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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
SVWAG
501
Sound View Wealth Advisors Group
Georgia
$611K -$20.1K -124 -3%
KTC
502
Kistler-Tiffany Companies
Pennsylvania
$605K
LWM
503
Lenox Wealth Management
Ohio
$604K -$14.6K -90 -2%
TFS
504
TrustCore Financial Services
Tennessee
$603K
OIA
505
OneDigital Investment Advisors
Kansas
$601K +$1.78K +11 +0.3%
BAS
506
Brown Advisory Securities
Maryland
$597K -$26K -161 -5%
PAM
507
Palisade Asset Management
Minnesota
$589K -$5.99K -37 -1%
IFG
508
Independent Financial Group
California
$585K -$145K -896 -21%
ST
509
Spinnaker Trust
Maine
$584K
PPW
510
Parcion Private Wealth
Washington
$583K
SCM
511
Smith Capital Management
Arkansas
$579K
RPGK
512
Retirement Planning Group (Kansas)
Kansas
$578K -$37.7K -233 -6%
MWM
513
Madison Wealth Management
Ohio
$575K +$542K +3,351 New
PFG
514
Pacific Financial Group
Washington
$572K
NL
515
NWAM LLC
Washington
$572K +$25.7K +159 +5%
RA
516
RFG Advisory
Alabama
$568K -$1.78K -11 -0.3%
EI
517
Ellevest Inc
New York
$566K +$1.62K +10 +0.3%
CCG
518
Cypress Capital Group
Florida
$565K
CA
519
Cortland Associates
Missouri
$562K
BOPW
520
Brandywine Oak Private Wealth
Pennsylvania
$558K +$527K +3,256 New
BTW
521
Boston Trust Walden
Massachusetts
$555K
N
522
Nuveen
North Carolina
$554K +$522K +3,228 New
MWA
523
Meridian Wealth Advisors
Texas
$552K
CAM
524
Cozad Asset Management
Illinois
$551K +$519K +3,210 New
DY
525
Dowling & Yahnke
California
$548K -$29.9K -185 -5%

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.