iShares Russell 3000 ETF
517 hedge funds and large institutions have $4.97B invested in iShares Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 207 reducing their positions, and 30 closing their positions.
80% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 30
13% more capital invested
Capital invested by funds: $4.42B → $4.97B (+$558M)
4% more funds holding
Funds holding: 496 → 517 (+21)
2% more funds holding in top 10
Funds holding in top 10: 49 → 50 (+1)
0.29% less ownership
Funds ownership: 53.63% → 53.34% (-0.29%)
6% less call options, than puts
Call options by funds: $2.17M | Put options by funds: $2.32M
47% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 207
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$24.5M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$17.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.5M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$15.9M |
| 5 |
HF
HRT Financial
New York
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RMDI
R.M. Davis Inc
Portland,
Maine
|
-$55.8M |
| 2 |
ST
Sentinel Trust
Houston,
Texas
|
-$39.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$34.3M |
| 4 |
Morgan Stanley
New York
|
-$29.3M |
| 5 |
AB
Amalgamated Bank
New York
|
-$25.9M |
IWV Hedge Fund Activity: Q2 2020 in Review
517 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2020, worth a combined $4.97B — up 13% from $4.42B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IWV positions and 30 closed out — a net gain of 24 holders — while 110 added to existing stakes and 207 trimmed.
The largest buyer was Financial Services Advisory, opening a new position worth an estimated $24.5M. The largest seller was R.M. Davis Inc, cutting an estimated $55.8M.
- 517 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2020, up from 496 in Q1 2020.
- Funds reported $4.97B of iShares Russell 3000 ETF stock for Q2 2020, up 13% quarter-over-quarter.
- 54 funds opened new iShares Russell 3000 ETF positions in Q2 2020 and 30 closed out, a net change of +24 holders.
- The largest iShares Russell 3000 ETF buyer in Q2 2020 was Financial Services Advisory, an estimated $24.5M added.
- The largest iShares Russell 3000 ETF seller in Q2 2020 was R.M. Davis Inc, an estimated $55.8M sold.
Based on aggregated 13F filings for Q2 2020.