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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
GKIM
1201
GW&K Investment Management
Massachusetts
$34K
MLA
1202
MB, Levis & Associates
Pennsylvania
$33.9K
AWM
1203
Angeles Wealth Management
California
$32.7K -$51.7K -180 -62%
AAG
1204
Armstrong Advisory Group
Massachusetts
$32.4K -$246K -857 -89%
FMII
1205
Farmers & Merchants Investments Inc
Nebraska
$31.5K
PIP
1206
Peachtree Investment Partners
Florida
$30.9K
MIM
1207
MTM Investment Management
South Carolina
$29.8K
TCG
1208
Transcendent Capital Group
Oklahoma
$29K +$12.1K +42 +76%
AAP
1209
Arax Advisory Partners
Colorado
$28.6K
LI
1210
LRI Investments
Florida
$28.6K
CT
1211
Caldwell Trust
Florida
$26.2K +$7.18K +25 +40%
Amundi
1212
Amundi
France
$25K
SRCM
1213
Signature Resources Capital Management
California
$23.2K
AWM
1214
AllSquare Wealth Management
New York
$19.6K
AEPWM
1215
Atlantic Edge Private Wealth Management
Florida
$19.3K
LWANC
1216
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.3K
EWP
1217
Elevation Wealth Partners
California
$19K
CJ
1218
Caitlin John
Michigan
$18.1K
GEA
1219
Glen Eagle Advisors
New Jersey
$17.6K
CT
1220
Colonial Trust
South Carolina
$17.4K
JWM
1221
Janiczek Wealth Management
Colorado
$16.7K
AWM
1222
Atticus Wealth Management
Florida
$16.7K +$16.1K +56 New
FDCDDQ
1223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9K
VWWMG
1224
Vermillion & White Wealth Management Group
Pennsylvania
$13.4K
HGERS
1225
Householder Group Estate & Retirement Specialist
Arizona
$12K

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.