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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
ADL
401
Asset Dedication LLC
California
$1.16M +$1.11K +6 +0.1%
RWA
402
River Wealth Advisors
Pennsylvania
$1.16M
ST
403
Smithfield Trust
Pennsylvania
$1.16M -$1.11K -6 -0.1%
ACM
404
Azimuth Capital Management
Michigan
$1.15M +$12.2K +66 +1%
GL
405
Graypoint LLC
New York
$1.15M
TF
406
TimeScale Financial
Massachusetts
$1.15M +$4.62K +25 +0.4%
OMC
407
Old Mission Capital
Illinois
$1.14M -$3.41M -18,454 -75%
DPI
408
Diversified Portfolios Inc
Michigan
$1.14M -$28.1K -152 -2%
HW
409
Hancock Whitney
Mississippi
$1.11M -$110K -598 -9%
EVM
410
Eaton Vance Management
Massachusetts
$1.1M -$31.2K -169 -3%
SMC
411
Smith, Moore & Co
Missouri
$1.09M
AP
412
Adero Partners
California
$1.06M
MWM
413
Mission Wealth Management
California
$1.06M +$110K +594 +12%
SF
414
Synovus Financial
Georgia
$1.06M +$38K +206 +4%
AC
415
Abbrea Capital
California
$1.06M +$32K +173 +3%
AIM
416
Avity Investment Management
Connecticut
$1.05M -$18.5K -100 -2%
HWA
417
Heritage Wealth Advisors
Virginia
$1.05M -$277K -1,500 -21%
SBH
418
Segall Bryant & Hamill
Illinois
$1.04M -$46.2K -250 -4%
LNC
419
Lincoln National Corp
Pennsylvania
$1.04M -$133K -722 -12%
ABC
420
Associated Banc-Corp
Wisconsin
$1.02M
CST
421
Charles Schwab Trust
Nevada
$1.02M
TIA
422
Tiemann Investment Advisors
California
$1M
HFA
423
HC Financial Advisors
California
$1M -$149K -805 -13%
HPC
424
Hobart Private Capital
North Carolina
$994K -$751K -4,065 -43%
LFWA
425
LBJ Family Wealth Advisors
Texas
$985K +$4.06K +22 +0.4%

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.