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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
HI
1226
Hoey Investments
Pennsylvania
$11.6K
BSB
1227
Bangor Savings Bank
Maine
$11.3K
IWP
1228
IAG Wealth Partners
Wisconsin
$11K
AIM
1229
ARK Investment Management
Florida
$10.1K +$9.76K +34 New
AIA
1230
Angeles Investment Advisors
California
$9.52K
SC
1231
Steph & Co
Wisconsin
$8.93K
SIS
1232
Sound Income Strategies
Florida
$8.33K -$2.58K -9 -24%
DF
1233
Dunhill Financial
United Kingdom
$8.17K
SIS
1234
Strategic Investment Solutions
Illinois
$7.55K +$7.18K +25 New
WP
1235
WealthShield Partners
North Carolina
$7.44K
PSB
1236
Piscataqua Savings Bank
New Hampshire
$7.44K
PBK
1237
Peoples Bank (Kansas)
Kansas
$6.84K
MSWM
1238
Mowery & Schoenfeld Wealth Management
Illinois
$6.55K +$6.32K +22 New
DCM
1239
Davis Capital Management
Florida
$6.26K
CPA
1240
Cardiff Park Advisors
California
$5.65K +$5.46K +19 New
BC
1241
Barrett & Company
Rhode Island
$5.06K
NFSG
1242
Newbridge Financial Services Group
Florida
$4.93K
HCP
1243
Hexagon Capital Partners
Arkansas
$4.76K
PGAM
1244
Princeton Global Asset Management
New Jersey
$4.76K +$4.59K +16 New
National Bank of Canada
1245
National Bank of Canada
Quebec, Canada
$4.45K
CA
1246
Continuum Advisory
Idaho
$3.87K
CP
1247
Castleview Partners
Texas
$3.57K -$2.87K -10 -45%
AT
1248
Arlington Trust
Alabama
$3.27K
LOIP
1249
Live Oak Investment Partners
Texas
$3.27K
FHC
1250
First Heartland Consultants
Missouri
$1.69K -$5.46K -19 -0.3%

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.