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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
PP
476
Palladium Partners
Virginia
$724K
W
477
Wealthquest
Ohio
$717K -$8.87K -48 -1%
ATC
478
Argent Trust Co
Tennessee
$711K -$11.1K -60 -2%
BCP
479
Berkeley Capital Partners
Georgia
$711K
CC
480
Callan Capital
California
$708K
ASW
481
Astoria Strategic Wealth
Texas
$699K
MA
482
MONECO Advisors
Connecticut
$697K +$22.9K +124 +3%
MYIA
483
Mount Yale Investment Advisors
Colorado
$681K -$193K -1,046 -22%
MFG
484
Merit Financial Group
Georgia
$675K +$667K +3,609 New
SEI Investments
485
SEI Investments
Pennsylvania
$668K -$4.05M -21,915 -86%
JWCA
486
J.W. Cole Advisors
Florida
$667K +$658K +3,563 New
VAG
487
VisionPoint Advisory Group
Texas
$664K -$101K -546 -13%
AT
488
Arden Trust
Delaware
$661K -$19.2M -103,757 -97%
KTC
489
Kistler-Tiffany Companies
Pennsylvania
$660K
TFS
490
TrustCore Financial Services
Tennessee
$659K +$1.66K +9 +0.3%
APSP
491
Asset Planning Services (Pennsylvania)
Pennsylvania
$645K +$57.4K +311 +10%
MG
492
Mather Group
Illinois
$644K +$141K +762 +28%
PAM
493
Palisade Asset Management
Minnesota
$642K
MOS
494
MGO One Seven
Ohio
$637K -$92.9K -503 -13%
ST
495
Spinnaker Trust
Maine
$637K
FCH
496
Freestone Capital Holdings
Washington
$634K
SWP
497
Strategic Wealth Partners
Ohio
$632K -$510K -2,760 -45%
SCM
498
Smith Capital Management
Arkansas
$631K
MWM
499
Madison Wealth Management
Ohio
$627K
RP
500
Riverbridge Partners
Minnesota
$626K -$43K -233 -7%

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.