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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
OIA
501
OneDigital Investment Advisors
Kansas
$626K -$29.2K -158 -5%
RA
502
RFG Advisory
Alabama
$620K +$924 +5 +0.2%
CCG
503
Cypress Capital Group
Florida
$617K
PPW
504
Parcion Private Wealth
Washington
$617K
EI
505
Ellevest Inc
New York
$616K
CA
506
Cortland Associates
Missouri
$613K
BOPW
507
Brandywine Oak Private Wealth
Pennsylvania
$609K
CTB
508
Country Trust Bank
Illinois
$606K +$598K +3,237 New
BTW
509
Boston Trust Walden
Massachusetts
$605K
AIA
510
Alera Investment Advisors
Illinois
$604K -$389K -2,106 -39%
MWA
511
Meridian Wealth Advisors
Texas
$602K
CAM
512
Cozad Asset Management
Illinois
$601K
DY
513
Dowling & Yahnke
California
$598K
IFG
514
Independent Financial Group
California
$597K -$40.4K -219 -6%
AWC
515
Abundance Wealth Counselors
Pennsylvania
$595K
BL
516
Balentine LLC
Georgia
$591K +$185 +1 +0%
WPC
517
Waters Parkerson & Co
Louisiana
$589K
OC
518
Oppenheimer & Co
New York
$589K +$50.4K +273 +10%
BG
519
Bollard Group
Massachusetts
$585K
PWPS
520
Pinnacle Wealth Planning Services
Ohio
$577K -$132K -714 -19%
NPF
521
Norris Perne & French
Michigan
$571K +$1.85K +10 +0.3%
PFM
522
Parsec Financial Management
North Carolina
$569K +$15.5K +84 +3%
BBA
523
BLB&B Advisors
Pennsylvania
$567K +$559K +3,027 New
BCM
524
Brookstone Capital Management
Illinois
$557K +$297K +1,606 +117%
FCBT
525
First Citizens Bank & Trust
North Carolina
$555K -$32K -173 -6%

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.