iShares Russell 1000 ETF
774 hedge funds and large institutions have $13.6B invested in iShares Russell 1000 ETF in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 299 reducing their positions, and 95 closing their positions.
542% more call options, than puts
Call options by funds: $7.41M | Put options by funds: $1.15M
3% more funds holding in top 10
Funds holding in top 10: 103 → 106 (+3)
0.44% more ownership
Funds ownership: 76.31% → 76.74% (+0.44%)
5% less funds holding
Funds holding: 818 → 774 (-44)
20% less capital invested
Capital invested by funds: $17B → $13.6B (-$3.44B)
25% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 299
33% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$540M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$340M |
| 3 |
BlackRock
New York
|
+$322M |
| 4 |
JSAM
J. Safra Asset Management
New York
|
+$185M |
| 5 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$471M |
| 2 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
-$328M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$171M |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$100M |
| 5 |
Citigroup
New York
|
-$99.4M |
IWB Hedge Fund Activity: Q1 2020 in Review
774 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2020, worth a combined $13.6B — down 20% from $17B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of IWB and 64 opened new positions — a net loss of 31 holders — while 299 trimmed existing stakes and 223 added.
The largest buyer was M&T Bank, opening a new position worth an estimated $540M. The largest seller was QS Investors, cutting an estimated $471M.
- 774 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2020, down from 818 in Q4 2019.
- Funds reported $13.6B of iShares Russell 1000 ETF stock for Q1 2020, down 20% quarter-over-quarter.
- 64 funds opened new iShares Russell 1000 ETF positions in Q1 2020 and 95 closed out, a net change of -31 holders.
- The largest iShares Russell 1000 ETF buyer in Q1 2020 was M&T Bank, an estimated $540M added.
- The largest iShares Russell 1000 ETF seller in Q1 2020 was QS Investors, an estimated $471M sold.
Based on aggregated 13F filings for Q1 2020.