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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
HPC
701
HM Payson & Co
Maine
$169K -$3.15M -19,473 -95%
BAM
702
Belpointe Asset Management
Nevada
$168K
SFSG
703
Stearns Financial Services Group
North Carolina
$166K -$5.01K -31 -3%
MWP
704
Meridian Wealth Partners
Pennsylvania
$163K -$8.09K -50 -5%
AA
705
AlphaMark Advisors
Kentucky
$159K
APWM
706
Atlas Private Wealth Management
New York
$155K
LFG
707
LifePlan Financial Group
Ohio
$153K +$43.5K +269 +43%
LFG
708
Larson Financial Group
Missouri
$147K +$88.2K +545 +175%
SIC
709
Salem Investment Counselors
North Carolina
$144K -$25.4K -157 -16%
TCM
710
TD Capital Management
Tennessee
$140K -$1.29K -8 -1%
SFS
711
Sowell Financial Services
Arkansas
$125K +$11.8K +73 +11%
LIA
712
LS Investment Advisors
Michigan
$120K
PK
713
Pflug Koory
Nebraska
$120K
RFA
714
Reilly Financial Advisors
California
$120K
FDCDDQ
715
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$112K -$19.3K -119 -15%
NG
717
NWK Group
California
$110K -$110K -681 -52%
BCM
718
Blume Capital Management
California
$108K +$162 +1 +0.2%
FWM
719
Filbrandt Wealth Management
Wisconsin
$105K
HI
720
Hudock Inc
Pennsylvania
$101K
SIAS
721
Shine Investment Advisory Services
Colorado
$100K
FHA
722
First Horizon Advisors
Tennessee
$94K -$429K -2,649 -83%
NSB
723
Norway Savings Bank
Maine
$94K
POIA
724
Pin Oak Investment Advisors
Texas
$90K
CTC
725
Central Trust Company
Missouri
$89K

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.