We are live on ! Find out more
IWB icon

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
FHB
276
First Hawaiian Bank
Hawaii
$2.67M
T. Rowe Price Associates
277
T. Rowe Price Associates
Maryland
$2.65M +$2.61M +14,136 New
AG
278
Aperio Group
California
$2.62M +$2.58M +13,991 New
TPCW
279
TD Private Client Wealth
New York
$2.61M -$235K -1,270 -8%
HB
280
Homrich & Berg
Georgia
$2.61M -$386K -2,088 -13%
Kayne Anderson Rudnick Investment Management
281
Kayne Anderson Rudnick Investment Management
California
$2.6M +$277K +1,498 +12%
ACA
282
Aptus Capital Advisors
Alabama
$2.59M -$172K -930 -6%
BMCM
283
Bryn Mawr Capital Management
Pennsylvania
$2.56M -$288K -1,557 -10%
FA
284
FCG Advisors
New Jersey
$2.53M -$195K -1,054 -7%
FIM
285
Fernwood Investment Management
Massachusetts
$2.48M
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.48M
CWM
287
Confluence Wealth Management
Oregon
$2.47M -$621K -3,364 -18%
Two Sigma Investments
288
Two Sigma Investments
New York
$2.45M +$591K +3,200 +32%
PFM
289
Phillips Financial Management
Indiana
$2.45M -$218K -1,179 -8%
ACI
290
Alpha Cubed Investments
California
$2.43M -$159K -863 -6%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$2.36M
GG
292
GenWealth Group
New Jersey
$2.34M -$60.4K -327 -3%
TPWA
293
TRUE Private Wealth Advisors
Oregon
$2.34M +$70K +379 +3%
RWMH
294
Riverpoint Wealth Management Holdings
Illinois
$2.33M +$6.46K +35 +0.3%
CWP
295
CFM Wealth Partners
Texas
$2.28M -$14.2K -77 -0.6%
SB
296
Simmons Bank
Arkansas
$2.27M -$7.39K -40 -0.3%
WKWM
297
Walter & Keenan Wealth Management
Indiana
$2.23M -$140K -759 -6%
GIA
298
Guyasuta Investment Advisors
Pennsylvania
$2.23M
EK
299
Evensky & Katz
Florida
$2.2M -$23.3K -126 -1%
CS
300
Cannell & Spears
New York
$2.17M

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.