We are live on ! Find out more
IWB icon

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
KPCM
751
Kings Point Capital Management
New York
$90K
HWA
752
HCR Wealth Advisors
California
$85K
PCIA
753
Prime Capital Investment Advisors
Kansas
$80K +$185 +1 +0.2%
BWM
754
BNC Wealth Management
Oregon
$75K +$73.9K +400 New
NFG
755
Next Financial Group
Texas
$74K +$72.4K +392 New
KCM
756
Kathmere Capital Management
Pennsylvania
$66K +$64.8K +351 New
CPW
757
Catalyst Private Wealth
California
$63K +$62.4K +338 New
AF
758
Advisornet Financial
Minnesota
$59K -$6.83K -37 -11%
SWM
759
Sugarloaf Wealth Management
Georgia
$58K +$28.6K +155 +100%
CFB
760
Cullen/Frost Bankers
Texas
$57K +$16.6K +90 +42%
PCFFS
761
Pacific Center for Financial Services
California
$54K
CT
762
Caldwell Trust
Florida
$52.6K
BWA
763
Burt Wealth Advisors
Maryland
$51K
FFW
764
Fusion Family Wealth
New York
$51K
Legal & General Group
765
Legal & General Group
United Kingdom
$51K
HS
766
Horan Securities
United States
$50K +$185 +1 +0.4%
HWA
767
HHM Wealth Advisors
Tennessee
$48K
NIC
768
Northwest Investment Counselors
Oregon
$47K +$46.2K +250 New
BFC
769
Bedel Financial Consulting
Indiana
$43K
AAP
770
Arax Advisory Partners
Colorado
$40K
JCM
771
Jacobi Capital Management
Pennsylvania
$39K
CAL
772
Capital Analysts LLC
Pennsylvania
$39K +$185 +1 +0.5%
EWM
773
Edge Wealth Management
New York
$37K +$36.9K +200 New
AIM
774
Anchor Investment Management
South Carolina
$36.9K
AF
775
Affiance Financial
Minnesota
$36K

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.