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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
TCWM
626
Total Clarity Wealth Management
Illinois
$290K -$29.9K -185 -10%
TWM
627
Tolleson Wealth Management
Texas
$290K
IA
628
Independence Advisors
Pennsylvania
$287K +$161K +997 +148%
SW
629
SkyOak Wealth
Michigan
$285K +$6.15K +38 +2%
HTC
630
Haverford Trust Company
Pennsylvania
$283K
WIM
631
Weitz Investment Management
Nebraska
$283K
CW
632
CreativeOne Wealth
Kansas
$282K +$266K +1,643 New
PWLP
633
Prio Wealth Limited Partnership
Massachusetts
$282K +$266K +1,645 New
CIA
634
Capital Investment Advisors
Georgia
$281K -$6.63K -41 -2%
Rockefeller Capital Management
635
Rockefeller Capital Management
New York
$280K -$9.87K -61 -4%
IRAG
636
Investment Research & Advisory Group
Georgia
$279K
TTWM
637
TCV Trust & Wealth Management
Virginia
$275K
CAM
638
Cresset Asset Management
Illinois
$275K +$259K +1,599 New
EWF
639
Epstein & White Financial
California
$270K -$6.63K -41 -3%
ERIM
640
Eagle Ridge Investment Management
Connecticut
$269K -$5.01K -31 -2%
MFS
641
McNamara Financial Services
Massachusetts
$268K -$21K -130 -8%
MCM
642
Maryland Capital Management
Maryland
$266K +$251K +1,552 New
FWP
643
FAS Wealth Partners
Kansas
$264K
HCP
644
Holt Capital Partners
Texas
$264K
KCM
645
Kendall Capital Management
Maryland
$263K +$248K +1,534 New
BFG
646
Barber Financial Group
Kansas
$261K
IWAG
647
Integer Wealth Advisors Group
Georgia
$261K
MLIC
648
Mandatum Life Insurance Company
Finland
$261K
VCA
649
Verdence Capital Advisors
Maryland
$260K
VA
650
Valmark Advisers
Ohio
$260K +$245K +1,516 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.