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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
FBFS
476
First Business Financial Services
Wisconsin
$725K
FCI
477
Financial Counselors Inc
Kansas
$719K +$21.7K +134 +3%
VBFG
478
Vishria Bird Financial Group
Tennessee
$718K
DC
479
Davenport & Co
Virginia
$702K -$43.4K -268 -6%
LFAS
480
Level Four Advisory Services
Texas
$702K +$662K +4,091 New
ECG
481
Edge Capital Group
Georgia
$697K -$17.6K -109 -3%
S
482
SignatureFD
Georgia
$692K -$40.4K -250 -6%
TFCP
483
Twin Focus Capital Partners
Massachusetts
$689K -$485K -3,000 -43%
LIM
484
Leavell Investment Management
Alabama
$687K
SFP
485
Shepherd Financial Partners
Massachusetts
$681K -$8.74K -54 -1%
CPA
486
Capital Planning Advisors
California
$680K
FNT
487
First National Trust
Pennsylvania
$678K -$16.2K -100 -2%
MOS
488
MGO One Seven
Ohio
$671K +$159K +980 +33%
W
489
Wealthquest
Ohio
$666K +$628K +3,882 New
PP
490
Palladium Partners
Virginia
$664K
CWC
491
Carolinas Wealth Consulting
North Carolina
$663K +$3.72K +23 +0.6%
ATC
492
Argent Trust Co
Tennessee
$663K +$56.5K +349 +10%
PWPS
493
Pinnacle Wealth Planning Services
Ohio
$652K -$4.16M -25,731 -87%
BCP
494
Berkeley Capital Partners
Georgia
$652K
CC
495
Callan Capital
California
$650K -$25.1M -155,377 -98%
HCC
496
Hirtle Callaghan & Co
Pennsylvania
$632K +$596K +3,681 New
ASW
497
Astoria Strategic Wealth
Texas
$629K
RG
498
Rathbones Group
United Kingdom
$623K +$34.5K +213 +6%
MA
499
MONECO Advisors
Connecticut
$618K +$1.78K +11 +0.3%
RP
500
Riverbridge Partners
Minnesota
$615K -$19.6K -121 -3%

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.