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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
AWM
726
Avior Wealth Management
Nebraska
$83K
AIM
727
Arcadia Investment Management
Michigan
$82K
KPCM
728
Kings Point Capital Management
New York
$82K
GWM
729
Geneos Wealth Management
Colorado
$82K +$1.29K +8 +2%
HWA
730
HCR Wealth Advisors
California
$78K
CFG
731
Citizens Financial Group
Rhode Island
$77K
PCIA
732
Prime Capital Investment Advisors
Kansas
$73K +$162 +1 +0.2%
AF
733
Advisornet Financial
Minnesota
$60K -$49.3K -305 -46%
ACA
734
Atlas Capital Advisors
Wyoming
$51.9K
SPIA
735
Steward Partners Investment Advisory
New York
$50K -$13.6K -84 -22%
PCFFS
736
Pacific Center for Financial Services
California
$49K
CT
737
Caldwell Trust
Florida
$48.2K
FFW
738
Fusion Family Wealth
New York
$47K -$22.6K -140 -34%
BWA
739
Burt Wealth Advisors
Maryland
$47K
Legal & General Group
740
Legal & General Group
United Kingdom
$47K
HS
741
Horan Securities
United States
$46K
PVH
742
Psagot Value Holdings
Israel
$45K +$42.9K +265 New
HWA
743
HHM Wealth Advisors
Tennessee
$44K
AssetMark Inc
744
AssetMark Inc
California
$43K +$11.5K +71 +39%
BFC
745
Bedel Financial Consulting
Indiana
$39K
AAP
746
Arax Advisory Partners
Colorado
$37K
CFB
747
Cullen/Frost Bankers
Texas
$37K
JCM
748
Jacobi Capital Management
Pennsylvania
$36K
CAL
749
Capital Analysts LLC
Pennsylvania
$36K +$162 +1 +0.5%
SFC
750
SYM Financial Corp
Indiana
$35K -$65.5K -405 -67%

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.