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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
HGWM
551
Horst & Graben Wealth Management
Oregon
$472K +$485 +3 +0.1%
SCA
552
STALEY CAPITAL ADVISERS
Pennsylvania
$471K
MGWM
553
Marks Group Wealth Management
Minnesota
$470K +$443K +2,737 New
CC
554
Courier Capital
New York
$467K -$3.07K -19 -0.7%
FHA
555
Flagship Harbor Advisors
Massachusetts
$467K +$56.6K +350 +15%
MG
556
Mather Group
Illinois
$460K -$555K -3,432 -56%
Betterment LLC
557
Betterment LLC
New York
$458K +$1.94K +12 +0.5%
CAI
558
Capital Advisors Inc
Oklahoma
$457K -$17.8K -110 -4%
FBB
559
Fulton Breakefield Broenniman
Maryland
$453K -$8.09K -50 -2%
JIC
560
Joel Isaacson & Co
New York
$451K -$68.8K -425 -14%
FWM
561
Fairhaven Wealth Management
Illinois
$446K +$421K +2,600 New
CCP
562
Cardan Capital Partners
Colorado
$444K
CM
563
Columbus Macro
Pennsylvania
$444K
IFAM
564
Institutional & Family Asset Management
Colorado
$444K +$200K +1,236 +91%
Cetera Investment Advisers
565
Cetera Investment Advisers
Illinois
$442K -$370K -2,289 -47%
CSIC
566
Clifford Swan Investment Counsel
California
$435K
LP
567
LGL Partners
Pennsylvania
$431K +$1.46K +9 +0.4%
CWM
568
Concentric Wealth Management
California
$430K
CIC
569
Carnegie Investment Counsel
Ohio
$429K +$22.6K +140 +6%
CAL
570
Capital Advisors Ltd
Ohio
$428K -$67.5K -417 -14%
SWM
571
Segment Wealth Management
Texas
$418K
CWM
572
Chesapeake Wealth Management
Virginia
$417K
PMFA
573
Plante Moran Financial Advisors
Michigan
$417K +$16.3K +101 +4%
OBWP
574
O'Brien Wealth Partners
Massachusetts
$414K
COF
575
Capital One Financial
Virginia
$413K -$179K -1,106 -31%

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.