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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
RIL
1126
Rothschild Investment LLC
Illinois
$163K +$17.2K +60 +12%
NCM
1127
Northwest Capital Management
Oregon
$162K +$574 +2 +0.4%
SWP
1128
SIMA Wealth Partners
Virginia
$160K +$155K +539 New
EWA
1129
EverSource Wealth Advisors
Alabama
$158K -$12.9K -45 -8%
TCOV
1130
Trust Company of Vermont
Vermont
$157K -$861 -3 -0.6%
AIM
1131
Arcadia Investment Management
Michigan
$156K
CSB
1132
City State Bank
Iowa
$156K
POIA
1133
Pin Oak Investment Advisors
Texas
$154K -$45.1K -157 -23%
TCA
1134
Trifecta Capital Advisors
Illinois
$149K
HI
1135
Harbour Investments
Wisconsin
$147K +$28.1K +98 +25%
HT
1136
Headlands Technologies
Illinois
$146K +$35K +122 +33%
QT
1137
Quantbot Technologies
New York
$143K +$138K +481 New
MA
1138
Marquette Associates
Illinois
$141K
GI
1139
GAMMA Investing
California
$135K -$48.8K -170 -27%
CAS
1140
Coppell Advisory Solutions
Texas
$130K +$125K +436 New
PPWM
1141
PFG Private Wealth Management
Florida
$129K
WIM
1142
Westside Investment Management
California
$128K
AA
1143
AlphaMark Advisors
Kentucky
$127K
SL
1144
Salomon & Ludwin
Virginia
$126K
PA
1145
Pineridge Advisors
Missouri
$123K
JPWM
1146
Jamison Private Wealth Management
Georgia
$122K
TF
1147
Tompkins Financial
New York
$116K +$83.6K +291 +291%
Deutsche Bank
1148
Deutsche Bank
Germany
$113K +$19.8K +69 +22%
CMA
1149
Cedar Mountain Advisors
Oregon
$111K -$29.6K -103 -22%
BCMLT
1150
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K +$18.7K +65 +21%

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.