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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
Barclays
326
Barclays
United Kingdom
$1.8M +$1.69M +10,462 New
CA
327
Cornerstone Advisory
Maryland
$1.79M -$77.3K -478 -4%
Russell Investments Group
328
Russell Investments Group
United Kingdom
$1.78M +$878K +5,426 +109%
MBT
329
Montecito Bank & Trust
California
$1.77M
PJB
330
Paul John Balson
California
$1.77M +$2.75K +17 +0.2%
WCF
331
West Coast Financial
California
$1.76M -$52.6K -325 -3%
TI
332
Trexquant Investment
Connecticut
$1.76M -$2.37M -14,620 -59%
IAN
333
Integrated Advisors Network
Texas
$1.75M -$63.4K -392 -4%
HWA
334
Hillcrest Wealth Advisors
New Jersey
$1.74M
PL
335
Plancorp LLC
Missouri
$1.72M
WSFS
336
Wilmington Savings Fund Society
Delaware
$1.72M
Two Sigma Investments
337
Two Sigma Investments
New York
$1.7M +$1.6M +9,900 New
FFG
338
Fullen Financial Group
Ohio
$1.7M +$1.6M +9,893 New
CAW
339
Cornerstone Advisors (Washington)
Washington
$1.69M +$7.6K +47 +0.5%
NB
340
Nicolet Bankshares
Wisconsin
$1.69M +$81.5K +504 +5%
WSTAM
341
Wilbanks Smith & Thomas Asset Management
Virginia
$1.68M +$61K +377 +4%
WI
342
WBI Investments
New Jersey
$1.66M +$1.57M +9,694 New
CPIG
343
Chicago Partners Investment Group
Illinois
$1.65M
Renaissance Technologies
344
Renaissance Technologies
New York
$1.65M -$178K -1,100 -10%
RCAG
345
Rehmann Capital Advisory Group
Michigan
$1.63M -$682K -4,213 -31%
MCM
346
Manchester Capital Management
Vermont
$1.61M
EWA
347
EP Wealth Advisors
California
$1.61M -$8.57K -53 -0.6%
HPC
348
Hobart Private Capital
North Carolina
$1.61M -$148K -912 -9%
HIS
349
Horizon Investment Services
Indiana
$1.58M +$461K +2,851 +45%
WIC
350
Whitegate Investment Counselors
New Hampshire
$1.55M +$151K +933 +11%

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.