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iShares Russell 1000 ETF

321 hedge funds and large institutions have $6.1B invested in iShares Russell 1000 ETF in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

1% more funds holding

Funds holding: 317321 (+4)

2% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $2.19M

0% more capital invested

Capital invested by funds: $6.09B → $6.1B (+$5.67M)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

0.26% less ownership

Funds ownership: 58%57.74% (-0.26%)

8% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 115

Holders
321
Holders Change
+4
Holders Change %
+1.26%
% of All Funds
9.27%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.36%
New
30
Increased
106
Reduced
115
Closed
24
Calls
$2.23M
Puts
$2.19M
Net Calls
+$41K
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
251
Acropolis Investment Management
Missouri
$378K
PP
252
Palladium Partners
Virginia
$378K
DSN
253
D. Scott Neal
Kentucky
$377K +$151K +1,468 +69%
FC
254
FCA Corp
Texas
$373K +$366K +3,559 New
SA
255
Strategic Advisors
New York
$365K
IH
256
IFC Holdings
Florida
$362K +$926 +9 +0.3%
HIS
257
Horizon Investment Services
Indiana
$360K +$352K +3,424 New
HH
258
Hilltop Holdings
Texas
$358K +$77.2K +750 +28%
BRWM
259
B. Riley Wealth Management
Tennessee
$356K +$350K +3,400 New
AIM
260
Aspen Investment Management
Michigan
$354K -$12.3K -120 -3%
BC
261
Bartlett & Co
Ohio
$347K
CA
262
Cortland Associates
Missouri
$343K
WA
263
Waverly Advisors
Alabama
$326K -$5.86K -57 -2%
WCM
264
Windsor Capital Management
Arizona
$323K -$10.3K -100 -3%
FAAM
265
First Allied Asset Management
California
$322K -$24K -233 -7%
SC
266
Scotia Capital
Ontario, Canada
$321K
EIM
267
Emerson Investment Management
Massachusetts
$320K
GG
268
Gofen & Glossberg
Illinois
$315K -$42.2K -410 -12%
CBN
269
Cadence Bank NA
Texas
$312K
QC
270
QCM Cayman
Texas
$296K +$290K +2,823 New
WPP
271
Whalerock Point Partners
Rhode Island
$294K -$17K -165 -6%
WCM
272
Wealthcare Capital Management
Virginia
$288K +$283K +2,747 New
Franklin Resources
273
Franklin Resources
California
$287K
DADC
274
D.A. Davidson & Co
Montana
$280K -$40.3K -392 -13%
KTC
275
Kistler-Tiffany Companies
Pennsylvania
$280K

IWB Hedge Fund Activity: Q1 2014 in Review

321 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2014, worth a combined $6.1B — up 0.09% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IWB positions and 24 closed out — a net gain of 6 holders — while 106 added to existing stakes and 115 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $51.4M. The largest seller was BlackRock Group, exiting entirely with an estimated $73.6M sold.

  • 321 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2014, up from 317 in Q4 2013.
  • Funds reported $6.1B of iShares Russell 1000 ETF stock for Q1 2014, up 0.09% quarter-over-quarter.
  • 30 funds opened new iShares Russell 1000 ETF positions in Q1 2014 and 24 closed out, a net change of +6 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2014 was Deutsche Bank, an estimated $51.4M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2014 was BlackRock Group, an estimated $73.6M sold.

Based on aggregated 13F filings for Q1 2014.