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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
RMCM
1026
Reynders McVeigh Capital Management
Massachusetts
$244K -$15.2K -53 -6%
AWM
1027
Abound Wealth Management
Tennessee
$244K
LC
1028
Lindbrook Capital
California
$243K +$69.5K +242 +42%
BWA
1029
BlueChip Wealth Advisors
Georgia
$242K
W
1030
WealthCollab
Washington
$242K
KFC
1031
Klingenstein Fields & Co
New York
$241K
APP
1032
Avantax Planning Partners
Iowa
$240K
BHWA
1033
Beacon Harbor Wealth Advisors
Virginia
$240K -$10K -35 -4%
HCM
1034
Hutchinson Capital Management
California
$240K
Wolverine Trading
1035
Wolverine Trading
Illinois
$239K +$230K +802 New
Fisher Asset Management
1036
Fisher Asset Management
Washington
$238K +$230K +801 New
ISB
1037
Iowa State Bank
Iowa
$238K
MWM
1038
Melfa Wealth Management
Massachusetts
$238K
IP
1039
Isthmus Partners
Wisconsin
$237K
AMCA
1040
Arthur M. Cohen & Associates
Illinois
$236K +$287 +1 +0.1%
CTC
1041
Central Trust Company
Missouri
$236K +$23.8K +83 +12%
AFAS
1042
Acorn Financial Advisory Services
Virginia
$236K
BIG
1043
Builder Investment Group
Georgia
$236K
FCM
1044
Fortis Capital Management
Washington
$236K +$574 +2 +0.3%
MW
1045
MBL Wealth
North Carolina
$235K +$227K +791 New
Calamos Advisors
1046
Calamos Advisors
Illinois
$234K -$36.2K -126 -14%
SSW
1047
Stone Summit Wealth
Florida
$234K
TPWM
1048
Twelve Points Wealth Management
Massachusetts
$233K -$38.2K -133 -15%
PWM
1049
Penobscot Wealth Management
Maine
$232K -$1.15K -4 -0.5%
RWA
1050
Redhawk Wealth Advisors
Minnesota
$232K +$574 +2 +0.3%

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.