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iShares Russell 1000 ETF
IWB

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: 91 → 96 (+5)

2% more funds holding

Funds holding: 1,222 → 1,250 (+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

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$254M
2
Millennium Management
Millennium Management
New York
+$100M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$90.7M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$57.4M
5
CA
Cambridge Associates
Massachusetts
+$41.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$628M
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$180M
3
UBS Group
UBS Group
Switzerland
-$113M
4
GH
Geisinger Health
Pennsylvania
-$103M
5
DLIC
Daido Life Insurance Company
Japan
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1276
Abundance Wealth Counselors
Pennsylvania
– -$809K -2,810 Closed
SAMC
1277
Spectrum Asset Management (California)
California
– -$705K -2,447 Closed
MWM
1278
Meridian Wealth Management
Kentucky
– -$683K -2,371 Closed
Balyasny Asset Management
1279
Balyasny Asset Management
Illinois
– -$603K -2,095 Closed
HFRG
1280
Houlihan Financial Resource Group
Virginia
– -$597K -2,073 Closed
D.E. Shaw & Co
1281
D.E. Shaw & Co
New York
– -$551K -1,913 Closed
TBC
1282
Ted Buchan & Co
California
– -$402K -1,705 Closed
MAM
1283
Meeder Asset Management
Ohio
– -$406K -1,411 Closed
PPP
1284
Private Portfolio Partners
New Jersey
– -$399K -1,385 Closed
CTC
1285
Cetera Trust Company
Minnesota
– -$353K -1,225 Closed
ESB
1286
Essex Savings Bank
Connecticut
– -$298K -1,135 Closed
EWS
1287
Evergreen Wealth Solutions
Pennsylvania
– -$302K -1,049 Closed
PS
1288
Portfolio Strategies
New York
– -$286K -992 Closed
HIC
1289
Hartline Investment Corp
Illinois
– -$280K -972 Closed
NSB
1290
Norway Savings Bank
Maine
– -$259K -900 Closed
WRPWM
1291
Werba Rubin Papier Wealth Management
California
– -$256K -889 Closed
WAOI
1292
Wealth Advisors of Iowa
Iowa
– -$246K -855 Closed
EFA
1293
Edge Financial Advisors
Illinois
– -$243K -842 Closed
HFA
1294
High Falls Advisors
New York
– -$232K -806 Closed
VC
1295
Veracity Capital
Georgia
– -$230K -798 Closed
TWP
1296
Total Wealth Planning
Ohio
– -$226K -784 Closed
GGS
1297
Galvin Gaustad & Stein
Arizona
– -$224K -777 Closed
OWA
1298
Opal Wealth Advisors
New York
– -$223K -774 Closed
PWM
1299
Power Wealth Management
Georgia
– -$221K -768 Closed
WC
1300
Waterloo Capital
Texas
– -$218K -755 Closed
49 50 51
52
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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.