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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
TRCT
826
Tower Research Capital (TRC)
New York
-$5.21M -30,341 Closed
JWM
827
Jackson Wealth Management
Florida
-$3.29M -19,160 Closed
Natixis Advisors
828
Natixis Advisors
Massachusetts
-$2.73M -15,909 Closed
PAM
829
Panagora Asset Management
Massachusetts
-$2.13M -12,388 Closed
Russell Investments Group
830
Russell Investments Group
United Kingdom
-$1.78M -10,391 Closed
JSAM
831
J. Safra Asset Management
New York
-$1.31M -7,767 Closed
LC
832
Lavaca Capital
Texas
-$1.31M -7,627 Closed
CMANY
833
Capital Management Associates (New York)
New York
-$1.2M -7,000 Closed
Wolverine Trading
834
Wolverine Trading
Illinois
-$906K -5,354 Closed
FCFC
835
First Commonwealth Financial Corp
Pennsylvania
-$868K -5,057 Closed
SBWM
836
Sunflower Bank Wealth Management
Arizona
-$858K -5,000 Closed
BCM
837
Bayesian Capital Management
New York
-$846K -4,928 Closed
NAS
838
Nicolet Advisory Services
Wisconsin
-$809K -4,711 Closed
HFA
839
High Falls Advisors
New York
-$761K -4,430 Closed
CPA
840
Capital Planning Advisors
California
-$680K -3,963 Closed
NL
841
NWAM LLC
Washington
-$572K -3,332 Closed
FTUS
842
Flow Traders U.S.
New York
-$476K -2,775 Closed
Cetera Investment Advisers
843
Cetera Investment Advisers
Illinois
-$442K -2,575 Closed
PCP
844
Proficio Capital Partners
Massachusetts
-$385K -2,242 Closed
BRWM
845
B. Riley Wealth Management
Tennessee
-$354K -2,062 Closed
BP
846
BBR Partners
New York
-$337K -1,962 Closed
Two Sigma Advisers
847
Two Sigma Advisers
New York
-$309K -1,800 Closed
LBA
848
Letko, Brosseau & Associates
Quebec, Canada
-$293K -1,709 Closed
CW
849
CreativeOne Wealth
Kansas
-$282K -1,643 Closed
MCM
850
Maryland Capital Management
Maryland
-$266K -1,552 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.