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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
RW
826
RVW Wealth
California
-$262K -1,854 Closed
RZH
827
Relyea Zuckerberg Hanson
Connecticut
-$261K -1,843 Closed
AIA
828
Avalon Investment & Advisory
Texas
-$245K -1,732 Closed
Deutsche Bank
829
Deutsche Bank
Germany
-$230K -1,623 Closed
IAA
830
Independent Advisor Alliance
North Carolina
-$229K -1,620 Closed
FI
831
Financial Insights
Washington
-$228K -1,614 Closed
SFG
832
StrategIQ Financial Group
Indiana
-$227K -1,605 Closed
ACP
833
Aveo Capital Partners
Colorado
-$217K -1,536 Closed
AMCA
834
Arthur M. Cohen & Associates
Illinois
-$180K -1,333 Closed
AIC
835
Ameritas Investment Company
Nebraska
-$165K -1,184 Closed
EWM
836
EPG Wealth Management
Georgia
-$163K -1,154 Closed
RCA
837
Ranch Capital Advisors
Florida
-$132K -939 Closed
SMFS
838
Squar Milner Financial Services
California
-$116K -823 Closed
WAP
839
Wealthcare Advisory Partners
Pennsylvania
-$87K -618 Closed
DWM
840
Darwin Wealth Management
Florida
-$78K -558 Closed
AA
841
Advisory Alpha
Michigan
-$84.5K -550 Closed
NFG
842
Next Financial Group
Texas
-$70K -494 Closed
Marshall Wace
843
Marshall Wace
United Kingdom
-$70K -492 Closed
SQA
844
Simon Quick Advisors
New Jersey
-$40K -281 Closed
CAN
845
Claraphi Advisory Network
United States
-$37K -260 Closed
FCB
846
First Command Bank
Texas
-$36K -256 Closed
FCFS
847
First Command Financial Services
Texas
-$36K -256 Closed
WQ
848
Wealth Quarterback
New Jersey
-$30.2K -213 Closed
SFSIG
849
San Francisco Sentry Investment Group
California
-$28K -200 Closed
SL
850
Salomon & Ludwin
Virginia
-$16K -116 Closed

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.