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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
FGAM
1101
Financial Gravity Asset Management
Texas
$203K -$432K -1,505 -69%
BTWM
1102
Baker Tilly Wealth Management
Wisconsin
$202K +$195K +680 New
OPA
1103
Old Port Advisors
Maine
$202K -$8.33K -29 -4%
NEPPG
1104
New England Professional Planning Group
Rhode Island
$202K +$195K +678 New
CAM
1105
Clark Asset Management
New Hampshire
$201K +$194K +676 New
DI
1106
Disciplined Investments
Oklahoma
$201K +$194K +676 New
NC
1107
NovaPoint Capital
Georgia
$201K +$194K +675 New
Russell Investments Group
1108
Russell Investments Group
United Kingdom
$200K +$193K +672 New
SVCP
1109
Silicon Valley Capital Partners
California
$195K +$574 +2 +0.3%
BHWM
1110
Beaird Harris Wealth Management
Texas
$194K -$3.44K -12 -2%
NG
1111
NWK Group
California
$190K
CFGS
1112
Concourse Financial Group Securities
Alabama
$188K +$125K +434 +219%
MCM
1113
MidAtlantic Capital Management
Virginia
$185K
FCMT
1114
Founders Capital Management (Texas)
Texas
$184K -$10K -35 -5%
WA
1115
WestEnd Advisors
North Carolina
$178K
HGA
1116
Hobbs Group Advisors
South Carolina
$177K +$171K +595 New
MRCM
1117
M&R Capital Management
New Jersey
$176K +$4.88K +17 +3%
IFAM
1118
Institutional & Family Asset Management
Colorado
$173K -$9.19K -32 -5%
FCG
1119
Financial Connections Group
California
$173K +$167K +582 New
CFD
1120
Creative Financial Designs
Indiana
$173K -$5.74K -20 -3%
HF
1121
Halpern Financial
Virginia
$171K
RFG
1122
RFP Financial Group
Georgia
$168K -$5.74K -20 -3%
LCM
1123
Logan Capital Management
Pennsylvania
$167K +$2.87K +10 +2%
PTC
1124
Private Trust Company
Ohio
$164K -$56.6K -197 -26%
BCM
1125
Blume Capital Management
California
$164K

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.