -8,295 -5%
Brown Advisory
84
Brown Advisory
Maryland
$43M -$322K -1,122 -0.8%
CA
85
Cambridge Associates
Massachusetts
$42.8M +$41.3M +143,760 New
EH
86
Equitable Holdings
New York
$42.7M -$2.27M -7,914 -5%
SLT
87
St Louis Trust
Missouri
$41.8M +$990K +3,449 +2%
NPT
88
Nixon Peabody Trust
Massachusetts
$41.8M +$27.5M +95,824 +214%
CCA
89
Conservest Capital Advisors
Pennsylvania
$40.8M -$331K -1,154 -0.8%
HF
90
HRT Financial
New York
$40.3M +$38.9M +135,341 New
UFA
91
US Financial Advisors
Massachusetts
$40M +$977K +3,403 +3%
FMP
92
Financial Management Professionals
Texas
$39.2M +$6.6M +22,995 +21%
DIP
93
DT Investment Partners
Pennsylvania
$38.5M +$433K +1,507 +1%
CB
94
Commerce Bank
Missouri
$37.3M -$26.7K -93 -0.1%
AFA
95
American Financial Advisors
Georgia
$37.2M +$1.88M +6,531 +6%
KP
96
Keel Point
Alabama
$37M -$1.81M -6,307 -5%
BFP
97
Brewster Financial Planning
New York
$36.9M -$523K -1,821 -1%
IC
98
IEQ Capital
California
$36.5M +$5.16M +17,973 +17%
BPA
99
Beacon Pointe Advisors
California
$36.5M +$937K +3,263 +3%
SC
100
Schoolcraft Capital
Colorado
$34.7M +$1.4M +4,883 +4%
2 3
4
5 6

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.