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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
MAA
1076
Matrix Asset Advisors
New York
$215K
IA
1077
IFG Advisory
Georgia
$215K +$207K +722 New
PCA
1078
Prosperity Capital Advisors
Ohio
$215K +$207K +721 New
CCP
1079
Carmel Capital Partners
California
$213K
UL
1080
Unionview LLC
Washington
$212K +$574 +2 +0.3%
PCMF
1081
Private Capital Management (Florida)
Florida
$211K
MC
1082
Moors & Cabot
Massachusetts
$210K
AP
1083
Aspect Partners
Virginia
$209K
GA
1084
Geller Advisors
New York
$209K
KFA
1085
Kapstone Financial Advisors
Ohio
$208K
State Street
1086
State Street
Massachusetts
$208K
HP
1087
Holistic Planning
Texas
$208K
QWM
1088
Quadcap Wealth Management
Texas
$207K
SPC
1089
Sigma Planning Corp
Michigan
$207K +$200K +695 New
FW
1090
FullCircle Wealth
Texas
$207K +$200K +697 New
GAM
1091
Gould Asset Management
California
$206K +$199K +694 New
HS
1092
Horan Securities
United States
$206K +$199K +693 New
ISL
1093
Ingalls & Snyder LLC
New York
$206K +$199K +693 New
AWM
1094
Adams Wealth Management
Utah
$206K -$5.74K -20 -3%
AWA
1095
Arkadios Wealth Advisors
Georgia
$206K +$199K +692 New
CI
1096
CacheTech Inc
Utah
$206K +$199K +692 New
6F
1097
626 Financial
Michigan
$206K +$198K +691 New
FCG
1098
Fielder Capital Group
Tennessee
$205K +$198K +690 New
CA
1099
Claro Advisors
Massachusetts
$205K +$198K +688 New
NQWM
1100
Northwest Quadrant Wealth Management
Oregon
$204K +$197K +685 New

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.