iShares Russell 1000 ETF
383 hedge funds and large institutions have $6.89B invested in iShares Russell 1000 ETF in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 116 reducing their positions, and 25 closing their positions.
28% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 25
22% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 116
2% more funds holding
Funds holding: 377 → 383 (+6)
1.56% more ownership
Funds ownership: 59.66% → 61.21% (+1.6%)
3% more capital invested
Capital invested by funds: $6.71B → $6.89B (+$178M)
2% less funds holding in top 10
Funds holding in top 10: 57 → 56 (-1)
70% less call options, than puts
Call options by funds: $568K | Put options by funds: $1.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$363M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$147M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$126M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$102M |
| 5 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
+$84.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$160M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$84.7M |
| 3 |
Goldman Sachs
New York
|
-$47.8M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$45.9M |
| 5 |
Morgan Stanley
New York
|
-$25.2M |
IWB Hedge Fund Activity: Q3 2015 in Review
383 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2015, worth a combined $6.89B — up 2.7% from $6.71B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IWB positions and 25 closed out — a net gain of 7 holders — while 141 added to existing stakes and 116 trimmed.
The largest buyer was QS Investors, opening a new position worth an estimated $363M. The largest seller was JP Morgan Chase, cutting an estimated $160M.
- 383 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2015, up from 377 in Q2 2015.
- Funds reported $6.89B of iShares Russell 1000 ETF stock for Q3 2015, up 2.7% quarter-over-quarter.
- 32 funds opened new iShares Russell 1000 ETF positions in Q3 2015 and 25 closed out, a net change of +7 holders.
- The largest iShares Russell 1000 ETF buyer in Q3 2015 was QS Investors, an estimated $363M added.
- The largest iShares Russell 1000 ETF seller in Q3 2015 was JP Morgan Chase, an estimated $160M sold.
Based on aggregated 13F filings for Q3 2015.