We are live on ! Find out more
IWB icon

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
BWM
51
BT Wealth Management
Georgia
$55.6M -$1.67M -10,336 -3%
CG
52
Colony Group
Massachusetts
$55.6M +$2.14M +13,204 +4%
FPTW
53
Franklin, Parlapiano, Turner & Welch
Texas
$53.9M -$1.75M -10,811 -3%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$53.5M -$15M -92,868 -23%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$51M -$295K -1,826 -0.6%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$50.4M -$5.37M -33,163 -10%
WC
57
Wealth CMT
New Jersey
$49.7M -$792K -4,896 -2%
BP
58
Ballentine Partners
Massachusetts
$48.2M -$619K -3,825 -1%
WAG
59
Winthrop Advisory Group
Massachusetts
$47.7M +$504K +3,118 +1%
PA
60
Parkside Advisors
California
$45.3M +$1.92M +11,841 +5%
EH
61
Equitable Holdings
New York
$44.1M -$687K -4,249 -2%
LSAG
62
Lake Street Advisors Group
New Hampshire
$42.6M +$81.1K +501 +0.2%
GFPC
63
Global Financial Private Capital
Florida
$40.9M -$2.3M -14,209 -6%
WT
64
Washington Trust
Rhode Island
$39.6M -$538K -3,324 -1%
ECG
65
EPIQ Capital Group
California
$38.9M -$721K -4,455 -2%
RCIM
66
Red Cedar Investment Management
Michigan
$38.5M +$36.2M +224,031 New
JWA
67
JFS Wealth Advisors
Pennsylvania
$38.4M +$3.72M +22,974 +11%
DC
68
Derby & Company
Massachusetts
$38.3M -$964K -5,957 -3%
DIP
69
DT Investment Partners
Pennsylvania
$37.7M -$346K -2,140 -1%
CWM
70
Campbell Wealth Management
Virginia
$37.5M +$5.23M +32,297 +17%
CCA
71
Column Capital Advisors
Indiana
$37.1M -$1.28M -7,893 -4%
Citigroup
72
Citigroup
New York
$36.4M +$23.9M +147,541 +229%
BJL
73
Brighton Jones LLC
Washington
$36.4M +$630K +3,892 +2%
TC
74
Telemus Capital
Michigan
$35.9M -$774K -4,781 -2%
EB
75
Eastern Bank
Massachusetts
$35.4M +$33.4M +206,197 New

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.