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iShares Russell 1000 ETF

622 hedge funds and large institutions have $14.9B invested in iShares Russell 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 212 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $6.33M

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

3% more capital invested

Capital invested by funds: $14.5B → $14.9B (+$444M)

0% more funds holding

Funds holding: 621622 (+1)

1.11% less ownership

Funds ownership: 74.24%73.14% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 7572 (-3)

27% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 212

Holders
622
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
14.24%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.65%
New
41
Increased
155
Reduced
212
Closed
33
Calls
$28.2M
Puts
$6.33M
Net Calls
+$21.9M
Net Calls Change
+$9.18M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
226
WMS Partners
Maryland
$2.22M
TL
227
TrueWealth LLC
Georgia
$2.16M +$9.49K +63 +0.4%
SB
228
Simmons Bank
Arkansas
$2.05M -$40.7K -270 -2%
TPWA
229
TRUE Private Wealth Advisors
Oregon
$2.02M -$105K -697 -5%
LWCFA
230
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.01M
MCM
231
Manchester Capital Management
Vermont
$1.99M
BOTW
232
Bank of the West
California
$1.98M
APG
233
Abacus Planning Group
South Carolina
$1.98M -$345K -2,289 -15%
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$1.95M -$146K -970 -7%
FMWA
235
Forvis Mazars Wealth Advisors
Missouri
$1.93M +$6.78K +45 +0.4%
KeyBank National Association
236
KeyBank National Association
Ohio
$1.9M -$60.3K -400 -3%
Capital Fund Management (CFM)
237
Capital Fund Management (CFM)
France
$1.9M +$889K +5,900 +90%
PA
238
Parallel Advisors
California
$1.88M -$833K -5,531 -31%
NC
239
NewSquare Capital
Pennsylvania
$1.88M +$85.9K +570 +5%
Barclays
240
Barclays
United Kingdom
$1.86M -$432K -2,866 -19%
RFC
241
Regions Financial Corp
Alabama
$1.86M -$1.15M -7,631 -38%
GIA
242
GHP Investment Advisors
Colorado
$1.86M -$630K -4,180 -25%
CWM
243
Cranbrook Wealth Management
Michigan
$1.85M +$135K +895 +8%
RWMH
244
Riverpoint Wealth Management Holdings
Illinois
$1.83M
LA
245
Legacy Advisors
Pennsylvania
$1.82M
EK
246
Evensky & Katz
Florida
$1.82M
GIA
247
Guyasuta Investment Advisors
Pennsylvania
$1.81M -$38.4K -255 -2%
CA
248
Cornerstone Advisory
Maryland
$1.8M -$44.7K -297 -2%
FPCP
249
Fort Point Capital Partners
California
$1.78M -$61.9K -411 -3%
AI
250
Accredited Investors
Minnesota
$1.75M -$109K -721 -6%