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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
K
201
Kemper
Illinois
$5.61M
UB
202
UMB Bank
Missouri
$5.6M -$11.2K -69 -0.2%
JIR
203
James Investment Research
Ohio
$5.47M -$263K -1,627 -5%
FCM
204
Firestone Capital Management
Florida
$5.41M -$396K -2,446 -7%
HCM
205
Hollencrest Capital Management
California
$5.38M -$347K -2,146 -6%
TRCT
206
Tower Research Capital (TRC)
New York
$5.21M +$4.91M +30,341 New
HSA
207
HBK Sorce Advisory
Pennsylvania
$5.08M -$8.41K -52 -0.2%
AIA
208
Arcadia Investment Advisors
Idaho
$5.07M -$35.6K -220 -0.7%
FC
209
FCA Corp
Texas
$5.05M +$66K +408 +1%
5L
210
55I LLC
Massachusetts
$5.04M -$1.81M -11,195 -28%
CL
211
CPWM LLC
Washington
$4.98M -$31.2K -193 -0.7%
FB
212
Fulton Bank
Pennsylvania
$4.92M +$516K +3,189 +13%
RIS
213
Retirement Income Solutions
Michigan
$4.91M +$4.39M +27,139 +1,879%
QCG
214
Quadrant Capital Group
Ohio
$4.83M -$183K -1,132 -4%
SWPG
215
Strategic Wealth Partners Group
Illinois
$4.82M -$16.3K -101 -0.4%
MHS
216
M Holdings Securities
Oregon
$4.8M -$1.28M -7,899 -22%
PPA
217
Parametric Portfolio Associates
Washington
$4.75M +$4.1M +25,331 +1,076%
CG
218
Caprock Group
Idaho
$4.68M -$463K -2,860 -9%
I
219
IberiaBank
Louisiana
$4.66M -$98.5K -609 -2%
BAM
220
Barrett Asset Management
New York
$4.64M
VOYA Investment Management
221
VOYA Investment Management
Georgia
$4.6M +$585K +3,614 +16%
SWP
222
Summit Wealth Partners
Florida
$4.57M +$194K +1,202 +5%
TA
223
Tiedemann Advisors
New York
$4.5M -$135K -836 -3%
DWM
224
Destination Wealth Management
California
$4.5M -$239K -1,479 -5%
ITIM
225
Indiana Trust & Investment Management
Indiana
$4.38M

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.