iShares Russell 1000 ETF
920 hedge funds and large institutions have $20.6B invested in iShares Russell 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 235 increasing their positions, 350 reducing their positions, and 54 closing their positions.
224% more call options, than puts
Call options by funds: $5.37M | Put options by funds: $1.66M
35% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 54
2% more funds holding
Funds holding: 906 → 920 (+14)
5% more capital invested
Capital invested by funds: $19.7B → $20.6B (+$904M)
0% more funds holding in top 10
Funds holding in top 10: 116 → 116 (0)
0.24% less ownership
Funds ownership: 76.37% → 76.12% (-0.24%)
33% less repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 350
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$465M |
| 2 |
DCM
Disciplina Capital Management
Nashville,
Tennessee
|
+$83.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$80.4M |
| 4 |
BlackRock
New York
|
+$62.3M |
| 5 |
QI
QS Investors
New York
|
+$54.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$216M |
| 2 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$146M |
| 3 |
GM
Granger Management
New York
|
-$100M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$97.4M |
| 5 |
CIM
CenturyLink Investment Management
Denver,
Colorado
|
-$89.2M |
IWB Hedge Fund Activity: Q1 2021 in Review
920 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2021, worth a combined $20.6B — up 4.6% from $19.7B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new IWB positions and 54 closed out — a net gain of 19 holders — while 235 added to existing stakes and 350 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $465M. The largest seller was Jones Financial Companies, cutting an estimated $216M.
- 920 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2021, up from 906 in Q4 2020.
- Funds reported $20.6B of iShares Russell 1000 ETF stock for Q1 2021, up 4.6% quarter-over-quarter.
- 73 funds opened new iShares Russell 1000 ETF positions in Q1 2021 and 54 closed out, a net change of +19 holders.
- The largest iShares Russell 1000 ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $465M added.
- The largest iShares Russell 1000 ETF seller in Q1 2021 was Jones Financial Companies, an estimated $216M sold.
Based on aggregated 13F filings for Q1 2021.