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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
GT
151
Glenmede Trust
Pennsylvania
$18.6M +$188K +654 +1%
APW
152
Austin Private Wealth
Texas
$18.1M -$441K -1,536 -2%
PO
153
Private Ocean
California
$18.1M -$29.9K -104 -0.2%
MGIA
154
Moneta Group Investment Advisors
Missouri
$18.1M +$220K +766 +1%
TPI
155
Trust Point Inc
Wisconsin
$17.9M -$23.8K -83 -0.1%
TC
156
Trust Company
Kansas
$17.8M +$268K +933 +2%
RMDI
157
R.M. Davis Inc
Maine
$17.6M +$371K +1,291 +2%
BFM
158
Boston Financial Management
Massachusetts
$17.3M -$1.49M -5,177 -8%
Citadel Advisors
159
Citadel Advisors
Florida
$16.9M -$6.64M -23,116 -29%
JFGIW
160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.9M -$693K -2,412 -4%
FSA
161
Financial Services Advisory
Maryland
$16.8M +$111K +388 +0.7%
BPWM
162
Badgley Phelps Wealth Managers
Washington
$16.7M -$937K -3,265 -5%
AA
163
Auxano Advisors
Washington
$16.4M -$433K -1,508 -3%
PWM
164
Perigon Wealth Management
California
$16.4M +$163K +567 +1%
IWC
165
Integrated Wealth Concepts
Massachusetts
$16.4M -$654K -2,279 -4%
CI
166
Chartist Inc
California
$16.1M -$139K -483 -0.9%
MKW
167
Mullaney, Keating & Wright
Connecticut
$16M +$15.5M +53,879 New
CRC
168
Curi RMB Capital
Illinois
$16M -$44.8K -156 -0.3%
TFCP
169
Twin Focus Capital Partners
Massachusetts
$16M – – –
EWM
170
Evercore Wealth Management
New York
$15.8M – – –
HNB
171
Huntington National Bank
Ohio
$15.6M – – –
UB
172
UMB Bank
Missouri
$15.4M -$1.03M -3,585 -6%
TIM
173
Tortoise Investment Management
New York
$15M -$29.3K -102 -0.2%
1WM
174
1900 Wealth Management
Texas
$14.8M -$10.6K -37 -0.1%
BCI
175
Brinker Capital Investments
Pennsylvania
$14.7M +$161K +561 +1%
5 6
7
8 9

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.