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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
KLI
601
Kelman-Lazarov Inc
Tennessee
$339K -$12K -74 -4%
BP
602
BBR Partners
New York
$337K
PWAP
603
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$336K -$9.06K -56 -3%
BFA
604
Beaumont Financial Advisors
Massachusetts
$332K +$32.4K +200 +12%
AA
605
Ancora Advisors
Ohio
$328K
NWM
606
Northwest Wealth Management
Iowa
$325K
FM
607
Foster & Motley
Ohio
$325K +$307K +1,896 New
FPCG
608
Fort Pitt Capital Group
Pennsylvania
$324K
DLCIG
609
D.L. Carlson Investment Group
New Hampshire
$322K -$63.4K -392 -17%
PA
610
Procyon Advisors
Connecticut
$318K
NHC
611
Nicholas Hoffman & Company
Georgia
$317K
RWA
612
Ropes Wealth Advisors
Massachusetts
$317K
JFA
613
Johanson Financial Advisors
California
$317K +$18.8K +116 +7%
OR
614
Olympiad Research
Connecticut
$309K -$455K -2,811 -61%
PAMG
615
Patton Albertson Miller Group
Tennessee
$309K
Two Sigma Advisers
616
Two Sigma Advisers
New York
$309K +$291K +1,800 New
GRP
617
Global Retirement Partners
California
$306K +$21K +130 +8%
VFA
618
Voya Financial Advisors
Connecticut
$303K
SYBT
619
Stock Yards Bank & Trust
Kentucky
$300K
IWC
620
Integrated Wealth Concepts
Massachusetts
$297K -$4.69K -29 -2%
EE
621
EWG Elevate
California
$297K
MMHP
622
Murphy Middleton Hinkle & Parker
Georgia
$297K
CNC
623
Canandaigua National Corp
New York
$296K +$279K +1,724 New
CCP
624
Corient Capital Partners
California
$294K
LBA
625
Letko, Brosseau & Associates
Quebec, Canada
$293K +$276K +1,709 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.