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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
GW
151
GW & Wade
Massachusetts
$10.4M -$245K -1,325 -2%
CCM
152
Coldstream Capital Management
Washington
$10.3M -$334K -1,809 -3%
MA
153
MUFG Americas
New York
$10.2M -$49.3K -267 -0.5%
BFM
154
Boston Financial Management
Massachusetts
$10.1M -$237K -1,281 -2%
CAN
155
Cetera Advisor Networks
California
$10M +$53.7K +291 +0.5%
UCFA
156
United Capital Financial Advisors
Texas
$9.93M -$47.7K -258 -0.5%
Neuberger Berman Group
157
Neuberger Berman Group
New York
$9.87M +$988K +5,351 +11%
MML Investors Services
158
MML Investors Services
Massachusetts
$9.81M -$867K -4,695 -8%
SC
159
Sepio Capital
Utah
$9.67M -$2.45M -13,242 -20%
FS
160
Ferguson Shapiro
Georgia
$9.23M +$9.11M +49,336 New
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$9.12M +$2.69M +14,585 +43%
NEPWA
162
New England Private Wealth Advisors
Massachusetts
$8.98M -$161K -872 -2%
BO
163
BRR OpCo
Ohio
$8.69M -$134K -726 -2%
TA
164
Tiedemann Advisors
New York
$8.6M +$3.64M +19,718 +75%
JFG
165
JMG Financial Group
Illinois
$8.59M +$78.3K +424 +0.9%
CRC
166
Curi RMB Capital
Illinois
$8.53M -$146K -790 -2%
Citadel Advisors
167
Citadel Advisors
Florida
$8.43M +$1.05M +5,690 +14%
HC
168
Hamilton Capital
Ohio
$8.38M -$107K -578 -1%
RMDI
169
R.M. Davis Inc
Maine
$8.37M +$1.02M +5,541 +14%
RP
170
Rice Partnership
Hawaii
$8.27M +$256K +1,385 +3%
GLLW
171
Graves Light Lenhart Wealth
Virginia
$8M
BPB
172
Badgley, Phelps & Bell
Washington
$7.95M -$121K -655 -2%
GT
173
Glenmede Trust
Pennsylvania
$7.88M -$324K -1,756 -4%
TI
174
Tidal Investments
Wisconsin
$7.83M -$347K -1,880 -31%
JIP
175
Jaffetilchin Investment Partners
Florida
$7.7M +$175K +949 +2%

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.