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
B
326
Brightworth
Georgia
$1.9M -$355K -1,924 -16%
Janney Montgomery Scott
327
Janney Montgomery Scott
Pennsylvania
$1.9M -$237K -1,284 -11%
HWA
328
Hillcrest Wealth Advisors
New Jersey
$1.89M
SIS
329
SVB Investment Services
Utah
$1.88M -$230K -1,247 -11%
PL
330
Plancorp LLC
Missouri
$1.88M
CAW
331
Cornerstone Advisors (Washington)
Washington
$1.85M +$2.4K +13 +0.1%
CWM
332
Cahaba Wealth Management
Georgia
$1.85M -$247K -1,335 -12%
WSTAM
333
Wilbanks Smith & Thomas Asset Management
Virginia
$1.83M +$4.8K +26 +0.3%
AllianceBernstein
334
AllianceBernstein
Tennessee
$1.82M -$142K -770 -7%
RCAG
335
Rehmann Capital Advisory Group
Michigan
$1.77M -$4.8K -26 -0.3%
MCM
336
Manchester Capital Management
Vermont
$1.76M
WI
337
WBI Investments
New Jersey
$1.75M -$65.8K -356 -4%
TFF
338
The Family Firm
Maryland
$1.73M -$556K -3,010 -25%
CPIG
339
Chicago Partners Investment Group
Illinois
$1.72M
HIS
340
Horizon Investment Services
Indiana
$1.71M -$20.3K -110 -1%
FFG
341
Fullen Financial Group
Ohio
$1.7M -$154K -833 -8%
EWA
342
EP Wealth Advisors
California
$1.7M -$59.3K -321 -3%
WIC
343
Whitegate Investment Counselors
New Hampshire
$1.68M -$11.8K -64 -0.7%
GC
344
Garde Capital
Washington
$1.67M -$2.4K -13 -0.1%
HCMT
345
Highland Capital Management (Tennessee)
Tennessee
$1.67M +$455K +2,463 +38%
CA
346
Cetera Advisors
Colorado
$1.66M +$83.1K +450 +5%
Bessemer Group
347
Bessemer Group
New Jersey
$1.63M +$55.4K +300 +4%
HCC
348
Hirtle Callaghan & Co
Pennsylvania
$1.61M +$908K +4,914 +133%
PA
349
Parallel Advisors
California
$1.59M +$58K +314 +4%
Barclays
350
Barclays
United Kingdom
$1.58M -$369K -2,000 -19%

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.