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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
PWP
751
Principle Wealth Partners
Connecticut
$34K +$32.4K +200 New
AIM
752
Anchor Investment Management
South Carolina
$33.8K -$16.2K -100 -34%
AF
753
Affiance Financial
Minnesota
$33K
VNA
754
Valley National Advisers
Pennsylvania
$32K
FWM
755
FSA Wealth Management
Massachusetts
$31K
JWM
756
Janiczek Wealth Management
Colorado
$31K
EW
757
Evoke Wealth
California
$30K
FA
758
Faithward Advisors
Pennsylvania
$30K +$12.1K +75 +75%
FA
759
Financial Advantage
Maryland
$28K -$10.2K -63 -27%
PCA
760
Providence Capital Advisors
North Carolina
$28K
WLPWM
761
Walled Lake Planning & Wealth Management
Illinois
$27K -$3.88K -24 -13%
SWM
762
Sugarloaf Wealth Management
Georgia
$27K
CFGS
763
Concourse Financial Group Securities
Alabama
$26K
IF
764
Ironwood Financial
Arizona
$26K
WCG
765
Weaver Consulting Group
California
$24K -$20.9K -129 -48%
CCM
766
Cribstone Capital Management
Maine
$23K
MAWCM
767
Mine & Arao Wealth Creation & Management
California
$23K +$162 +1 +0.8%
PIMG
768
Patriot Investment Management Group
Tennessee
$21.3K +$20.1K +124 New
Simplex Trading
769
Simplex Trading
Illinois
$21K +$20.2K +125 New
BWA
770
BDO Wealth Advisors
Florida
$18K
FMII
771
Farmers & Merchants Investments Inc
Nebraska
$18K
NSIM
772
North Star Investment Management
Illinois
$18K
PP
773
Pacifica Partners
Canada
$18K
TVWM
774
Tower View Wealth Management
Wisconsin
$17K
WB
775
West Bancorporation
Iowa
$17K

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.