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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
AI
301
Accredited Investors
Minnesota
$2.16M -$134K -726 -6%
CIA
302
Choate Investment Advisors
Massachusetts
$2.15M
GIA
303
GHP Investment Advisors
Colorado
$2.11M -$35.6K -193 -2%
BFS
304
Bradley Foster & Sargent
Connecticut
$2.1M +$2.07M +11,217 New
Capital International Investors
305
Capital International Investors
California
$2.09M +$2.08M +11,253 New
CCT
306
Capital City Trust
Florida
$2.08M -$387K -2,096 -16%
CI
307
Conning Inc
Connecticut
$2.08M
APG
308
Abacus Planning Group
South Carolina
$2.08M
VFP
309
Verus Financial Partners
Virginia
$2.08M +$2.05M +11,101 New
RWG
310
Regal Wealth Group
California
$2.03M +$554 +3 +0%
IAN
311
Integrated Advisors Network
Texas
$2.02M +$117K +636 +6%
CBT
312
Capital Bank & Trust
California
$2.02M -$739 -4 -0%
State Street
313
State Street
Massachusetts
$2.01M -$5.17K -28 -0.3%
CG
314
Corundum Group
Colorado
$2M -$4.06K -22 -0.2%
SHGA
315
Sand Hill Global Advisors
California
$1.98M -$80.3K -435 -4%
SW
316
SVB Wealth
Massachusetts
$1.97M -$5.91K -32 -0.3%
IC
317
Intersect Capital
California
$1.95M -$254K -1,374 -12%
WSFS
318
Wilmington Savings Fund Society
Delaware
$1.94M +$68.3K +370 +4%
MBT
319
Montecito Bank & Trust
California
$1.94M +$10.2K +55 +0.5%
CA
320
Cornerstone Advisory
Maryland
$1.93M -$23.3K -126 -1%
RWP
321
RWA Wealth Partners
Massachusetts
$1.93M -$101K -548 -5%
PJB
322
Paul John Balson
California
$1.93M
Lido Advisors
323
Lido Advisors
California
$1.93M +$569K +3,083 +43%
WCF
324
West Coast Financial
California
$1.92M
HF
325
HRT Financial
New York
$1.91M +$1.89M +10,228 New

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.