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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
BCWM
201
Bartlett & Co Wealth Management
Ohio
$11.2M +$102K +354 +0.9%
JFG
202
JMG Financial Group
Illinois
$11.1M -$160K -557 -1%
YIA
203
YHB Investment Advisors
Connecticut
$10.9M +$867K +3,019 +9%
JSW
204
Journey Strategic Wealth
New Jersey
$10.9M -$9.47K -33 -0.1%
CAM
205
Campion Asset Management
Virginia
$10.8M -$554K -1,931 -5%
ACM
206
Advance Capital Management
Michigan
$10.8M -$9.19K -32 -0.1%
EPP
207
ETF Portfolio Partners
Kansas
$10.8M -$2.29M -7,972 -18%
OFG
208
Oxford Financial Group
Indiana
$10.8M +$68.9K +240 +0.7%
SWP
209
Stratos Wealth Partners
Ohio
$10.8M +$6.03K +21 +0.1%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$10.7M +$209K +728 +2%
Jane Street
211
Jane Street
New York
$10.7M +$8.89M +30,975 +632%
KAH
212
Kathryn A. Hall
$10.5M
AWS
213
Atria Wealth Solutions
New York
$10.5M -$105K -364 -1%
AAS
214
Avantax Advisory Services
Texas
$10.2M +$4.56M +15,865 +86%
BFA
215
Brown Financial Advisory
Alabama
$10.2M -$592K -2,062 -6%
HIG
216
Heritage Investment Group
Florida
$10M -$232K -809 -2%
Prudential Financial
217
Prudential Financial
New Jersey
$10M -$339K -1,181 -3%
NC
218
NewSquare Capital
Pennsylvania
$9.91M +$284K +988 +3%
SWP
219
Summit Wealth Partners
Florida
$9.74M -$1.07M -3,739 -10%
FCA
220
FinTrust Capital Advisors
South Carolina
$9.61M +$324K +1,129 +4%
HC
221
Hamilton Capital
Ohio
$9.6M -$47.9K -167 -0.5%
SAM
222
Silvercrest Asset Management
New York
$9.31M -$108K -375 -1%
FC
223
Fiduciary Counselling
Minnesota
$9.3M +$578K +2,013 +7%
CPSAC
224
Chas P. Smith & Associates (CPS)
Florida
$9.27M +$229K +799 +3%
GCIM
225
Gunn & Company Investment Management
Florida
$9.27M +$8.94M +31,141 New

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.