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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
Prudential Financial
201
Prudential Financial
New Jersey
$5.83M -$954K -5,166 -14%
FC
202
FCA Corp
Texas
$5.61M +$102K +554 +2%
UB
203
UMB Bank
Missouri
$5.6M
AIA
204
Arcadia Investment Advisors
Idaho
$5.51M -$9.79K -53 -0.2%
FCM
205
Firestone Capital Management
Florida
$5.49M -$394K -2,135 -7%
SWP
206
Summit Wealth Partners
Florida
$5.48M +$490K +2,653 +10%
HSA
207
HBK Sorce Advisory
Pennsylvania
$5.47M -$59.7K -323 -1%
CL
208
CPWM LLC
Washington
$5.42M -$9.79K -53 -0.2%
HNB
209
Huntington National Bank
Ohio
$5.3M
HCM
210
Hollencrest Capital Management
California
$5.18M -$677K -3,667 -12%
FB
211
Fulton Bank
Pennsylvania
$5.14M -$223K -1,210 -4%
5L
212
55I LLC
Massachusetts
$5.12M -$376K -2,038 -7%
MHS
213
M Holdings Securities
Oregon
$5.11M -$123K -665 -2%
CG
214
Caprock Group
Idaho
$5.11M +$185 +1 +0%
SWPG
215
Strategic Wealth Partners Group
Illinois
$5.09M -$161K -869 -3%
BAM
216
Barrett Asset Management
New York
$5.05M
FHC
217
First Horizon Corporation
Tennessee
$4.99M +$4.92M +26,638 New
RIS
218
Retirement Income Solutions
Michigan
$4.98M -$366K -1,983 -7%
JIR
219
James Investment Research
Ohio
$4.97M -$979K -5,301 -17%
DAS
220
Dynamic Advisor Solutions
Arizona
$4.82M +$99.6K +539 +2%
QCG
221
Quadrant Capital Group
Ohio
$4.8M -$466K -2,523 -9%
ITIM
222
Indiana Trust & Investment Management
Indiana
$4.78M
DWM
223
Destination Wealth Management
California
$4.73M -$168K -910 -3%
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$4.71M +$1.28M +6,939 +38%
K
225
Kemper
Illinois
$4.59M -$1.51M -8,182 -25%

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.