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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
Bank of New York Mellon
51
Bank of New York Mellon
New York
$56.9M -$1.41M -7,624 -2%
FPTW
52
Franklin, Parlapiano, Turner & Welch
Texas
$55.9M -$2.86M -15,494 -5%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$54.9M -$696K -3,766 -1%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$53.5M -$1.41M -7,640 -3%
BP
55
Ballentine Partners
Massachusetts
$52.5M -$40.6K -220 -0.1%
WAG
56
Winthrop Advisory Group
Massachusetts
$51.7M -$372K -2,013 -0.7%
WC
57
Wealth CMT
New Jersey
$51.6M -$2.57M -13,892 -5%
MCWS
58
McKinley Carter Wealth Services
West Virginia
$51.5M -$13.8M -74,697 -21%
PA
59
Parkside Advisors
California
$51.5M +$2.02M +10,938 +4%
JP Morgan Chase
60
JP Morgan Chase
New York
$51.3M -$15M -81,013 -23%
EH
61
Equitable Holdings
New York
$46.9M -$1.21M -6,552 -3%
LSAG
62
Lake Street Advisors Group
New Hampshire
$46.1M -$269K -1,454 -0.6%
WT
63
Washington Trust
Rhode Island
$43.3M -$466K -2,523 -1%
DC
64
Derby & Company
Massachusetts
$41.9M +$177K +956 +0.4%
CWM
65
Campbell Wealth Management
Virginia
$41.5M +$580K +3,138 +1%
ECG
66
EPIQ Capital Group
California
$41.5M -$912K -4,939 -2%
JWA
67
JFS Wealth Advisors
Pennsylvania
$41.2M -$656K -3,549 -2%
BJL
68
Brighton Jones LLC
Washington
$39.7M +$77.8K +421 +0.2%
CCA
69
Column Capital Advisors
Indiana
$39.6M -$924K -5,002 -2%
TC
70
Telemus Capital
Michigan
$38.7M -$700K -3,790 -2%
Citigroup
71
Citigroup
New York
$37.9M -$1.76M -9,522 -4%
EB
72
Eastern Bank
Massachusetts
$36.9M -$1.65M -8,923 -4%
KIM
73
Karpus Investment Management
New York
$36.4M +$1.47M +7,976 +4%
RJA
74
Raymond James & Associates
Florida
$36.1M +$4.1M +22,183 +13%
BB
75
Busey Bank
Illinois
$36M -$792K -4,290 -2%

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.