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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
GW
151
GW & Wade
Massachusetts
$9.79M -$335K -2,068 -3%
DW
152
Domani Wealth
Pennsylvania
$9.71M +$1.44M +8,915 +19%
FSA
153
Financial Services Advisory
Maryland
$9.7M +$9.14M +56,516 New
AC
154
Avestar Capital
New York
$9.52M +$800K +4,946 +10%
BFM
155
Boston Financial Management
Massachusetts
$9.5M +$11.3K +70 +0.1%
MA
156
MUFG Americas
New York
$9.42M +$89.1K +551 +1%
CAN
157
Cetera Advisor Networks
California
$9.16M -$162 -1 -0%
UCFA
158
United Capital Financial Advisors
Texas
$9.15M -$2.26M -13,940 -21%
NEPWA
159
New England Private Wealth Advisors
Massachusetts
$8.43M +$23.1K +143 +0.3%
Neuberger Berman Group
160
Neuberger Berman Group
New York
$8.14M +$603K +3,726 +9%
BO
161
BRR OpCo
Ohio
$8.1M -$158K -974 -2%
CRC
162
Curi RMB Capital
Illinois
$7.96M +$84.9K +525 +1%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$7.96M +$3.93M +24,291 +110%
JFG
164
JMG Financial Group
Illinois
$7.8M +$454K +2,805 +7%
MPPLM
165
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.8M +$667K +4,120 +10%
HC
166
Hamilton Capital
Ohio
$7.79M -$31.1K -192 -0.4%
GT
167
Glenmede Trust
Pennsylvania
$7.53M +$51.6K +319 +0.7%
BPB
168
Badgley, Phelps & Bell
Washington
$7.41M -$46.3K -286 -0.7%
Fiera Capital (Canada)
169
Fiera Capital (Canada)
Quebec, Canada
$7.39M +$403K +2,492 +6%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$7.38M -$12.8M -78,939 -65%
SSB
171
Sandy Spring Bank
Maryland
$7.36M +$6.47K +40 +0.1%
RP
172
Rice Partnership
Hawaii
$7.35M -$149K -919 -2%
GLLW
173
Graves Light Lenhart Wealth
Virginia
$7.34M
OFG
174
Omega Financial Group
California
$7.17M -$274K -1,693 -4%
RTS
175
Round Table Services
New Jersey
$7.15M -$447K -2,765 -6%

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.