iShares Russell 3000 ETF
573 hedge funds and large institutions have $5.72B invested in iShares Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 139 increasing their positions, 193 reducing their positions, and 20 closing their positions.
41,950% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $30K
330% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 20
15% more capital invested
Capital invested by funds: $4.99B → $5.72B (+$727M)
11% more funds holding
Funds holding: 517 → 573 (+56)
1.28% more ownership
Funds ownership: 52.72% → 54% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 52 → 52 (0)
28% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 193
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$102M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$28.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$25.8M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$12.6M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$8.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$74M |
| 2 |
HF
HRT Financial
New York
|
-$60.6M |
| 3 |
BlackRock
New York
|
-$22.4M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$16.9M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$15.6M |
IWV Hedge Fund Activity: Q4 2020 in Review
573 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2020, worth a combined $5.72B — up 15% from $4.99B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new IWV positions and 20 closed out — a net gain of 66 holders — while 139 added to existing stakes and 193 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $102M. The largest seller was SCS Capital Management, cutting an estimated $74M.
- 573 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2020, up from 517 in Q3 2020.
- Funds reported $5.72B of iShares Russell 3000 ETF stock for Q4 2020, up 15% quarter-over-quarter.
- 86 funds opened new iShares Russell 3000 ETF positions in Q4 2020 and 20 closed out, a net change of +66 holders.
- The largest iShares Russell 3000 ETF buyer in Q4 2020 was Bank of New York Mellon, an estimated $102M added.
- The largest iShares Russell 3000 ETF seller in Q4 2020 was SCS Capital Management, an estimated $74M sold.
Based on aggregated 13F filings for Q4 2020.