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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
IP
701
Isthmus Partners
Wisconsin
$210K +$207K +1,120 New
KCM
702
Kanawha Capital Management
Virginia
$210K +$208K +1,124 New
FANJ
703
Financial Architects (New Jersey)
New Jersey
$208K
Calamos Advisors
704
Calamos Advisors
Illinois
$206K +$203K +1,100 New
PCM
705
Palouse Capital Management
Washington
$206K +$203K +1,100 New
ST
706
Sabal Trust
Florida
$206K +$203K +1,100 New
KF
707
Krilogy Financial
Missouri
$205K +$203K +1,097 New
GCP
708
Gill Capital Partners
Colorado
$203K +$201K +1,086 New
TCPWM
709
Traverso Chambers Private Wealth Management
California
$202K +$199K +1,078 New
LFA
710
Lighthouse Financial Advisors
Maryland
$202K +$200K +1,083 New
SFG
711
SNS Financial Group
Minnesota
$201K +$199K +1,075 New
RIA
712
Regal Investment Advisors
Michigan
$200K -$33.2K -180 -14%
CFD
713
Creative Financial Designs
Indiana
$196K
CIAS
714
Capital Investment Advisory Services
North Carolina
$194K
AA
715
Advisory Alpha
Michigan
$192K +$186K +1,006 New
WA
716
WestEnd Advisors
North Carolina
$191K
SFS
717
Sowell Financial Services
Arkansas
$190K +$53.6K +290 +40%
CP
718
Covenant Partners
Tennessee
$188K
SAM
719
S.A. Mason
Michigan
$187K
HPC
720
HM Payson & Co
Maine
$184K
SFSG
721
Stearns Financial Services Group
North Carolina
$181K
MWP
722
Meridian Wealth Partners
Pennsylvania
$178K
FFA
723
Founders Financial Alliance
North Carolina
$177K +$176K +951 New
TCM
724
TD Capital Management
Tennessee
$175K +$22.5K +122 +15%
BAM
725
Belpointe Asset Management
Nevada
$174K -$9.42K -51 -5%

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.