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iShares Russell 1000 ETF

906 hedge funds and large institutions have $19.7B invested in iShares Russell 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 255 increasing their positions, 291 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 38

74% more call options, than puts

Call options by funds: $3.32M | Put options by funds: $1.91M

14% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.49B)

13% more funds holding in top 10

Funds holding in top 10: 103116 (+13)

11% more funds holding

Funds holding: 819906 (+87)

1.64% more ownership

Funds ownership: 74.72%76.37% (+1.6%)

12% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 291

Holders
906
Holders Change
+87
Holders Change %
+10.62%
% of All Funds
16.03%
Holding in Top 10
116
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.62%
% of All Funds
2.05%
New
141
Increased
255
Reduced
291
Closed
38
Calls
$3.32M
Puts
$1.91M
Net Calls
+$1.41M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
801
Sowell Financial Services
Arkansas
$162K -$50.7K -254 -25%
IAIM
802
International Assets Investment Management
Florida
$159K +$150K +750 New
SPIA
803
Steward Partners Investment Advisory
New York
$156K
LIA
804
LS Investment Advisors
Michigan
$148K
RFA
805
Reilly Financial Advisors
California
$148K
RIM
806
Rockbridge Investment Management
New York
$141K
FDCDDQ
807
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K
NG
808
NWK Group
California
$136K
BSSFA
809
Baron Silver Stevens Financial Advisors
Florida
$135K +$128K +640 New
AA
810
AlphaMark Advisors
Kentucky
$133K -$59.9K -300 -32%
PK
811
Pflug Koory
Nebraska
$132K -$15K -75 -11%
FWM
812
Filbrandt Wealth Management
Wisconsin
$130K
NSB
813
Norway Savings Bank
Maine
$117K
BCM
814
Blume Capital Management
California
$116K
FHA
815
First Horizon Advisors
Tennessee
$116K
QT
816
Quantbot Technologies
New York
$114K +$108K +542 New
POIA
817
Pin Oak Investment Advisors
Texas
$111K
KPCM
818
Kings Point Capital Management
New York
$111K +$8.78K +44 +9%
CTC
819
Central Trust Company
Missouri
$110K
AIM
820
Arcadia Investment Management
Michigan
$102K
LWP
821
Lumature Wealth Partners
Georgia
$100K +$94.6K +474 New
HWA
822
HCR Wealth Advisors
California
$96K
AF
823
Affiance Financial
Minnesota
$93K +$49.5K +248 +131%
PCIA
824
Prime Capital Investment Advisors
Kansas
$91K
KCM
825
Kathmere Capital Management
Pennsylvania
$74K

IWB Hedge Fund Activity: Q4 2020 in Review

906 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2020, worth a combined $19.7B — up 14% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new IWB positions and 38 closed out — a net gain of 103 holders — while 255 added to existing stakes and 291 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $154M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $575M.

  • 906 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2020, up from 819 in Q3 2020.
  • Funds reported $19.7B of iShares Russell 1000 ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 141 funds opened new iShares Russell 1000 ETF positions in Q4 2020 and 38 closed out, a net change of +103 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2020 was Schroder Investment Management Group, an estimated $154M added.
  • The largest iShares Russell 1000 ETF seller in Q4 2020 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $575M sold.

Based on aggregated 13F filings for Q4 2020.