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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
MWM
126
Modera Wealth Management
New Jersey
$13.8M -$926K -5,724 -7%
W
127
WealthStone
Ohio
$13.8M -$1.12M -6,917 -8%
SI
128
Stephens Inc
Arkansas
$13.7M +$277K +1,712 +2%
RWML
129
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$13.7M +$6.46M +39,939 +100%
MA
130
Montag & Associates
Georgia
$13.6M -$1.26M -7,782 -9%
Brown Advisory
131
Brown Advisory
Maryland
$13.5M +$221K +1,365 +2%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$12.8M +$12.1M +74,800 New
PO
133
Private Ocean
California
$12.5M -$276K -1,703 -2%
Stifel Financial
134
Stifel Financial
Missouri
$12.3M -$907K -5,609 -7%
TCBWMS
135
Texas Capital Bank Wealth Management Services
Texas
$12M +$1.15M +7,107 +11%
PFBT
136
Parkside Financial Bank & Trust
Missouri
$11.7M -$776K -4,796 -7%
SAM
137
Silvercrest Asset Management
New York
$11.7M -$168K -1,037 -1%
SC
138
Sepio Capital
Utah
$11.1M -$5.02M -31,002 -32%
CF
139
Copperwynd Financial
Arizona
$11.1M +$579K +3,581 +6%
GWS
140
Glassman Wealth Services
Virginia
$10.9M -$284K -1,756 -3%
EHPM
141
Emery Howard Portfolio Management
California
$10.8M +$52.3K +323 +0.5%
IC
142
InterOcean Capital
Illinois
$10.5M +$30.3K +187 +0.3%
EWM
143
Evercore Wealth Management
New York
$10.4M
Mariner
144
Mariner
Kansas
$10.4M +$3.29M +20,359 +51%
BSW
145
Buckingham Strategic Wealth
Missouri
$10.4M -$1.21M -7,462 -11%
TIM
146
Tortoise Investment Management
New York
$10.4M -$170K -1,050 -2%
AA
147
Auxano Advisors
Washington
$10.4M -$718K -4,435 -7%
Franklin Resources
148
Franklin Resources
California
$10.3M +$9.15M +56,558 New
CCM
149
Coldstream Capital Management
Washington
$9.8M -$3.35M -20,683 -27%
MML Investors Services
150
MML Investors Services
Massachusetts
$9.8M -$3.08M -19,042 -25%

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.