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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
MTB
76
Mizuho Trust & Banking
Japan
$34.3M +$32.4M +200,000 New
CFN
77
Cordasco Financial Network
Florida
$34.1M -$307K -1,897 -0.9%
BB
78
Busey Bank
Illinois
$33.8M -$641K -3,963 -2%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$33.3M +$3.21M +19,839 +11%
HFS
80
HBC Financial Services
Washington
$32.3M +$186K +1,148 +0.6%
AFA
81
American Financial Advisors
Georgia
$32.1M +$3.56K +22 +0%
KIM
82
Karpus Investment Management
New York
$32M +$28.3M +174,812 +1,476%
FWIA
83
Fort Washington Investment Advisors
Ohio
$32M -$6.93M -42,846 -19%
CS
84
Comerica Securities
Michigan
$31.9M +$95.8K +592 +0.3%
CL
85
Choreo LLC
Illinois
$31.4M -$1.27M -7,870 -4%
SLT
86
St Louis Trust
Missouri
$30.3M -$656K -4,053 -2%
RJA
87
Raymond James & Associates
Florida
$29.3M -$10.7M -66,130 -28%
AC
88
Allstate Corporation
Illinois
$28M -$312K -1,926 -1%
CB
89
Commerce Bank
Missouri
$26.7M -$195K -1,204 -0.8%
EFSCE
90
Enterprise Financial Services Corp (EFSC)
Missouri
$26.5M -$1.44M -8,886 -5%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$25.7M +$3.36M +20,747 +16%
CCA
92
Conservest Capital Advisors
Pennsylvania
$24.7M -$393K -2,427 -2%
SIA
93
Strategic Investment Advisors
Michigan
$24.5M +$789K +4,876 +4%
BFPW
94
BOK Financial Private Wealth
Colorado
$24.3M -$1.09M -6,746 -5%
EPP
95
ETF Portfolio Partners
Kansas
$23.6M +$106K +653 +0.5%
SG Americas Securities
96
SG Americas Securities
New York
$23M -$3.33M -20,585 -13%
BCM
97
BTC Capital Management
Iowa
$22.6M +$3.04M +18,820 +17%
Osaic Holdings
98
Osaic Holdings
Arizona
$21.9M -$14.1M -87,307 -41%
PAG
99
Private Advisor Group
New Jersey
$21.3M -$2.32M -14,315 -10%
SIC
100
Sigma Investment Counselors
Michigan
$20.3M +$270K +1,666 +1%

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.