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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
CWP
301
CFM Wealth Partners
Texas
$2.1M -$237K -1,462 -11%
AI
302
Accredited Investors
Minnesota
$2.1M -$333K -2,057 -14%
TFF
303
The Family Firm
Maryland
$2.1M +$4.69K +29 +0.2%
SB
304
Simmons Bank
Arkansas
$2.09M -$17.8K -110 -0.9%
TPWA
305
TRUE Private Wealth Advisors
Oregon
$2.08M -$302K -1,866 -13%
B
306
Brightworth
Georgia
$2.07M -$35.9K -222 -2%
GIA
307
Guyasuta Investment Advisors
Pennsylvania
$2.04M
EK
308
Evensky & Katz
Florida
$2.04M +$10K +62 +0.5%
CWM
309
Cahaba Wealth Management
Georgia
$2.03M +$48.1K +297 +3%
IC
310
Intersect Capital
California
$2.03M +$116K +720 +6%
CS
311
Cannell & Spears
New York
$1.99M +$958K +5,921 +104%
CIA
312
Choate Investment Advisors
Massachusetts
$1.97M -$149K -923 -7%
GIA
313
GHP Investment Advisors
Colorado
$1.97M +$5.66K +35 +0.3%
Janney Montgomery Scott
314
Janney Montgomery Scott
Pennsylvania
$1.96M -$800K -4,943 -30%
SIS
315
SVB Investment Services
Utah
$1.94M -$66K -408 -3%
CI
316
Conning Inc
Connecticut
$1.91M
APG
317
Abacus Planning Group
South Carolina
$1.91M -$266K -1,647 -13%
SHGA
318
Sand Hill Global Advisors
California
$1.89M -$57.1K -353 -3%
RWP
319
RWA Wealth Partners
Massachusetts
$1.86M -$310K -1,915 -15%
RWG
320
Regal Wealth Group
California
$1.86M +$324 +2 +0%
CBT
321
Capital Bank & Trust
California
$1.85M +$4.85K +30 +0.3%
State Street
322
State Street
Massachusetts
$1.85M -$258K -1,597 -13%
CG
323
Corundum Group
Colorado
$1.83M -$287K -1,773 -14%
SW
324
SVB Wealth
Massachusetts
$1.82M +$1.67M +10,309 +3,847%
AllianceBernstein
325
AllianceBernstein
Tennessee
$1.8M -$229K -1,413 -12%

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.