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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
CAL
1176
Capital Analysts LLC
Pennsylvania
$65K +$287 +1 +0.5%
RDFA
1177
Ritter Daniher Financial Advisory
Ohio
$62.8K -$7.46K -26 -11%
MM
1178
Main Management
California
$62K
GFPC
1179
Global Financial Private Client
Florida
$59.8K
WWP
1180
WR Wealth Planners
Missouri
$56.7K -$5.17K -18 -9%
VNA
1181
Valley National Advisers
Pennsylvania
$55K
Simplex Trading
1182
Simplex Trading
Illinois
$53K +$52K +181 New
SFC
1183
SYM Financial Corp
Indiana
$52.8K
KFS
1184
Kelly Financial Services
Massachusetts
$52.1K -$48.2K -168 -49%
JFA
1185
JNBA Financial Advisors
Minnesota
$51.8K
HWM
1186
Horizons Wealth Management
North Carolina
$51.1K
KHC
1187
Koesten Hirschmann & Crabtree
Kansas
$51K
HR
1188
Howe & Rusling
New York
$50.9K
CT
1189
Clearstead Trust
Maine
$48.2K
PCA
1190
Providence Capital Advisors
North Carolina
$48.2K
Allspring Global Investments
1191
Allspring Global Investments
North Carolina
$47.2K
ZRP
1192
Zynergy Retirement Planning
New Jersey
$44.6K +$43.1K +150 New
CCM
1193
Chilton Capital Management
Texas
$43.1K
FMTCOCP
1194
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$43K
OLVIG
1195
Oliver Lagore Vanvalin Investment Group
Michigan
$42.5K
RF
1196
Robinswood Financial
Washington
$42.3K +$14.4K +50 +54%
RIA
1197
Realta Investment Advisors
Delaware
$39.5K -$22.1K -77 -37%
AW
1198
Avion Wealth
Texas
$38K
OHWP
1199
Oak Harbor Wealth Partners
North Carolina
$37.2K
MHR
1200
Matthew Hamilton Rosenberg
$35.5K +$21.8K +76 +177%

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.