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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
MWM
126
Modera Wealth Management
New Jersey
$14.6M -$400K -2,165 -3%
AL
127
Aspiriant LLC
California
$14M -$2.42M -13,105 -15%
CA
128
Centerpoint Advisors
Massachusetts
$14M +$6.17M +33,403 +81%
PO
129
Private Ocean
California
$13.6M -$19.4K -105 -0.1%
SIA
130
Stegner Investment Associates
Kentucky
$13.3M +$13.1M +70,990 New
TCBWMS
131
Texas Capital Bank Wealth Management Services
Texas
$12.9M -$106K -574 -0.8%
Mariner
132
Mariner
Kansas
$12.9M +$1.52M +8,212 +14%
W
133
WealthStone
Ohio
$12.7M -$2.34M -12,650 -16%
DT
134
Daniels + Tansey
Delaware
$12.6M +$12.4M +67,110 New
SAM
135
Silvercrest Asset Management
New York
$12.3M -$454K -2,460 -4%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$12.3M -$3.45M -18,655 -22%
CF
137
Copperwynd Financial
Arizona
$12.2M +$106K +575 +0.9%
EHPM
138
Emery Howard Portfolio Management
California
$11.8M -$10.5K -57 -0.1%
GWS
139
Glassman Wealth Services
Virginia
$11.7M -$180K -973 -2%
KAS
140
Kestra Advisory Services
Texas
$11.6M +$11.4M +61,964 New
PFBT
141
Parkside Financial Bank & Trust
Missouri
$11.5M -$1.24M -6,707 -10%
AC
142
Avestar Capital
New York
$11.3M +$767K +4,151 +7%
EWM
143
Evercore Wealth Management
New York
$11.3M -$14.8K -80 -0.1%
AA
144
Auxano Advisors
Washington
$11.2M -$67.6K -366 -0.6%
SIC
145
Sigma Investment Counselors
Michigan
$11.2M -$10.8M -58,531 -49%
TIM
146
Tortoise Investment Management
New York
$11M -$326K -1,765 -3%
BSW
147
Buckingham Strategic Wealth
Missouri
$10.9M -$392K -2,125 -4%
JSL
148
JT Stratford LLC
Georgia
$10.8M +$3.77M +20,401 +54%
Franklin Resources
149
Franklin Resources
California
$10.5M -$94.4K -511 -0.9%
DW
150
Domani Wealth
Pennsylvania
$10.5M -$118K -641 -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.