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iShares Russell 1000 ETF

798 hedge funds and large institutions have $16.4B invested in iShares Russell 1000 ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 189 increasing their positions, 336 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $5.81M | Put options by funds: $3.3M

55% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 55

21% more capital invested

Capital invested by funds: $13.6B → $16.4B (+$2.79B)

3% more funds holding

Funds holding: 775798 (+23)

1% less funds holding in top 10

Funds holding in top 10: 107106 (-1)

1.05% less ownership

Funds ownership: 76.78%75.73% (-1%)

44% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 336

Holders
798
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
16.36%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
2.17%
New
85
Increased
189
Reduced
336
Closed
55
Calls
$5.81M
Puts
$3.3M
Net Calls
+$2.51M
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
226
SEI Investments
Pennsylvania
$4.38M -$167K -1,031 -4%
DAS
227
Dynamic Advisor Solutions
Arizona
$4.33M -$4.33M -26,775 -52%
KAH
228
Kathryn A. Hall
$4.3M +$4.05M +25,025 New
PCG
229
Private Capital Group
Connecticut
$4.26M -$293K -1,813 -7%
LW
230
Linscomb Wealth
Texas
$4.23M -$1.5M -9,255 -27%
OMC
231
Old Mission Capital
Illinois
$4.22M +$3.97M +24,556 New
RBC
232
Roble Belko & Company
Pennsylvania
$4.2M -$3.11M -19,240 -44%
FAAS
233
First Allied Advisory Services
California
$4.17M -$14.9K -92 -0.4%
HNB
234
Huntington National Bank
Ohio
$4.15M
PCMC
235
Private Capital Management (Colorado)
Colorado
$4.03M -$255K -1,577 -6%
TSS
236
Two Sigma Securities
New York
$3.99M -$1.09M -6,746 -22%
SPP
237
Single Point Partners
Massachusetts
$3.98M +$369K +2,280 +11%
VFA
238
Valeo Financial Advisors
Indiana
$3.96M -$50.6K -313 -1%
MGIA
239
Moneta Group Investment Advisors
Missouri
$3.89M +$584K +3,609 +19%
NIA
240
Northstar Investment Advisors
Colorado
$3.89M -$50.2K -310 -1%
ONB
241
Old National Bancorp
Indiana
$3.87M +$208K +1,283 +6%
ACA
242
Anchor Capital Advisors
Massachusetts
$3.85M +$3.07M +18,970 +549%
RWA
243
Redhawk Wealth Advisors
Minnesota
$3.82M -$2.17M -13,434 -38%
RFC
244
Regions Financial Corp
Alabama
$3.75M +$917K +5,668 +35%
Millennium Management
245
Millennium Management
New York
$3.7M +$3.49M +21,568 New
CIC
246
Chilton Investment Company
Connecticut
$3.65M
NC
247
NewSquare Capital
Pennsylvania
$3.61M +$104K +645 +3%
KA
248
Klingman & Associates
New York
$3.53M +$93.8K +580 +3%
RHBC
249
R.H. Bluestein & Co
Michigan
$3.53M -$167K -1,030 -5%
MCM
250
MV Capital Management
Maryland
$3.31M -$260K -1,607 -8%

IWB Hedge Fund Activity: Q2 2020 in Review

798 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2020, worth a combined $16.4B — up 21% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IWB positions and 55 closed out — a net gain of 30 holders — while 189 added to existing stakes and 336 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $363M. The largest seller was BlackRock, cutting an estimated $434M.

  • 798 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2020, up from 775 in Q1 2020.
  • Funds reported $16.4B of iShares Russell 1000 ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 85 funds opened new iShares Russell 1000 ETF positions in Q2 2020 and 55 closed out, a net change of +30 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2020 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $363M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2020 was BlackRock, an estimated $434M sold.

Based on aggregated 13F filings for Q2 2020.