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iShares Russell 1000 ETF
IWB

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: 775 → 798 (+23)

1% less funds holding in top 10

Funds holding in top 10: 107 → 106 (-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

Top Buyers

Rank Fund Capital Flow
1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$363M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$212M
3
CIM
CenturyLink Investment Management
Colorado
+$186M
4
CM
Churchill Management
California
+$147M
5
CFA
Capstone Financial Advisors
Illinois
+$101M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$434M
2
JSAM
J. Safra Asset Management
New York
-$177M
3
Bank of America
Bank of America
North Carolina
-$96.2M
4
CCA
Catalyst Capital Advisors
New York
-$73.8M
5
MRC
Millburn Ridgefield Corp
New York
-$73.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
376
Gemmer Asset Management
California
$1.27M +$2.43K +15 +0.2%
FT
377
Fiduciary Trust
Massachusetts
$1.26M – – –
CCM
378
Covington Capital Management
California
$1.26M -$167K -1,033 -12%
BCWM
379
Bartlett & Co Wealth Management
Ohio
$1.26M +$84.9K +525 +8%
BC
380
Bartlett & Co
Ohio
$1.26M +$84.9K +525 +8%
KeyBank National Association
381
KeyBank National Association
Ohio
$1.25M – – –
LNWWM
382
Laird Norton Wetherby Wealth Management
California
$1.24M -$25.6K -158 -2%
AWS
383
AJ Wealth Strategies
New York
$1.24M +$602K +3,721 +106%
Lido Advisors
384
Lido Advisors
California
$1.24M +$87K +538 +8%
FWCM
385
Ferguson Wellman Capital Management
Oregon
$1.23M – – –
Lazard Asset Management
386
Lazard Asset Management
New York
$1.23M -$964K -5,957 -45%
MCM
387
MAI Capital Management
Ohio
$1.23M -$14.7K -91 -1%
HWA
388
Heritage Wealth Advisors
Virginia
$1.22M – – –
CMANY
389
Capital Management Associates (New York)
New York
$1.2M – – –
CT
390
Coastline Trust
Rhode Island
$1.19M -$69.6K -430 -6%
DWM
391
Doyle Wealth Management
Florida
$1.19M -$42.7K -264 -4%
SWM
392
Southern Wealth Management
Texas
$1.17M +$1.11M +6,841 New
SCM
393
Stordahl Capital Management
Colorado
$1.17M – – –
PPCM
394
Pillar Pacific Capital Management
California
$1.16M +$64.7K +400 +6%
PGFC
395
Peapack-Gladstone Financial Corp
New Jersey
$1.15M – – –
EWM
396
Empirical Wealth Management
Washington
$1.15M -$25.7K -159 -2%
IA
397
IFP Advisors
Florida
$1.15M +$51.9K +321 +5%
FLPIM
398
F.L. Putnam Investment Management
Massachusetts
$1.14M -$487K -3,010 -31%
WF
399
Welch & Forbes
Massachusetts
$1.14M – – –
CWM
400
Calamos Wealth Management
Illinois
$1.13M -$98.4K -608 -8%
14 15
16
17 18

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.