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iShares Russell 1000 ETF

457 hedge funds and large institutions have $12.6B invested in iShares Russell 1000 ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 174 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $11.8B → $12.6B (+$778M)

3% more funds holding in top 10

Funds holding in top 10: 6668 (+2)

3% more funds holding

Funds holding: 445457 (+12)

1.23% more ownership

Funds ownership: 69.3%70.53% (+1.2%)

24% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 174

58% less call options, than puts

Call options by funds: $15M | Put options by funds: $35.9M

Holders
457
Holders Change
+12
Holders Change %
+2.7%
% of All Funds
12.19%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.81%
New
38
Increased
132
Reduced
174
Closed
18
Calls
$15M
Puts
$35.9M
Net Calls
-$21M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
251
Mariner
Kansas
$973K -$905K -7,533 -48%
HFS
252
HL Financial Services
Kentucky
$970K -$25.5K -212 -3%
MRCM
253
M&R Capital Management
New Jersey
$963K
LNWWM
254
Laird Norton Wetherby Wealth Management
California
$950K +$948K +7,888 New
MCM
255
MAI Capital Management
Ohio
$937K +$73.9K +615 +9%
FEG
256
Fund Evaluation Group
Ohio
$920K +$918K +7,640 New
RCAG
257
Rehmann Capital Advisory Group
Michigan
$901K -$1.06M -8,833 -54%
PFO
258
Pathstone Family Office
New Jersey
$896K +$608K +5,056 +212%
AIM
259
Avity Investment Management
Connecticut
$886K
ACM
260
Azimuth Capital Management
Michigan
$880K +$7.81K +65 +0.9%
CCG
261
Cypress Capital Group
Florida
$874K
FDCC
262
Foster Dykema Cabot & Co
Massachusetts
$849K
DC
263
Davenport & Co
Virginia
$828K +$15.6K +130 +2%
TIA
264
Tiemann Investment Advisors
California
$825K -$15K -125 -2%
DW
265
Domani Wealth
Pennsylvania
$804K +$153K +1,269 +23%
DWM
266
Destination Wealth Management
California
$794K -$65.1K -542 -8%
Legal & General Group
267
Legal & General Group
United Kingdom
$791K +$699K +5,815 +775%
PPA
268
Parametric Portfolio Associates
Washington
$765K -$918K -7,641 -55%
WF
269
Welch & Forbes
Massachusetts
$747K +$24K +200 +3%
KSA
270
Ken Stern & Associates
California
$739K -$264K -2,199 -26%
HNB
271
Huntington National Bank
Ohio
$736K
RPGK
272
Retirement Planning Group (Kansas)
Kansas
$734K -$342K -2,843 -32%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$733K -$77.2M -642,719 -99%
WI
274
WBI Investments
New Jersey
$732K +$730K +6,072 New
CG
275
Corundum Group
Colorado
$722K +$12.9K +107 +2%