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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
SCP
526
Syntal Capital Partners
Texas
$552K -$956K -5,177 -64%
WPA
527
West Paces Advisors
Georgia
$550K
CSIC
528
Clifford Swan Investment Counsel
California
$550K +$75.7K +410 +16%
CAG
529
Crestwood Advisors Group
Massachusetts
$549K +$10.5K +57 +2%
DDPIC
530
Deroy & Devereaux Private Investment Counsel
Michigan
$546K +$2.77K +15 +0.5%
AIM
531
Aspen Investment Management
Michigan
$540K
PWMG
532
Prestige Wealth Management Group
New Jersey
$539K -$52.6K -285 -9%
SVWAG
533
Sound View Wealth Advisors Group
Georgia
$537K -$128K -691 -19%
YWP
534
YorkBridge Wealth Partners
New York
$534K +$5.54K +30 +1%
HWM
535
Hohimer Wealth Management
Washington
$533K
KCPG
536
Kavar Capital Partners Group
Kansas
$532K -$23.6K -128 -4%
OFS
537
Oldfather Financial Services
Nebraska
$531K +$140K +757 +39%
N
538
Nuveen
North Carolina
$529K -$73.7K -399 -12%
MPM
539
Meritage Portfolio Management
Kansas
$529K
VWM
540
Venturi Wealth Management
Texas
$527K
HGWM
541
Horst & Graben Wealth Management
Oregon
$521K +$5.73K +31 +1%
SFG
542
Summit Financial Group
West Virginia
$519K
LPT
543
Legacy Private Trust
Wisconsin
$518K -$75.7K -410 -13%
GWSG
544
GPS Wealth Strategies Group
Colorado
$518K +$512K +2,770 New
SCA
545
STALEY CAPITAL ADVISERS
Pennsylvania
$514K
MGWM
546
Marks Group Wealth Management
Minnesota
$512K
WA
547
Waverly Advisors
Alabama
$506K
Renaissance Technologies
548
Renaissance Technologies
New York
$505K -$1.27M -6,900 -72%
SWMG
549
Strategic Wealth Management Group
Maryland
$505K +$499K +2,700 New
AIP
550
Almanack Investment Partners
Pennsylvania
$498K +$464K +2,512 New

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.