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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
JWM
251
Jackson Wealth Management
Florida
$3.29M +$1.57M +9,727 +103%
SFA
252
Sequoia Financial Advisors
Ohio
$3.22M +$2.34M +14,440 +333%
Cerity Partners
253
Cerity Partners
New York
$3.22M -$663K -4,101 -18%
FPCP
254
Fort Point Capital Partners
California
$3.21M +$97.1K +600 +3%
MAFM
255
Mid Atlantic Financial Management
Pennsylvania
$3.18M +$564K +3,489 +23%
MG
256
McCutchen Group
Washington
$3.17M -$63.1K -390 -2%
CWM
257
Confluence Wealth Management
Oregon
$3.15M -$89.8K -555 -3%
WAM
258
Wealthspire Advisors (Maryland)
Maryland
$3.13M -$49.5K -306 -2%
HCIA
259
Hochman Cole Investment Advisors
Illinois
$3.1M -$50.3K -311 -2%
MFT
260
Moisand Fitzgerald Tamayo
Florida
$3.1M -$12.1K -75 -0.4%
CF
261
Corrigan Financial
Rhode Island
$3.05M -$495K -3,062 -15%
LGWM
262
Litman Gregory Wealth Management
California
$3.04M -$10.2K -63 -0.4%
LWAC
263
Laurel Wealth Advisors (California)
California
$3.04M +$73K +451 +3%
HCA
264
Harbour Capital Advisors
Virginia
$3.03M
CWM
265
Cranbrook Wealth Management
Michigan
$2.96M +$558K +3,448 +25%
PBO
266
Peoples Bank (Ohio)
Ohio
$2.95M -$147K -910 -5%
AAS
267
Avantax Advisory Services
Texas
$2.93M -$3.65M -22,578 -57%
FMWA
268
Forvis Mazars Wealth Advisors
Missouri
$2.92M +$838K +5,180 +44%
EPWM
269
Essex Private Wealth Management
Massachusetts
$2.9M +$176K +1,085 +7%
FWM
270
Frontier Wealth Management
Missouri
$2.9M -$51.9K -321 -2%
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
$2.79M -$2.81M -17,346 -52%
MFG
272
Magnus Financial Group
New York
$2.77M -$62.9M -388,860 -96%
CWA
273
Capital Wealth Alliance
Arizona
$2.76M -$37.4K -231 -1%
HB
274
Homrich & Berg
Georgia
$2.75M +$458K +2,833 +21%
Natixis Advisors
275
Natixis Advisors
Massachusetts
$2.73M -$976K -6,030 -27%

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.