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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
AFC
976
AFT Forsyth & Company
Florida
$287K +$574 +2 +0.2%
GC
977
Gibson Capital
Pennsylvania
$285K – – –
IAA
978
Independent Advisor Alliance
North Carolina
$283K – – –
DAM
979
Delta Asset Management
Tennessee
$283K – – –
FNWM
980
Financial Network Wealth Management
Utah
$282K +$273K +951 New
BIA
981
Bigelow Investment Advisors
Maine
$281K – – –
EWA
982
Etesian Wealth Advisors
Oregon
$280K – – –
NB
983
NBT Bank
New York
$279K – – –
SAF
984
Smith Anglin Financial
Texas
$275K – – –
BMD
985
Better Money Decisions
New Mexico
$275K +$6.89K +24 +3%
WFA
986
Wade Financial Advisory
California
$274K – – –
SVWG
987
Shared Vision Wealth Group
United States
$273K +$25K +87 +10%
AWP
988
Accretive Wealth Partners
New Jersey
$273K – – –
ODFS
989
O'Donnell Financial Services
California
$272K – – –
JWS
990
Juncture Wealth Strategies
Arizona
$272K – – –
UAG
991
United Advisor Group
Ohio
$271K +$262K +912 New
TFS
992
Thoroughbred Financial Services
Tennessee
$270K +$261K +908 New
FTDI
993
First Trust Direct Indexing
Massachusetts
$268K -$237K -826 -48%
EFG
994
Embree Financial Group
Illinois
$268K – – –
VFIC
995
Valley Forge Investment Consultants
Pennsylvania
$268K – – –
RWM
996
Ritholtz Wealth Management
New York
$266K +$257K +895 New
KWMG
997
King Wealth Management Group
Florida
$265K – – –
KAM
998
KEB Asset Management
Illinois
$264K – – –
HIGP
999
Hill Investment Group Partners
Missouri
$264K – – –
AA
1000
Alesco Advisors
New York
$263K -$14.4K -50 -5%
38 39
40
41 42

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.