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iShares Russell 1000 ETF

819 hedge funds and large institutions have $17.2B invested in iShares Russell 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 173 increasing their positions, 356 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $1.51M

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

5% more capital invested

Capital invested by funds: $16.4B → $17.2B (+$842M)

3% more funds holding

Funds holding: 797819 (+22)

0.94% less ownership

Funds ownership: 75.67%74.72% (-0.94%)

2% less funds holding in top 10

Funds holding in top 10: 105103 (-2)

51% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 356

Holders
819
Holders Change
+22
Holders Change %
+2.76%
% of All Funds
16.53%
Holding in Top 10
103
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.9%
% of All Funds
2.08%
New
73
Increased
173
Reduced
356
Closed
42
Calls
$4.25M
Puts
$1.51M
Net Calls
+$2.74M
Net Calls Change
+$233K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
226
Private Capital Group
Connecticut
$4.55M -$91.6K -496 -2%
LW
227
Linscomb Wealth
Texas
$4.36M -$248K -1,343 -5%
RBC
228
Roble Belko & Company
Pennsylvania
$4.36M -$214K -1,159 -5%
FAAS
229
First Allied Advisory Services
California
$4.33M -$206K -1,113 -5%
SPP
230
Single Point Partners
Massachusetts
$4.33M -$7.2K -39 -0.2%
PCMC
231
Private Capital Management (Colorado)
Colorado
$4.31M -$83.3K -451 -2%
FPCP
232
Fort Point Capital Partners
California
$4.3M +$797K +4,314 +23%
VFA
233
Valeo Financial Advisors
Indiana
$4.26M -$55.4K -300 -1%
ONB
234
Old National Bancorp
Indiana
$4.22M
RFC
235
Regions Financial Corp
Alabama
$4.16M +$79.4K +430 +2%
NIA
236
Northstar Investment Advisors
Colorado
$4.08M -$153K -830 -4%
MGIA
237
Moneta Group Investment Advisors
Missouri
$4.04M -$195K -1,055 -5%
TI
238
Trexquant Investment
Connecticut
$4.04M +$2.09M +11,310 +110%
RWA
239
Redhawk Wealth Advisors
Minnesota
$4.02M -$145K -784 -4%
CIC
240
Chilton Investment Company
Connecticut
$3.98M
ACA
241
Anchor Capital Advisors
Massachusetts
$3.95M -$241K -1,305 -6%
ASN
242
Advisory Services Network
Georgia
$3.88M +$1.26M +6,816 +49%
KA
243
Klingman & Associates
New York
$3.85M
NC
244
NewSquare Capital
Pennsylvania
$3.83M -$107K -580 -3%
RHBC
245
R.H. Bluestein & Co
Michigan
$3.77M -$76.7K -415 -2%
Teacher Retirement System of Texas
246
Teacher Retirement System of Texas
Texas
$3.7M +$3.65M +19,773 New
MAFM
247
Mid Atlantic Financial Management
Pennsylvania
$3.63M -$42.5K -230 -1%
VOYA Investment Management
248
VOYA Investment Management
Georgia
$3.6M -$1.4M -7,564 -28%
MCM
249
MV Capital Management
Maryland
$3.59M -$14K -76 -0.4%
SFA
250
Sequoia Financial Advisors
Ohio
$3.57M +$53.9K +292 +2%

IWB Hedge Fund Activity: Q3 2020 in Review

819 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2020, worth a combined $17.2B — up 5.1% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IWB positions and 42 closed out — a net gain of 31 holders — while 173 added to existing stakes and 356 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $167M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $271M.

  • 819 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2020, up from 797 in Q2 2020.
  • Funds reported $17.2B of iShares Russell 1000 ETF stock for Q3 2020, up 5.1% quarter-over-quarter.
  • 73 funds opened new iShares Russell 1000 ETF positions in Q3 2020 and 42 closed out, a net change of +31 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2020 was Fidelity Investments, an estimated $167M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2020 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $271M sold.

Based on aggregated 13F filings for Q3 2020.