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iShares Russell 1000 ETF
IWB

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: 775 → 798 (+23)

1% less funds holding in top 10

Funds holding in top 10: 107 → 106 (-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

Top Buyers

Rank Fund Capital Flow
1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$363M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$212M
3
CIM
CenturyLink Investment Management
Colorado
+$186M
4
CM
Churchill Management
California
+$147M
5
CFA
Capstone Financial Advisors
Illinois
+$101M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$434M
2
JSAM
J. Safra Asset Management
New York
-$177M
3
Bank of America
Bank of America
North Carolina
-$96.2M
4
CCA
Catalyst Capital Advisors
New York
-$73.8M
5
MRC
Millburn Ridgefield Corp
New York
-$73.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DILIC
801
Dai-ichi Life Insurance Company
Japan
– -$46.1M -325,445 Closed
FEG
802
Fund Evaluation Group
Ohio
– -$15.4M -108,699 Closed
BAC
803
Boys Arnold & Co
North Carolina
– -$8.77M -61,992 Closed
JPG
804
Jordan Park Group
California
– -$2.99M -21,122 Closed
Allianz Asset Management
805
Allianz Asset Management
Germany
– -$2.91M -20,544 Closed
STA
806
Summit Trail Advisors
New York
– -$2.89M -20,393 Closed
WANY
807
Wealthspire Advisors (New York)
New York
– -$2.62M -18,527 Closed
SI
808
Scharf Investments
California
– -$2.53M -17,896 Closed
FM
809
Forward Management
California
– -$2.02M -14,238 Closed
EIC
810
Equity Investment Corp
Georgia
– -$1.73M -12,228 Closed
FIM
811
Freedom Investment Management
Connecticut
– -$1.71M -9,277 Closed
PCS
812
Personal CFO Solutions
New Jersey
– -$1.07M -7,598 Closed
AAM
813
AMI Asset Management
California
– -$1.02M -7,234 Closed
ASC
814
Atalanta Sosnoff Capital
New York
– -$954K -6,738 Closed
SPC
815
Sigma Planning Corp
Michigan
– -$876K -6,186 Closed
CCM
816
Condor Capital Management
New Jersey
– -$766K -5,409 Closed
MAM
817
Madison Asset Management
Wisconsin
– -$553K -3,909 Closed
SDWMA
818
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$386K -2,730 Closed
HC
819
HNP Capital
New York
– -$407K -2,710 Closed
BBHC
820
Brown Brothers Harriman & Co
New York
– -$372K -2,630 Closed
JG
821
Jefferies Group
New York
– -$318K -2,244 Closed
CG
822
Cutler Group
California
– -$356K -2,199 Closed
AFM
823
Andesa Financial Management
Pennsylvania
– -$284K -1,999 Closed
VCM
824
Vivaldi Capital Management
Illinois
– -$281K -1,988 Closed
TNB
825
TCF National Bank
South Dakota
– -$279K -1,971 Closed
31 32
33
34 35

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.