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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
PA
176
Paracle Advisors
Washington
$7.59M -$134K -728 -2%
CA
177
Clearstead Advisors
Ohio
$7.58M -$192K -1,037 -2%
OFG
178
Omega Financial Group
California
$7.58M -$241K -1,306 -3%
ACM
179
Atlanta Capital Management
Georgia
$7.43M +$928K +5,022 +14%
CGL
180
Clarius Group LLC
Washington
$7.38M
HPWM
181
Highland Private Wealth Management
Washington
$7.22M -$344K -1,860 -5%
CS
182
Credit Suisse
Switzerland
$7.21M
Fiera Capital (Canada)
183
Fiera Capital (Canada)
Quebec, Canada
$7.19M -$856K -4,636 -11%
SWP
184
Stratos Wealth Partners
Ohio
$7.16M -$144K -782 -2%
SPA
185
Sentinel Pension Advisors
Massachusetts
$7.16M -$456K -2,471 -6%
AAS
186
Avantax Advisory Services
Texas
$7.03M +$3.78M +20,462 +120%
RTS
187
Round Table Services
New Jersey
$6.96M -$825K -4,466 -11%
MPPLM
188
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.95M -$1.53M -8,275 -18%
SSB
189
Sandy Spring Bank
Maryland
$6.93M -$1.07M -5,809 -14%
Squarepoint
190
Squarepoint
New York
$6.86M +$5.9M +31,967 +686%
GT
191
Glenview Trust
Kentucky
$6.77M -$315K -1,704 -4%
TCB
192
Texas Capital Bancshares
Texas
$6.7M -$214K -1,160 -3%
SWA
193
Sutton Wealth Advisors
Florida
$6.63M +$55.6K +301 +0.9%
KAH
194
Kathryn A. Hall
$6.61M +$1.9M +10,280 +41%
PSUF
195
People's United Financial
Connecticut
$6.6M -$125K -675 -2%
FC
196
Fiduciary Counselling
Minnesota
$6.52M
PFO
197
Pathstone Family Office
New Jersey
$6.34M -$628K -3,399 -9%
DWM
198
Dakota Wealth Management
Florida
$6.29M -$51.7K -280 -0.8%
OFG
199
Oxford Financial Group
Indiana
$6.24M -$144K -780 -2%
BUB
200
BBVA USA Bancshares
Texas
$5.84M -$420K -2,275 -7%

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.