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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
GC
351
Garde Capital
Washington
$1.53M
BAMG
352
Brand Asset Management Group
Missouri
$1.52M -$76K -470 -5%
AIM
353
Acropolis Investment Management
Missouri
$1.51M
JWBC
354
John W. Brooker & Co
California
$1.45M +$6.79K +42 +0.5%
SC
355
Soundwatch Capital
Connecticut
$1.45M +$626K +3,872 +70%
Bessemer Group
356
Bessemer Group
New Jersey
$1.45M +$133K +820 +11%
CA
357
Cetera Advisors
Colorado
$1.44M +$74.7K +462 +6%
AWM
358
AE Wealth Management
Kansas
$1.44M -$1.27M -7,833 -48%
TFGT
359
TS Financial Group (TSFG)
Illinois
$1.42M +$113K +701 +9%
MWP
360
MYCIO Wealth Partners
Pennsylvania
$1.42M +$8.25K +51 +0.6%
SIA
361
Starfire Investment Advisers
Michigan
$1.41M +$1.29K +8 +0.1%
PA
362
Parallel Advisors
California
$1.41M -$92.5K -572 -7%
SCP
363
Syntal Capital Partners
Texas
$1.4M -$355K -2,196 -21%
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$1.39M +$1.25M +7,730 +2,040%
HH
365
Hilltop Holdings
Texas
$1.38M -$119K -736 -8%
PWM
366
Perigon Wealth Management
California
$1.38M +$26.7K +165 +2%
MFGP
367
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.36M +$12K +74 +0.9%
SHJ
368
Sharkey, Howes & Javer
Colorado
$1.34M -$163K -1,006 -11%
BFM
369
Broadview Financial Management
Wisconsin
$1.33M -$30.1K -186 -2%
JSAM
370
J. Safra Asset Management
New York
$1.31M -$177M -1,091,496 -99%
LC
371
Lavaca Capital
Texas
$1.31M +$1.23M +7,627 New
APA
372
American Portfolios Advisors
New York
$1.29M -$19.3K -119 -2%
EIP
373
Ellis Investment Partners
Pennsylvania
$1.29M -$39.2K -242 -3%
SA
374
Strategic Advisors
New York
$1.28M +$182K +1,127 +19%
CAM
375
Chandler Asset Management
California
$1.27M

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.