JG
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Jefferies Group’s iShares Russell 1000 ETF IWB Stock Holding History

Jefferies Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,244
Closed -$318K – 1680
2020
Q1 		$318K Buy
2,244
+12
+0.5% +$2.03K ﹤0.01% 1503
2019
Q4 		$398K Buy
2,232
+10
+0.5% +$1.71K ﹤0.01% 1941
2019
Q3 		$366K Buy
2,222
+10
+0.5% +$1.64K ﹤0.01% 2060
2019
Q2 		$360K Buy
2,212
+12
+0.5% +$1.92K ﹤0.01% 1830
2019
Q1 		$346K Buy
2,200
+9
+0.4% +$1.36K ﹤0.01% 1739
2018
Q4 		$304K Sell
2,191
-4,327
-66% -$647K ﹤0.01% 1653
2018
Q3 		$1.05M Buy
6,518
+20
+0.3% +$3.17K 0.01% 1302
2018
Q2 		$988K Sell
6,498
-3,213
-33% -$484K 0.01% 1275
2018
Q1 		$1.43M Buy
9,711
+19
+0.2% +$2.89K 0.01% 1026
2017
Q4 		$1.44M Buy
9,692
+21
+0.2% +$3.04K 0.01% 1155
2017
Q3 		$1.35M Buy
9,671
+11
+0.1% +$1.51K 0.01% 1142
2017
Q2 		$1.31M Buy
9,660
+10
+0.1% +$1.33K 0.01% 1164
2017
Q1 		$1.27M Buy
9,650
+12
+0.1% +$1.55K 0.01% 1159
2016
Q4 		$1.2M Buy
9,638
+9
+0.1% +$1.09K 0.01% 1170
2016
Q3 		$1.16M Buy
9,629
+12
+0.1% +$1.44K 0.01% 1213
2016
Q2 		$1.12M Buy
9,617
+13
+0.1% +$1.5K 0.01% 1110
2016
Q1 		$1.1M Buy
9,604
+12
+0.1% +$1.3K 0.01% 1103
2015
Q4 		$1.09M Buy
9,592
+11
+0.1% +$1.26K 0.01% 1139
2015
Q3 		$1.03M Buy
9,581
+11
+0.1% +$1.25K 0.01% 1188
2015
Q2 		$1.11M Buy
9,570
+9
+0.1% +$1.06K 0.01% 1200
2015
Q1 		$1.11M Buy
9,561
+12
+0.1% +$1.39K 0.01% 1006
2014
Q4 		$1.09M Buy
9,549
+9
+0.1% +$1.01K 0.01% 937
2014
Q3 		$1.05M Sell
9,540
-1,261
-12% -$139K 0.01% 992
2014
Q2 		$1.19M Buy
10,801
+1,280
+13% +$136K 0.01% 835
2014
Q1 		$998K Buy
9,521
+2,208
+30% +$227K 0.01% 919
2013
Q4 		$754K Sell
7,313
-85
-1% -$8.41K ﹤0.01% 954
2013
Q3 		$697K Buy
7,398
+85
+1% +$7.94K 0.01% 1073
2013
Q2 		$658K Buy
+7,313
New +$655K 0.01% 949

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Jefferies Group's IWB Position: Q2 2020 in Review

Jefferies Group sold out of iShares Russell 1000 ETF (IWB) in Q2 2020, closing a stake of 2,244 shares — an estimated $318K sold.

Jefferies Group first reported a position in IWB in Q2 2013 and held it in 28 quarters. The position peaked at $1.44M in Q4 2017. 798 funds tracked by Wall St. Rank hold IWB as of Q2 2020.

  • Jefferies Group reported no remaining iShares Russell 1000 ETF position as of Q2 2020 after selling out during the quarter.
  • Jefferies Group sold 2,244 iShares Russell 1000 ETF shares in Q2 2020, an estimated $318K.
  • Jefferies Group first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 28 quarters.
  • Jefferies Group's iShares Russell 1000 ETF position peaked at $1.44M in Q4 2017.
  • 798 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2020.

Based on Jefferies Group's 13F filing for Q2 2020, filed 14 Aug 2020.