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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
GG
676
Greenwood Gearhart
Arkansas
$248K
NC
677
NovaPoint Capital
Georgia
$244K -$20.5K -111 -8%
BEAM
678
Baker Ellis Asset Management
Washington
$243K -$17.7K -96 -7%
MAS
679
Madden Advisory Services
Florida
$241K -$15.1K -82 -6%
BHIA
680
Birch Hill Investment Advisors
Massachusetts
$235K -$9.97K -54 -4%
IFAM
681
Institutional & Family Asset Management
Colorado
$233K -$248K -1,344 -52%
Thrivent Financial for Lutherans
682
Thrivent Financial for Lutherans
Minnesota
$231K +$228K +1,235 New
SS
683
Simplicity Solutions
Minnesota
$229K -$32.5K -176 -13%
CWM
684
Circle Wealth Management
New Jersey
$225K
CNFG
685
Creegan & Nassoura Financial Group
New Hampshire
$225K
QC
686
QCM Cayman
Texas
$225K
SAM
687
Summit Asset Management
Tennessee
$225K
PBF
688
Petix & Botte Financial
California
$223K -$263K -1,426 -54%
DT
689
Diversified Trust
Tennessee
$223K
ZCA
690
Zeke Capital Advisors
Pennsylvania
$222K
VCP
691
Vista Capital Partners
Oregon
$221K
AC
692
AlphaCore Capital
California
$220K -$10.5K -57 -5%
HTHT
693
Hemenway Trust Hemenway Trust
New Hampshire
$220K
GP
694
Geneva Partners
Wisconsin
$220K +$369 +2 +0.2%
AWA
695
Arete Wealth Advisors
Illinois
$219K -$2.03K -11 -0.9%
HWM
696
Howard Wealth Management
Connecticut
$219K
SBL
697
Sargent Bickham Lagudis
Colorado
$218K -$13.3K -72 -6%
EWM
698
EPG Wealth Management
Georgia
$216K +$213K +1,154 New
EWF
699
Epstein & White Financial
California
$211K -$82.9K -449 -29%
BIA
700
Bigelow Investment Advisors
Maine
$210K +$207K +1,120 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.