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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
BFA
601
Beaumont Financial Advisors
Massachusetts
$362K
AA
602
Ancora Advisors
Ohio
$357K
FM
603
Foster & Motley
Ohio
$355K +$185 +1 +0.1%
FPCG
604
Fort Pitt Capital Group
Pennsylvania
$354K
JFA
605
Johanson Financial Advisors
California
$353K +$1.48K +8 +0.4%
CFG
606
Citizens Financial Group
Rhode Island
$353K +$266K +1,440 +320%
CSPIA
607
Cary Street Partners Investment Advisory
Virginia
$353K +$348K +1,885 New
MAM
608
Meeder Asset Management
Ohio
$352K -$184K -994 -35%
NHC
609
Nicholas Hoffman & Company
Georgia
$345K
RWA
610
Ropes Wealth Advisors
Massachusetts
$345K
PA
611
Procyon Advisors
Connecticut
$343K -$2.77K -15 -0.8%
NWM
612
Northwest Wealth Management
Iowa
$342K -$12K -65 -3%
CIA
613
Capital Investment Advisors
Georgia
$342K +$35.5K +192 +12%
CCT
614
Country Club Trust
Missouri
$342K +$337K +1,825 New
CF
615
Centaurus Financial
California
$337K -$792K -4,286 -70%
RPSA
616
Richard P. Slaughter Associates
Texas
$336K +$332K +1,799 New
KLI
617
Kelman-Lazarov Inc
Tennessee
$332K -$37.3K -202 -10%
VFA
618
Voya Financial Advisors
Connecticut
$331K -$2.59K -14 -0.8%
PFS
619
Prospera Financial Services
Texas
$331K +$88.8K +481 +37%
SYBT
620
Stock Yards Bank & Trust
Kentucky
$327K
DLCIG
621
D.L. Carlson Investment Group
New Hampshire
$326K -$24.8K -134 -7%
Betterment LLC
622
Betterment LLC
New York
$323K -$174K -942 -35%
CNC
623
Canandaigua National Corp
New York
$323K
CCP
624
Corient Capital Partners
California
$320K
1SB
625
1ST Source Bank
Indiana
$320K +$316K +1,709 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.