We are live on ! Find out more
IWB icon

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
Rafferty Asset Management
101
Rafferty Asset Management
New York
$19.9M -$3.38M -20,894 -15%
SBSB
102
Sullivan, Bruyette, Speros & Blaney
Virginia
$19.2M -$117K -723 -0.6%
William Blair & Company
103
William Blair & Company
Illinois
$18.8M +$1.24M +7,659 +8%
P
104
Pitcairn
Pennsylvania
$18.7M -$1.28M -7,942 -7%
FMP
105
Financial Management Professionals
Texas
$18.4M -$58.7K -363 -0.3%
AT
106
Arden Trust
Delaware
$18.4M -$9.51M -58,759 -35%
SC
107
Schoolcraft Capital
Colorado
$18.2M -$8.25K -51 -0%
BC
108
Brinker Capital
Pennsylvania
$18.1M -$174K -1,076 -1%
WTC
109
WhitTier Trust Company
Nevada
$17.7M -$534K -3,300 -3%
JFGIW
110
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.6M -$209K -1,294 -1%
WT
111
Whittier Trust
California
$17.4M +$1.94M +11,974 +13%
PCMK
112
Paragon Capital Management (Kansas)
Kansas
$17.2M -$757K -4,682 -4%
IC
113
Iconiq Capital
California
$16.9M +$84.9K +525 +0.5%
PIM
114
Parker Investment Management
California
$16.8M
BPA
115
Beacon Pointe Advisors
California
$16.6M +$629K +3,889 +4%
IC
116
IEQ Capital
California
$16.2M -$1.45M -8,971 -9%
APW
117
Austin Private Wealth
Texas
$16.1M -$1.44M -8,912 -9%
OCG
118
Opus Capital Group
Ohio
$15.7M -$205K -1,270 -1%
TWP
119
TFO Wealth Partners
Ohio
$15.7M -$5.5K -34 -0%
NA
120
NewEdge Advisors
Louisiana
$15.4M -$2.68M -16,590 -16%
AL
121
Aspiriant LLC
California
$15.1M -$67.5K -417 -0.5%
A
122
AdvicePeriod
California
$14.8M -$34K -210 -0.2%
FNBT
123
FineMark National Bank & Trust
Florida
$14.6M -$1.14M -7,073 -8%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$14.5M +$3.11M +19,245 +30%
XF
125
XML Financial
Maryland
$14.4M -$566K -3,500 -4%

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.