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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
CAAS
426
Capital Asset Advisory Services
Michigan
$988K
AIM
427
Avity Investment Management
Connecticut
$985K -$25.1K -155 -3%
UAS
428
United Asset Strategies
New York
$984K -$30.4K -188 -3%
AP
429
Adero Partners
California
$973K -$152K -937 -14%
AF
430
Allworth Financial
California
$959K +$862K +5,330 +2,066%
AC
431
Abbrea Capital
California
$940K -$326K -2,018 -27%
LWA
432
LWS Wealth Advisors
New Jersey
$939K -$21.7K -134 -2%
SF
433
Synovus Financial
Georgia
$938K -$881K -5,447 -50%
ABC
434
Associated Banc-Corp
Wisconsin
$938K -$141K -874 -14%
CST
435
Charles Schwab Trust
Nevada
$933K +$879K +5,434 New
IWM
436
IHT Wealth Management
Illinois
$930K -$57.4K -355 -6%
TIA
437
Tiemann Investment Advisors
California
$922K -$23.3K -144 -3%
AIA
438
Alera Investment Advisors
Illinois
$913K -$469K -2,899 -35%
NCM
439
Neumann Capital Management
California
$908K +$128K +792 +18%
Wolverine Trading
440
Wolverine Trading
Illinois
$906K +$866K +5,354 New
LFWA
441
LBJ Family Wealth Advisors
Texas
$900K +$2.91K +18 +0.3%
VCM
442
Vision Capital Management
Oregon
$893K +$213K +1,318 +34%
BF
443
Blankinship & Foster
California
$888K -$2.91K -18 -0.3%
AC
444
Alexandria Capital
Virginia
$887K -$21K -130 -2%
RC
445
RegentAtlantic Capital
New Jersey
$876K -$32.4K -200 -4%
MWM
446
Mission Wealth Management
California
$870K +$206K +1,274 +34%
Members Trust
447
Members Trust
Florida
$870K +$819K +5,065 New
FCFC
448
First Commonwealth Financial Corp
Pennsylvania
$868K -$64.4K -398 -7%
RJT
449
Raymond James Trust
Florida
$859K +$155K +960 +24%
SBWM
450
Sunflower Bank Wealth Management
Arizona
$858K

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.