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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
CW
1001
CIC Wealth
Maryland
$263K
KCM
1002
Kendall Capital Management
Maryland
$262K
G
1003
GenTrust
Florida
$262K
FIA
1004
Foundations Investment Advisors
Arizona
$261K -$405K -1,409 -62%
NCFG
1005
New Century Financial Group
New Jersey
$260K -$6.03K -21 -2%
QIM
1006
Quest Investment Management
Oregon
$260K
SRC
1007
Sage Rhino Capital
California
$258K
BCM
1008
Bayesian Capital Management
New York
$257K +$248K +865 New
GA
1009
Greenspring Advisors
Maryland
$254K
PWP
1010
Principle Wealth Partners
Connecticut
$254K
CAI
1011
Capital Advisors Inc
Oklahoma
$253K
FA
1012
Financial Alternatives
California
$253K
AWA
1013
Amplius Wealth Advisors
Pennsylvania
$253K
KCM
1014
Kanawha Capital Management
Virginia
$253K
OCPWS
1015
One Charles Private Wealth Services
Massachusetts
$252K
VVP
1016
Venture Visionary Partners
Ohio
$252K
JC
1017
JB Capital
Connecticut
$251K -$2.87K -10 -1%
FCFC
1018
First Commonwealth Financial Corp
Pennsylvania
$250K
CP
1019
Covenant Partners
Tennessee
$250K
LFG
1020
Larson Financial Group
Missouri
$249K +$19.8K +69 +9%
ACM
1021
Allred Capital Management
Texas
$248K
EWA
1022
Exencial Wealth Advisors
Oklahoma
$247K +$11.5K +40 +5%
TTWM
1023
TCV Trust & Wealth Management
Virginia
$245K +$237K +824 New
BHWM
1024
Bar Harbor Wealth Management
New Hampshire
$245K
BIA
1025
Benchmark Investment Advisors
Illinois
$245K

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.