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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
LPT
526
Legacy Private Trust
Wisconsin
$546K
AWC
527
Abundance Wealth Counselors
Pennsylvania
$545K
PWMG
528
Prestige Wealth Management Group
New Jersey
$544K -$118K -730 -19%
BL
529
Balentine LLC
Georgia
$542K -$162 -1 -0%
WPC
530
Waters Parkerson & Co
Louisiana
$541K
FCBT
531
First Citizens Bank & Trust
North Carolina
$539K -$1.72M -10,629 -77%
APSP
532
Asset Planning Services (Pennsylvania)
Pennsylvania
$538K +$647 +4 +0.1%
BG
533
Bollard Group
Massachusetts
$537K +$506K +3,128 New
WWM
534
Western Wealth Management
Colorado
$534K -$117K -724 -19%
NPF
535
Norris Perne & French
Michigan
$522K -$713K -4,408 -59%
WA
536
Waverly Advisors
Alabama
$519K
KCPG
537
Kavar Capital Partners Group
Kansas
$510K +$4.85K +30 +1%
PFM
538
Parsec Financial Management
North Carolina
$507K -$10.2K -63 -2%
WPA
539
West Paces Advisors
Georgia
$505K
DDPIC
540
Deroy & Devereaux Private Investment Counsel
Michigan
$498K
AIM
541
Aspen Investment Management
Michigan
$496K
MAM
542
Meeder Asset Management
Ohio
$494K -$2.44M -15,081 -84%
CAG
543
Crestwood Advisors Group
Massachusetts
$494K -$23.6K -146 -5%
OC
544
Oppenheimer & Co
New York
$493K -$68K -420 -13%
YWP
545
YorkBridge Wealth Partners
New York
$485K +$6.47K +40 +1%
MPM
546
Meritage Portfolio Management
Kansas
$485K +$457K +2,824 New
VWM
547
Venturi Wealth Management
Texas
$483K +$456K +2,816 New
HWM
548
Hohimer Wealth Management
Washington
$477K
SFG
549
Summit Financial Group
West Virginia
$476K
FTUS
550
Flow Traders U.S.
New York
$476K +$449K +2,775 New

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.