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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
US Bancorp
26
US Bancorp
Minnesota
$164M -$3.24M -20,046 -2%
CM
27
Churchill Management
California
$156M +$147M +909,435 New
RC
28
Rinet Company
Massachusetts
$154M -$3.66M -22,629 -2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$154M -$58.6M -362,404 -29%
Comerica Bank
30
Comerica Bank
Texas
$135M +$35.1M +217,104 +42%
Ameriprise
31
Ameriprise
Minnesota
$130M +$32.5M +201,032 +36%
PCA
32
Personal Capital Advisors
California
$129M -$5.27M -32,572 -4%
GMA
33
Goldstein Munger & Associates
California
$106M +$4.1M +25,349 +4%
BOS
34
Bingham Osborn & Scarborough
California
$104M -$504K -3,118 -0.5%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$99M -$3.27M -20,207 -3%
HHGA
36
Halbert Hargrove Global Advisors
California
$96.4M +$88.8M +548,982 +4,443%
LPL Financial
37
LPL Financial
California
$87M -$13.2M -81,860 -14%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$86.3M +$7.45M +46,057 +10%
Creative Planning
39
Creative Planning
Kansas
$81.1M -$372K -2,301 -0.5%
Goldman Sachs
40
Goldman Sachs
New York
$76.6M -$5.38M -33,231 -7%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$69M -$16.4M -101,200 -20%
HighTower Advisors
42
HighTower Advisors
Illinois
$68.2M +$2.19M +13,530 +4%
KP
43
Keel Point
Alabama
$66.2M -$10.5M -65,202 -14%
AIA
44
Arbor Investment Advisors
North Carolina
$62.1M +$8.42M +52,020 +17%
EW
45
Emerson Wealth
Michigan
$61.9M +$5.41M +33,468 +8%
Truist Financial
46
Truist Financial
North Carolina
$61.6M -$3.99M -24,668 -6%
JP Morgan Chase
47
JP Morgan Chase
New York
$61.3M -$25.4M -156,896 -31%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$60.1M -$21.7M -134,329 -28%
MLFP
49
MPS Loria Financial Planners
Illinois
$57.5M +$1.29M +7,960 +2%
ANTB
50
AMG National Trust Bank
Colorado
$56.8M +$11.3M +69,962 +27%

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.