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BlackRock Institutional Trust’s iShares Russell 1000 ETF IWB Stock Holding History

BlackRock Institutional Trust’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-257,816
Closed -$31.1M – 3868
2016
Q3 		$31.1M Buy
257,816
+4,045
+2% +$486K ﹤0.01% 1588
2016
Q2 		$29.7M Sell
253,771
-21,205
-8% -$2.45M ﹤0.01% 1582
2016
Q1 		$31.4M Sell
274,976
-4,843,444
-95% -$523M 0.01% 1520
2015
Q4 		$580M Sell
5,118,420
-233,508
-4% -$26.7M 0.1% 210
2015
Q3 		$573M Buy
5,351,928
+136,905
+3% +$15.5M 0.1% 207
2015
Q2 		$605M Buy
5,215,023
+82,584
+2% +$9.74M 0.1% 209
2015
Q1 		$595M Buy
5,132,439
+142,212
+3% +$16.4M 0.09% 224
2014
Q4 		$572M Sell
4,990,227
-111,967
-2% -$12.6M 0.09% 229
2014
Q3 		$561M Sell
5,102,194
-39,359
-0.8% -$4.35M 0.09% 221
2014
Q2 		$566M Buy
5,141,553
+42,140
+0.8% +$4.48M 0.09% 220
2014
Q1 		$534M Sell
5,099,413
-9,394
-0.2% -$966K 0.09% 213
2013
Q4 		$527M Sell
5,108,807
-287,822
-5% -$28.5M 0.09% 215
2013
Q3 		$508M Sell
5,396,629
-11,750
-0.2% -$1.1M 0.1% 202
2013
Q2 		$486M Buy
+5,408,379
New +$484M 0.1% 205

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

BlackRock Institutional Trust's IWB Position: Q4 2016 in Review

BlackRock Institutional Trust sold out of iShares Russell 1000 ETF (IWB) in Q4 2016, closing a stake of 257,816 shares — an estimated $31.1M sold.

BlackRock Institutional Trust first reported a position in IWB in Q2 2013 and held it in 14 quarters. The position peaked at $605M in Q2 2015. 498 funds tracked by Wall St. Rank hold IWB as of Q4 2016.

  • BlackRock Institutional Trust reported no remaining iShares Russell 1000 ETF position as of Q4 2016 after selling out during the quarter.
  • BlackRock Institutional Trust sold 257,816 iShares Russell 1000 ETF shares in Q4 2016, an estimated $31.1M.
  • BlackRock Institutional Trust first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 14 quarters.
  • BlackRock Institutional Trust's iShares Russell 1000 ETF position peaked at $605M in Q2 2015.
  • 498 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.