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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
RFA
1051
Rollins Financial Advisors
New York
$232K
PWMG
1052
Prestige Wealth Management Group
New Jersey
$232K -$13.8K -48 -6%
3F
1053
360 Financial
Minnesota
$231K
DA
1054
Detalus Advisors
Missouri
$230K +$222K +774 New
FDS
1055
Freedom Day Solutions
Texas
$229K -$15.8K -55 -7%
FC
1056
Forte Capital
New York
$229K
EWA
1057
Evolution Wealth Advisors
Florida
$229K
BRM
1058
Boston Research & Management
Massachusetts
$228K
HFP
1059
Holistic Financial Partners
Indiana
$226K
PCA
1060
Pallas Capital Advisors
Massachusetts
$226K -$2.3K -8 -1%
CWM
1061
Cherrydale Wealth Management
New Jersey
$225K +$574 +2 +0.3%
WTB
1062
Washington Trust Bank
Washington
$224K
PIA
1063
Perennial Investment Advisors
California
$223K -$4.31K -15 -2%
AUB
1064
Atlantic Union Bankshares
Virginia
$223K -$1.15K -4 -0.5%
TNA
1065
True North Advisors
Texas
$223K -$10.3K -36 -5%
HCM
1066
Howland Capital Management
Massachusetts
$220K -$33.9K -118 -14%
9WM
1067
9258 Wealth Management
Ohio
$220K +$4.88K +17 +2%
AIM
1068
Athena Investment Management
California
$219K
FTWA
1069
Fifth Third Wealth Advisors
Ohio
$218K +$4.59K +16 +2%
MLIC
1070
Mandatum Life Insurance Company
Finland
$218K
AWAG
1071
ARS Wealth Advisors Group
Florida
$217K -$21K -73 -9%
WIA
1072
World Investment Advisors
California
$217K +$209K +728 New
BFO
1073
Boston Family Office
Massachusetts
$216K
LA
1074
LexAurum Advisors
Kansas
$215K
WE
1075
Wealth Effects
Massachusetts
$215K

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.