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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B +$212M +1,307,476 +16%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.09B -$53.6M -331,215 -5%
BlackRock
3
BlackRock
New York
$1.01B -$434M -2,680,619 -31%
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$865M +$363M +2,245,000 +80%
Bank of America
5
Bank of America
North Carolina
$581M -$96.2M -594,657 -15%
M&T Bank
6
M&T Bank
New York
$548M -$12.8K -79 -0%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$415M -$255K -1,576 -0.1%
Northern Trust
8
Northern Trust
Illinois
$358M -$23M -142,062 -6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$324M -$70.8M -437,597 -19%
QI
10
QS Investors
New York
$318M -$46.4M -286,882 -13%
DLIC
11
Daido Life Insurance Company
Japan
$302M
JMPWA
12
JP Morgan Private Wealth Advisors
California
$282M -$3.71M -22,947 -1%
BF
13
BOK Financial
Oklahoma
$276M -$51K -315 -0%
CFA
14
Capstone Financial Advisors
Illinois
$253M +$101M +622,398 +73%
Wells Fargo
15
Wells Fargo
California
$243M -$6.74M -41,675 -3%
CCA
16
Catalyst Capital Advisors
New York
$220M -$73.8M -455,916 -26%
MRC
17
Millburn Ridgefield Corp
New York
$220M -$73.8M -455,916 -26%
V
18
Veritable
Delaware
$220M +$16.1M +99,565 +8%
Morgan Stanley
19
Morgan Stanley
New York
$219M -$39.5M -244,109 -16%
JIC
20
Johnson Investment Counsel
Ohio
$204M -$2.24M -13,876 -1%
CIM
21
CenturyLink Investment Management
Colorado
$198M +$186M +1,152,041 New
HSBC Holdings
22
HSBC Holdings
United Kingdom
$189M -$16.6M -102,358 -9%
UBS Group
23
UBS Group
Switzerland
$185M -$12.4M -76,431 -7%
LWMT
24
Legacy Wealth Management (Tennessee)
Tennessee
$184M -$8.27M -51,087 -5%
TF
25
TIAA FSB
Florida
$170M -$7.33M -45,332 -4%

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.