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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
BCI
101
Brinker Capital Investments
Pennsylvania
$20.1M +$19.9M +107,562 New
PAG
102
Private Advisor Group
New Jersey
$20M -$2.46M -13,334 -11%
FMP
103
Financial Management Professionals
Texas
$19.9M -$165K -891 -0.8%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$19.6M +$11.4M +61,786 +144%
SC
105
Schoolcraft Capital
Colorado
$19.4M -$387K -2,095 -2%
WTC
106
WhitTier Trust Company
Nevada
$19.3M
WT
107
Whittier Trust
California
$18.8M -$176K -955 -0.9%
JFGIW
108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.3M -$885K -4,793 -5%
PCMK
109
Paragon Capital Management (Kansas)
Kansas
$18.2M -$626K -3,390 -3%
SI
110
Stephens Inc
Arkansas
$18.2M +$3.16M +17,111 +21%
IC
111
IEQ Capital
California
$17.6M -$31.2K -169 -0.2%
OCG
112
Opus Capital Group
Ohio
$17.1M -$69.1K -374 -0.4%
TWP
113
TFO Wealth Partners
Ohio
$17.1M -$2.03K -11 -0%
PIM
114
Parker Investment Management
California
$16.6M -$1.71M -9,273 -9%
BPA
115
Beacon Pointe Advisors
California
$16.6M -$1.55M -8,408 -9%
APW
116
Austin Private Wealth
Texas
$16.5M -$1.03M -5,569 -6%
IC
117
Iconiq Capital
California
$16.3M -$2.04M -11,056 -11%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$16.3M +$7.53M +40,775 +88%
NA
119
NewEdge Advisors
Louisiana
$16.2M -$577K -3,122 -3%
A
120
AdvicePeriod
California
$16M -$185K -1,002 -1%
FNBT
121
FineMark National Bank & Trust
Florida
$15.7M -$152K -821 -1%
Stifel Financial
122
Stifel Financial
Missouri
$15.3M +$1.82M +9,841 +14%
XF
123
XML Financial
Maryland
$15M -$621K -3,362 -4%
MA
124
Montag & Associates
Georgia
$14.8M -$43K -233 -0.3%
Brown Advisory
125
Brown Advisory
Maryland
$14.7M -$8.87K -48 -0.1%

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.