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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
LWANC
801
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
ME
802
McIlrath & Eck
Washington
$13K
AWM
803
AllSquare Wealth Management
New York
$12K
BFEC
804
Benjamin F. Edwards & Company
Missouri
$11K
PIP
805
Peachtree Investment Partners
Florida
$11K
CCM
806
Cribstone Capital Management
Maine
$10K -$15.7K -85 -63%
DAC
807
Dividend Assets Capital
South Carolina
$9K
HGWM
808
Harvest Group Wealth Management
Massachusetts
$9K
IWP
809
IAG Wealth Partners
Wisconsin
$7K
SC
810
Steph & Co
Wisconsin
$6K
WP
811
WealthShield Partners
North Carolina
$5K
TWA
812
TCI Wealth Advisors
Arizona
$4K
AF
813
Arrow Financial
New York
$4K +$4.06K +22 New
HI
814
Hudock Inc
Pennsylvania
$2K -$107K -579 -98%
YAL
815
Your Advocates Ltd
Texas
$2K
JWM
816
Jeppson Wealth Management
California
$2K +$1.85K +10 New
Millennium Management
817
Millennium Management
New York
$1.03K -$2.96M -16,045 -74%
GWM
818
Geneos Wealth Management
Colorado
$1K -$90.3K -489 -98%
SXL
819
Summit X LLC
Missouri
$374 +$24K +130 New
Koshinski Asset Management
820
Koshinski Asset Management
Illinois
$271 -$10.2K -55 -4%
BHB
821
Bank Hapoalim BM
Israel
$203 -$30.7K -166 -13%
WIM
822
Westside Investment Management
California
$80
MTB
823
Mizuho Trust & Banking
Japan
-$34.3M -200,000 Closed
Rafferty Asset Management
824
Rafferty Asset Management
New York
-$19.9M -116,128 Closed
PP
825
Paloma Partners
Connecticut
-$6.26M -36,445 Closed

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.