We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF

923 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 ETF in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 283 increasing their positions, 323 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $1.94M

47% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $20.6B → $24.3B (+$3.66B)

2.05% more ownership

Funds ownership: 76.12%78.17% (+2.1%)

0% more funds holding

Funds holding: 920923 (+3)

4% less funds holding in top 10

Funds holding in top 10: 116111 (-5)

12% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 323

Holders
923
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
16.07%
Holding in Top 10
111
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.31%
% of All Funds
1.93%
New
53
Increased
283
Reduced
323
Closed
36
Calls
$4.97M
Puts
$1.94M
Net Calls
+$3.03M
Net Calls Change
-$683K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.33B -$54M -229,035 -2%
NMIFOAC
2
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.86B +$1.02B +4,336,847 New
BlackRock
3
BlackRock
New York
$1.81B +$113M +478,845 +7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.38B +$64.2M +272,454 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.16B +$221M +938,813 +24%
QI
6
QS Investors
New York
$754M +$148M +629,980 +25%
Bank of America
7
Bank of America
North Carolina
$744M -$9.88M -41,948 -1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$521M -$11.2M -47,404 -2%
Northern Trust
9
Northern Trust
Illinois
$505M +$1.41M +5,994 +0.3%
M&T Bank
10
M&T Bank
New York
$503M -$296M -1,256,117 -38%
DLIC
11
Daido Life Insurance Company
Japan
$426M
LPL Financial
12
LPL Financial
California
$420M +$303M +1,285,673 +287%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$383M +$385K +1,636 +0.1%
Wells Fargo
14
Wells Fargo
California
$322M -$26.5M -112,542 -8%
Morgan Stanley
15
Morgan Stanley
New York
$317M +$758K +3,219 +0.2%
JIC
16
Johnson Investment Counsel
Ohio
$298M +$3.13M +13,294 +1%
CFA
17
Capstone Financial Advisors
Illinois
$293M -$89.9M -381,444 -24%
V
18
Veritable
Delaware
$282M -$3.6M -15,296 -1%
UBS Group
19
UBS Group
Switzerland
$252M +$4.55M +19,308 +2%
WA
20
WestEnd Advisors
North Carolina
$247M -$240K -1,019 Closed
LWMT
21
Legacy Wealth Management (Tennessee)
Tennessee
$223M -$6.23M -26,423 -3%
US Bancorp
22
US Bancorp
Minnesota
$222M +$2.26M +9,574 +1%
TF
23
TIAA FSB
Florida
$220M -$5.5M -23,339 -3%
CCA
24
Catalyst Capital Advisors
New York
$211M
MRC
25
Millburn Ridgefield Corp
New York
$211M

IWB Hedge Fund Activity: Q2 2021 in Review

923 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2021, worth a combined $24.3B — up 18% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IWB positions and 36 closed out — a net gain of 17 holders — while 283 added to existing stakes and 323 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, opening a new position worth an estimated $1.02B. The largest seller was M&T Bank, cutting an estimated $296M.

  • 923 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2021, up from 920 in Q1 2021.
  • Funds reported $24.3B of iShares Russell 1000 ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 ETF positions in Q2 2021 and 36 closed out, a net change of +17 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2021 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $1.02B added.
  • The largest iShares Russell 1000 ETF seller in Q2 2021 was M&T Bank, an estimated $296M sold.

Based on aggregated 13F filings for Q2 2021.