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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
CWM
576
Chesapeake Wealth Management
Virginia
$427K -$26.4K -143 -6%
AFP
577
Ausdal Financial Partners
Iowa
$423K -$11.1K -60 -3%
LL
578
LPWM LLC
Minnesota
$423K
GRP
579
Global Retirement Partners
California
$422K +$87.2K +472 +26%
BA
580
Bristlecone Advisors
Washington
$418K +$1.11K +6 +0.3%
DIM
581
Delta Investment Management
California
$416K +$1.29K +7 +0.3%
HFRG
582
Houlihan Financial Resource Group
Virginia
$414K +$383K +2,073 New
PW
583
Price Wealth
Texas
$410K
FHA
584
Flagship Harbor Advisors
Massachusetts
$406K -$102K -550 -20%
BCWM
585
Blue Chip Wealth Management
Florida
$404K +$924 +5 +0.2%
NCM
586
Northside Capital Management
Oregon
$398K
KBFS
587
Kohmann Bosshard Financial Services
Ohio
$395K
EE
588
EWG Elevate
California
$395K +$70.7K +383 +22%
DADC
589
D.A. Davidson & Co
Montana
$387K
PL
590
Parthenon LLC
Kentucky
$386K
CMA
591
Cedar Mountain Advisors
Oregon
$385K -$19.6K -106 -5%
GG
592
Gofen & Glossberg
Illinois
$382K
AWA
593
Acorn Wealth Advisors
Michigan
$381K
CPO
594
Cerity Partners OCIO
New York
$378K
PAMG
595
Patton Albertson Miller Group
Tennessee
$378K +$41K +222 +12%
Wealth Enhancement Advisory Services
596
Wealth Enhancement Advisory Services
Minnesota
$374K -$2.4K -13 -0.7%
TNB
597
TCF National Bank
South Dakota
$369K +$364K +1,971 New
PWAP
598
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$367K
DBT
599
Dubuque Bank & Trust
Iowa
$366K -$46.2K -250 -11%
Rockefeller Capital Management
600
Rockefeller Capital Management
New York
$363K +$57.4K +311 +19%

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.