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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
RSWM
451
Robertson Stephens Wealth Management
California
$870K +$23.8K +129 +3%
RPG
452
Resource Planning Group
Georgia
$835K -$88.5K -479 -7%
BDF
453
Balasa Dinverno & Foltz
$833K
DI
454
Disciplined Investments
Oklahoma
$813K -$29.4K -159 -4%
Members Trust
455
Members Trust
Florida
$807K -$139K -753 -15%
SF
456
Summit Financial
New Jersey
$807K
ECG
457
Edge Capital Group
Georgia
$803K +$41.7K +226 +6%
LDB
458
Lee, Danner & Bass
Tennessee
$798K -$6.46K -35 -0.8%
FCI
459
Financial Counselors Inc
Kansas
$783K
VBFG
460
Vishria Bird Financial Group
Tennessee
$783K
BAS
461
Brown Advisory Securities
Maryland
$776K +$145K +786 +23%
KFI
462
Key Financial Inc
Pennsylvania
$775K -$34.4K -186 -4%
FAM
463
Flaharty Asset Management
Florida
$767K -$421K -2,278 -36%
LFAS
464
Level Four Advisory Services
Texas
$757K -$8.68K -47 -1%
PFG
465
Pacific Financial Group
Washington
$757K
TFCP
466
Twin Focus Capital Partners
Massachusetts
$752K
RSS
467
Rosenblum Silverman Sutton
California
$750K -$180K -973 -20%
LIM
468
Leavell Investment Management
Alabama
$749K
SFP
469
Shepherd Financial Partners
Massachusetts
$742K
RPGK
470
Retirement Planning Group (Kansas)
Kansas
$740K +$108K +584 +17%
FBFS
471
First Business Financial Services
Wisconsin
$736K -$53.6K -290 -7%
RG
472
Rathbones Group
United Kingdom
$734K +$54.1K +293 +8%
FNT
473
First National Trust
Pennsylvania
$729K -$10.3K -56 -1%
CWC
474
Carolinas Wealth Consulting
North Carolina
$726K +$2.96K +16 +0.4%
SC
475
Soundwatch Capital
Connecticut
$725K -$1.02M -5,529 -59%

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.