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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
UFF
551
USA Financial Formulas
Michigan
$496K +$478K +2,589 +4,176%
JIC
552
Joel Isaacson & Co
New York
$492K
WAM
553
Weatherly Asset Management
California
$489K -$343K -1,857 -42%
FWM
554
Fairhaven Wealth Management
Illinois
$487K
CC
555
Courier Capital
New York
$484K -$41.7K -226 -8%
FBB
556
Fulton Breakefield Broenniman
Maryland
$484K -$10.2K -55 -2%
CCP
557
Cardan Capital Partners
Colorado
$484K
CM
558
Columbus Macro
Pennsylvania
$484K
WWM
559
Western Wealth Management
Colorado
$481K -$99.7K -540 -17%
PMFA
560
Plante Moran Financial Advisors
Michigan
$475K +$19.9K +108 +4%
LP
561
LGL Partners
Pennsylvania
$472K +$1.85K +10 +0.4%
NFC
562
Northeast Financial Consultants
Connecticut
$468K +$462K +2,500 New
CIC
563
Carnegie Investment Counsel
Ohio
$467K
CAL
564
Capital Advisors Ltd
Ohio
$467K +$185 +1 +0%
CWM
565
Concentric Wealth Management
California
$465K -$3.14K -17 -0.7%
CAI
566
Capital Advisors Inc
Oklahoma
$458K
SPC
567
Sigma Planning Corp
Michigan
$458K +$452K +2,447 New
SWM
568
Segment Wealth Management
Texas
$456K
OBWP
569
O'Brien Wealth Partners
Massachusetts
$455K
S
570
SignatureFD
Georgia
$447K -$303K -1,642 -41%
CIBC World Market
571
CIBC World Market
Ontario, Canada
$442K
DC
572
Davenport & Co
Virginia
$439K -$322K -1,746 -43%
AA
573
Alesco Advisors
New York
$435K
SG
574
StoneX Group
New York
$435K +$924 +5 +0.2%
CHP
575
Cable Hill Partners
Oregon
$430K

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.