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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
MLIC
651
Mandatum Life Insurance Company
Finland
$284K
VA
652
Valmark Advisers
Ohio
$284K +$554 +3 +0.2%
AC
653
Apella Capital
Connecticut
$283K
VCA
654
Verdence Capital Advisors
Maryland
$283K
PAG
655
Pinnacle Advisory Group
Maryland
$282K
IA
656
IFG Advisors
Missouri
$282K +$1.11K +6 +0.4%
EP
657
Eudaimonia Partners
Tennessee
$281K
FC
658
Ferris Capital
Massachusetts
$281K +$277K +1,501 New
VC
659
Vicus Capital
Pennsylvania
$278K +$1.11K +6 +0.4%
NNP
660
Nachman Norwood & Parrott
South Carolina
$273K
COF
661
Capital One Financial
Virginia
$271K -$178K -962 -40%
IWAG
662
Integer Wealth Advisors Group
Georgia
$268K -$9.79K -53 -4%
AMG
663
Asset Management Group
Connecticut
$268K +$1.11K +6 +0.4%
AAM
664
Aureus Asset Management
Massachusetts
$266K +$32K +173 +14%
MWA
665
Moser Wealth Advisors
Washington
$265K +$50.2K +272 +24%
SGK
666
Steigerwald Gordon & Koch
Virginia
$259K
PFC
667
Phocas Financial Corp
California
$258K
PA
668
Pinnacle Associates
New York
$258K +$255K +1,380 New
MSS
669
Mitchell Sinkler & Starr
Pennsylvania
$257K
LA
670
LVW Advisors
New York
$255K +$251K +1,360 New
FAG
671
Financial Advisory Group
Texas
$255K +$252K +1,362 New
BFM
672
Boothbay Fund Management
New York
$254K +$251K +1,358 New
FIA
673
Foundations Investment Advisors
Arizona
$253K +$19.8K +107 +9%
AP
674
Americana Partners
Texas
$251K
IRC
675
Investors Research Corp
Georgia
$249K +$246K +1,333 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.