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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
IC
1251
Innealta Capital
Texas
$894 +$861 +3 New
WCM
1252
Weaver Capital Management
Georgia
$596 -$21.2K -74 -97%
PIM
1253
Progressive Investment Management
Oregon
$595
SFC
1254
Strategic Financial Concepts
Texas
$60 +$5.16M +17,980 New
GH
1255
Geisinger Health
Pennsylvania
-$103M -609,975 Closed
State of Wisconsin Investment Board
1256
State of Wisconsin Investment Board
Wisconsin
-$46.2M -160,500 Closed
GAA
1257
Global Assets Advisory
Florida
-$485K -139,389 Closed
SPP
1258
Single Point Partners
Massachusetts
-$38.5M -133,748 Closed
CWM
1259
Campbell Wealth Management
Virginia
-$11.5M -39,862 Closed
PBF
1260
Petix & Botte Financial
California
-$5.32M -18,478 Closed
SAG
1261
SageView Advisory Group
California
-$1.63M -15,086 Closed
NCM
1262
Next Capital Management
New York
-$3.78M -13,135 Closed
MHS
1263
M Holdings Securities
Oregon
-$3.56M -12,377 Closed
EW
1264
Evoke Wealth
California
-$3.41M -11,829 Closed
LNC
1265
Lincoln National Corp
Pennsylvania
-$2.48M -8,613 Closed
FAIM
1266
Financial Advocates Investment Management
Washington
-$738K -8,416 Closed
LWMNY
1267
Landmark Wealth Management (New York)
New York
-$1.52M -5,287 Closed
CA
1268
CoreCap Advisors
Michigan
-$1.37M -4,761 Closed
CB
1269
Cadence Bank
Mississippi
-$1.32M -4,581 Closed
WAM
1270
Weiss Asset Management
Massachusetts
-$1.24M -4,311 Closed
SSA
1271
Schonfeld Strategic Advisors
New York
-$1.17M -4,055 Closed
MIM
1272
Miller Investment Management
Pennsylvania
-$1.09M -3,779 Closed
SWM
1273
Soundmark Wealth Management
Washington
-$1.06M -3,683 Closed
CTB
1274
Country Trust Bank
Illinois
-$932K -3,237 Closed
DFA
1275
DHK Financial Advisors
New Hampshire
-$827K -2,870 Closed

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.