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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
UAS
426
United Asset Strategies
New York
$983K -$87.9K -476 -8%
VCM
427
Vision Capital Management
Oregon
$973K
LCOV
428
London Company of Virginia
Virginia
$973K +$738K +3,997 +333%
NCM
429
Neumann Capital Management
California
$964K -$25.7K -139 -3%
AC
430
Alexandria Capital
Virginia
$964K -$3.51K -19 -0.4%
RC
431
RegentAtlantic Capital
New Jersey
$955K
LWA
432
LWS Wealth Advisors
New Jersey
$952K -$70.9K -384 -7%
CAAS
433
Capital Asset Advisory Services
Michigan
$951K -$47.1K -255 -5%
RJT
434
Raymond James Trust
Florida
$946K +$8.87K +48 +1%
CT
435
Coastline Trust
Rhode Island
$941K -$356K -1,930 -28%
PGWM
436
Parisi Gray Wealth Management
New Jersey
$933K +$4.06K +22 +0.4%
ZIC
437
ZWJ Investment Counsel
Georgia
$930K
BF
438
Blankinship & Foster
California
$927K -$40.1K -217 -4%
PG
439
Patten Group
Tennessee
$925K +$8.68K +47 +1%
PP
440
Pegasus Partners
Wisconsin
$922K +$369 +2 +0%
NCM
441
Next Capital Management
New York
$917K
FSA
442
Financial Services Advisory
Maryland
$911K -$9.54M -51,648 -91%
MAA
443
Matrix Asset Advisors
New York
$906K +$29K +157 +3%
PPA
444
Parametric Portfolio Associates
Washington
$903K -$4.22M -22,860 -83%
AF
445
Allworth Financial
California
$902K -$141K -766 -14%
WB
446
WesBanco Bank
West Virginia
$902K +$5.54K +30 +0.6%
MRCM
447
M&R Capital Management
New Jersey
$901K +$3.33K +18 +0.4%
Financial Engines Advisors
448
Financial Engines Advisors
California
$896K -$10.3K -56 -1%
VWA
449
Visionary Wealth Advisors
Illinois
$891K +$879K +4,761 New
DP
450
Denver PWM
Colorado
$881K +$3.51K +19 +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.