We are live on ! Find out more
IWB icon

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
CT
626
Cambridge Trust
Massachusetts
$318K +$314K +1,700 New
Luther King Capital Management (LKCM)
627
Luther King Capital Management (LKCM)
Texas
$317K
TWM
628
Tolleson Wealth Management
Texas
$316K
TCWM
629
Total Clarity Wealth Management
Illinois
$316K
IWC
630
Integrated Wealth Concepts
Massachusetts
$315K -$8.87K -48 -3%
ERIM
631
Eagle Ridge Investment Management
Connecticut
$315K +$21.8K +118 +8%
SW
632
SkyOak Wealth
Michigan
$310K
HTC
633
Haverford Trust Company
Pennsylvania
$309K
TI
634
tru Independence
Oregon
$309K +$304K +1,648 New
WIM
635
Weitz Investment Management
Nebraska
$308K
CFA
636
Carroll Financial Associates
North Carolina
$307K +$65.2K +353 +27%
MMHP
637
Murphy Middleton Hinkle & Parker
Georgia
$306K -$17.9K -97 -6%
IRAG
638
Investment Research & Advisory Group
Georgia
$306K
IA
639
Independence Advisors
Pennsylvania
$297K -$15.5K -84 -5%
CAM
640
Cresset Asset Management
Illinois
$295K -$4.06K -22 -1%
MA
641
Mutual Advisors
Nebraska
$295K +$291K +1,575 New
SPFA
642
Summit Place Financial Advisors
New Jersey
$295K +$291K +1,575 New
PWLP
643
Prio Wealth Limited Partnership
Massachusetts
$294K -$13.9K -75 -5%
FWP
644
FAS Wealth Partners
Kansas
$292K +$4.43K +24 +2%
MFS
645
McNamara Financial Services
Massachusetts
$291K -$739 -4 -0.3%
HCP
646
Holt Capital Partners
Texas
$287K
KCM
647
Kendall Capital Management
Maryland
$287K
ACP
648
Aveo Capital Partners
Colorado
$287K +$284K +1,536 New
TTWM
649
TCV Trust & Wealth Management
Virginia
$285K -$13.9K -75 -5%
BFG
650
Barber Financial Group
Kansas
$285K

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.