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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
OPS
176
Orion Portfolio Solutions
Nebraska
$14.7M +$161K +561 +1%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$14.6M -$460K -1,603 -3%
BWA
178
Bordeaux Wealth Advisors
California
$14.6M +$83.3K +290 +0.6%
GWS
179
Glassman Wealth Services
Virginia
$13.9M -$242K -842 -2%
GS
180
GTS Securities
New York
$13.7M +$13.3M +46,178 New
RP
181
Rice Partnership
Hawaii
$13.7M +$672K +2,339 +5%
CB
182
Centennial Bank
Arkansas
$13.7M +$43.4K +151 +0.3%
AG
183
AlTi Global
New York
$13.3M +$861 +3 +0%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$13M -$4M -13,926 -24%
Bessemer Group
185
Bessemer Group
New Jersey
$12.8M -$10.3K -36 -0.1%
SC
186
Savant Capital
Illinois
$12.8M -$148K -516 -1%
Luther King Capital Management (LKCM)
187
Luther King Capital Management (LKCM)
Texas
$12.8M
GLLW
188
Graves Light Lenhart Wealth
Virginia
$12.7M
LI
189
Latigo Investments
Florida
$12.7M
PAG
190
Private Advisor Group
New Jersey
$12.6M -$24.1K -84 -0.2%
GT
191
Glenview Trust
Kentucky
$12.6M -$159K -554 -1%
NEPWA
192
New England Private Wealth Advisors
Massachusetts
$12.6M +$25.3K +88 +0.2%
FA
193
Fiducient Advisors
Illinois
$12.4M +$7.24M +25,215 +155%
OMC
194
Old Mission Capital
Illinois
$12.1M +$11.7M +40,682 New
QC
195
Quadrature Capital
United Kingdom
$12M +$11.6M +40,405 New
LNWTC
196
Laird Norton Wetherby Trust Company
Washington
$12M -$464K -1,615 -4%
JIP
197
Jaffetilchin Investment Partners
Florida
$11.8M +$21.5K +75 +0.2%
CGL
198
Clarius Group LLC
Washington
$11.7M
WANY
199
Wealthspire Advisors (New York)
New York
$11.5M -$610K -2,123 -5%
BFS
200
Bradley Foster & Sargent
Connecticut
$11.4M -$861 -3 -0%

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.