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iShares Russell 1000 ETF

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,252% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $2.38M

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

2% more funds holding

Funds holding: 622636 (+14)

5% more capital invested

Capital invested by funds: $14.9B → $15.6B (+$723M)

0.82% more ownership

Funds ownership: 73.14%73.96% (+0.82%)

1% less funds holding in top 10

Funds holding in top 10: 7271 (-1)

19% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 213

Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.54%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.62%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Atlanta Capital Management
Georgia
$2.28M -$475K -2,990 -18%
I
227
IberiaBank
Louisiana
$2.25M +$1.48M +9,351 +206%
TPWA
228
TRUE Private Wealth Advisors
Oregon
$2.18M +$18.7K +118 +0.9%
LWCFA
229
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.14M
SEI Investments
230
SEI Investments
Pennsylvania
$2.13M -$4.72M -29,750 -69%
CRC
231
Curi RMB Capital
Illinois
$2.13M +$352K +2,218 +20%
SB
232
Simmons Bank
Arkansas
$2.13M -$56.3K -355 -3%
MCM
233
Manchester Capital Management
Vermont
$2.12M
FMWA
234
Forvis Mazars Wealth Advisors
Missouri
$2.06M
APG
235
Abacus Planning Group
South Carolina
$2.04M -$63.2K -398 -3%
AllianceBernstein
236
AllianceBernstein
Tennessee
$2.03M +$289K +1,819 +17%
NC
237
NewSquare Capital
Pennsylvania
$2M +$60.3K +380 +3%
Barclays
238
Barclays
United Kingdom
$1.98M -$1.59K -10 -0.1%
PA
239
Parallel Advisors
California
$1.97M -$26.3K -166 -1%
CWM
240
Cranbrook Wealth Management
Michigan
$1.96M -$6.03K -38 -0.3%
RWMH
241
Riverpoint Wealth Management Holdings
Illinois
$1.95M +$5.08K +32 +0.3%
Citadel Advisors
242
Citadel Advisors
Florida
$1.95M -$6.29M -39,624 -77%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$1.95M -$123K -775 -6%
EK
244
Evensky & Katz
Florida
$1.94M +$8.41K +53 +0.4%
GIA
245
GHP Investment Advisors
Colorado
$1.93M -$48.3K -304 -2%
Mariner
246
Mariner
Kansas
$1.93M +$321K +2,021 +20%
GIA
247
Guyasuta Investment Advisors
Pennsylvania
$1.92M
RFC
248
Regions Financial Corp
Alabama
$1.92M -$59.7K -376 -3%
FWM
249
Frontier Wealth Management
Missouri
$1.9M +$51.1K +322 +3%
Prudential Financial
250
Prudential Financial
New Jersey
$1.87M +$150K +948 +9%

IWB Hedge Fund Activity: Q3 2018 in Review

636 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2018, worth a combined $15.6B — up 4.9% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IWB positions and 37 closed out — a net gain of 18 holders — while 173 added to existing stakes and 213 trimmed.

The largest buyer was QS Investors, adding an estimated $270M. The largest seller was BlackRock, cutting an estimated $469M.

  • 636 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2018, up from 622 in Q2 2018.
  • Funds reported $15.6B of iShares Russell 1000 ETF stock for Q3 2018, up 4.9% quarter-over-quarter.
  • 55 funds opened new iShares Russell 1000 ETF positions in Q3 2018 and 37 closed out, a net change of +18 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2018 was QS Investors, an estimated $270M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2018 was BlackRock, an estimated $469M sold.

Based on aggregated 13F filings for Q3 2018.