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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
FIA
676
Foundations Investment Advisors
Arizona
$216K +$201K +1,244 New
RIA
677
Regal Investment Advisors
Michigan
$215K +$202K +1,250 New
BHB
678
Bank Hapoalim BM
Israel
$215K +$202K +1,251 New
AAM
679
Aureus Asset Management
Massachusetts
$214K -$32.4K -200 -14%
SBL
680
Sargent Bickham Lagudis
Colorado
$212K
AC
681
AlphaCore Capital
California
$211K -$37.5K -232 -16%
LCOV
682
London Company of Virginia
Virginia
$206K -$17.2M -106,581 -99%
CWM
683
Circle Wealth Management
New Jersey
$206K +$194K +1,200 New
CNFG
684
Creegan & Nassoura Financial Group
New Hampshire
$206K +$194K +1,200 New
QC
685
QCM Cayman
Texas
$206K +$194K +1,200 New
SAM
686
Summit Asset Management
Tennessee
$206K +$194K +1,200 New
ZCA
687
Zeke Capital Advisors
Pennsylvania
$204K +$192K +1,187 New
DT
688
Diversified Trust
Tennessee
$204K +$193K +1,190 New
AWA
689
Arete Wealth Advisors
Illinois
$203K +$191K +1,180 New
VCP
690
Vista Capital Partners
Oregon
$203K +$191K +1,182 New
HTHT
691
Hemenway Trust Hemenway Trust
New Hampshire
$202K +$190K +1,175 New
GP
692
Geneva Partners
Wisconsin
$201K +$190K +1,173 New
HWM
693
Howard Wealth Management
Connecticut
$201K +$190K +1,175 New
MWA
694
Moser Wealth Advisors
Washington
$197K
FANJ
695
Financial Architects (New Jersey)
New Jersey
$191K
CFD
696
Creative Financial Designs
Indiana
$180K +$169K +1,047 New
CIAS
697
Capital Investment Advisory Services
North Carolina
$178K
WA
698
WestEnd Advisors
North Carolina
$175K
CP
699
Covenant Partners
Tennessee
$173K
SAM
700
S.A. Mason
Michigan
$172K

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.