We are live on ! Find out more
IWB icon

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
CA
176
Clearstead Advisors
Ohio
$7.13M -$76.2K -471 -1%
PA
177
Paracle Advisors
Washington
$7.09M -$263K -1,624 -4%
CA
178
Centerpoint Advisors
Massachusetts
$7.07M +$6.65M +41,107 +42,378%
SPA
179
Sentinel Pension Advisors
Massachusetts
$6.99M -$1.31M -8,094 -17%
HPWM
180
Highland Private Wealth Management
Washington
$6.94M -$66.3K -410 -1%
JIP
181
Jaffetilchin Investment Partners
Florida
$6.9M +$125K +772 +2%
CGL
182
Clarius Group LLC
Washington
$6.77M
Citadel Advisors
183
Citadel Advisors
Florida
$6.75M +$508K +3,141 +9%
RMDI
184
R.M. Davis Inc
Maine
$6.73M +$547K +3,380 +9%
SWP
185
Stratos Wealth Partners
Ohio
$6.7M -$218K -1,350 -3%
CS
186
Credit Suisse
Switzerland
$6.62M -$26M -160,700 -81%
GT
187
Glenview Trust
Kentucky
$6.5M -$41.7K -258 -0.7%
JSL
188
JT Stratford LLC
Georgia
$6.43M -$8.85M -54,709 -59%
PFO
189
Pathstone Family Office
New Jersey
$6.41M +$193K +1,195 +3%
TCB
190
Texas Capital Bancshares
Texas
$6.34M -$793K -4,900 -12%
PP
191
Paloma Partners
Connecticut
$6.26M +$5.9M +36,445 New
Prudential Financial
192
Prudential Financial
New Jersey
$6.24M -$574K -3,550 -9%
PSUF
193
People's United Financial
Connecticut
$6.17M +$240K +1,483 +4%
SWA
194
Sutton Wealth Advisors
Florida
$6.03M -$22.2K -137 -0.4%
FC
195
Fiduciary Counselling
Minnesota
$5.98M
ACM
196
Atlanta Capital Management
Georgia
$5.95M -$5.81M -35,916 -51%
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$5.87M -$710K -4,386 -11%
OFG
198
Oxford Financial Group
Indiana
$5.86M -$35.9K -222 -0.6%
DWM
199
Dakota Wealth Management
Florida
$5.82M -$73.9K -457 -1%
BUB
200
BBVA USA Bancshares
Texas
$5.77M -$130K -803 -2%

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.