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iShares Russell 1000 ETF
IWB

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: 775 → 798 (+23)

1% less funds holding in top 10

Funds holding in top 10: 107 → 106 (-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

Top Buyers

Rank Fund Capital Flow
1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$363M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$212M
3
CIM
CenturyLink Investment Management
Colorado
+$186M
4
CM
Churchill Management
California
+$147M
5
CFA
Capstone Financial Advisors
Illinois
+$101M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$434M
2
JSAM
J. Safra Asset Management
New York
-$177M
3
Bank of America
Bank of America
North Carolina
-$96.2M
4
CCA
Catalyst Capital Advisors
New York
-$73.8M
5
MRC
Millburn Ridgefield Corp
New York
-$73.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
F
276
Filament
Washington
$2.71M -$173K -1,067 -6%
EAM
277
Evanson Asset Management
California
$2.67M +$5.01K +31 +0.2%
SWM
278
SigFig Wealth Management
California
$2.64M -$464K -2,865 -16%
BMCM
279
Bryn Mawr Capital Management
Pennsylvania
$2.62M +$568K +3,512 +30%
TPCW
280
TD Private Client Wealth
New York
$2.61M +$276K +1,709 +13%
TK
281
TIAA Kaspick
Massachusetts
$2.61M -$100K -618 -4%
CMBA
282
C.M. Bidwell & Associates
Hawaii
$2.54M -$299K -1,850 -11%
ACA
283
Aptus Capital Advisors
Alabama
$2.54M +$159K +985 +7%
WP
284
WMS Partners
Maryland
$2.52M – – –
FA
285
FCG Advisors
New Jersey
$2.5M – – –
LA
286
Legacy Advisors
Pennsylvania
$2.47M – – –
FHB
287
First Hawaiian Bank
Hawaii
$2.45M -$316K -1,955 -12%
PFM
288
Phillips Financial Management
Indiana
$2.45M – – –
ASN
289
Advisory Services Network
Georgia
$2.38M +$827K +5,114 +58%
ACI
290
Alpha Cubed Investments
California
$2.38M -$444K -2,746 -17%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$2.36M – – –
TL
292
TrueWealth LLC
Georgia
$2.33M -$3.4K -21 -0.2%
FIM
293
Fernwood Investment Management
Massachusetts
$2.27M -$189K -1,170 -8%
CCT
294
Capital City Trust
Florida
$2.27M -$1.62K -10 -0.1%
LWCFA
295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.27M – – –
WKWM
296
Walter & Keenan Wealth Management
Indiana
$2.18M +$1.84M +11,367 +853%
GG
297
GenWealth Group
New Jersey
$2.18M – – –
Kayne Anderson Rudnick Investment Management
298
Kayne Anderson Rudnick Investment Management
California
$2.13M -$109K -672 -5%
RWMH
299
Riverpoint Wealth Management Holdings
Illinois
$2.13M +$4.69K +29 +0.2%
PAM
300
Panagora Asset Management
Massachusetts
$2.13M +$588K +3,633 +41%
10 11
12
13 14

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.