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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
AA
726
AlphaMark Advisors
Kentucky
$173K
APWM
727
Atlas Private Wealth Management
New York
$168K
LFG
728
LifePlan Financial Group
Ohio
$166K
SIC
729
Salem Investment Counselors
North Carolina
$157K
LFG
730
Larson Financial Group
Missouri
$153K -$6.65K -36 -4%
CIM
731
CenturyLink Investment Management
Colorado
$147K -$68.2M -369,003 -32%
SPIA
732
Steward Partners Investment Advisory
New York
$138K +$82.4K +446 +153%
Simplex Trading
733
Simplex Trading
Illinois
$138K +$114K +616 +493%
PK
734
Pflug Koory
Nebraska
$131K
RFA
735
Reilly Financial Advisors
California
$131K
SIS
736
Sound Income Strategies
Florida
$131K +$129K +700 New
LIA
737
LS Investment Advisors
Michigan
$130K
RIM
738
Rockbridge Investment Management
New York
$125K -$264K -1,431 -68%
FDCDDQ
739
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K
MPWT
740
MassMutual Private Wealth & Trust
Connecticut
$122K
NG
741
NWK Group
California
$120K
FWM
742
Filbrandt Wealth Management
Wisconsin
$115K
BCM
743
Blume Capital Management
California
$103K -$14.2K -77 -12%
FHA
744
First Horizon Advisors
Tennessee
$103K
NSB
745
Norway Savings Bank
Maine
$103K
SIAS
746
Shine Investment Advisory Services
Colorado
$99K -$9.79K -53 -9%
POIA
747
Pin Oak Investment Advisors
Texas
$98K
CTC
748
Central Trust Company
Missouri
$97K
AWM
749
Avior Wealth Management
Nebraska
$91K
AIM
750
Arcadia Investment Management
Michigan
$90K

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.