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iShares Russell 1000 ETF

519 hedge funds and large institutions have $14.7B invested in iShares Russell 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 145 increasing their positions, 187 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $5.4M | Put options by funds: $2.31M

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $13.9B → $14.7B (+$852M)

3% more funds holding

Funds holding: 506519 (+13)

0.51% more ownership

Funds ownership: 71.3%71.8% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

22% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 187

Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.94%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.77%
New
38
Increased
145
Reduced
187
Closed
22
Calls
$5.4M
Puts
$2.31M
Net Calls
+$3.08M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
251
AllianceBernstein
Tennessee
$1.37M +$686K +5,137 +103%
PL
252
Plancorp LLC
Missouri
$1.35M -$529K -3,964 -28%
Mariner
253
Mariner
Kansas
$1.35M +$112K +837 +9%
JG
254
Jefferies Group
New York
$1.31M +$1.33K +10 +0.1%
CAW
255
Cornerstone Advisors (Washington)
Washington
$1.29M
PFA
256
Pure Financial Advisors
California
$1.26M -$73.2K -548 -6%
EAM
257
Evanson Asset Management
California
$1.25M
SHJ
258
Sharkey, Howes & Javer
Colorado
$1.25M -$37.8K -283 -3%
DWM
259
Doyle Wealth Management
Florida
$1.25M -$11.7K -88 -0.9%
Truist Financial
260
Truist Financial
North Carolina
$1.23M -$17.9K -134 -1%
RBC
261
Roble Belko & Company
Pennsylvania
$1.21M
BSW
262
Buckingham Strategic Wealth
Missouri
$1.19M +$51.3K +384 +5%
SEI Investments
263
SEI Investments
Pennsylvania
$1.19M +$567K +4,246 +94%
GA
264
Geneva Advisors
Illinois
$1.18M -$59.5K -446 -5%
IA
265
IFP Advisors
Florida
$1.16M +$220K +1,648 +24%
NPC
266
National Planning Corporation
California
$1.15M -$166K -1,244 -13%
AC
267
Abbrea Capital
California
$1.13M -$2.67K -20 -0.2%
MCM
268
MAI Capital Management
Ohio
$1.1M +$58.1K +435 +6%
HFS
269
HL Financial Services
Kentucky
$1.09M +$34.7K +260 +3%
STMM
270
South Texas Money Management
Texas
$1.09M -$129K -964 -11%
DPI
271
Diversified Portfolios Inc
Michigan
$1.08M -$28.4K -213 -3%
MRCM
272
M&R Capital Management
New Jersey
$1.08M
HNB
273
Huntington National Bank
Ohio
$1.08M
SHGA
274
Sand Hill Global Advisors
California
$1.07M +$1.06M +7,920 New
ACI
275
Alpha Cubed Investments
California
$1.04M -$124K -932 -11%

IWB Hedge Fund Activity: Q2 2017 in Review

519 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2017, worth a combined $14.7B — up 6.1% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IWB positions and 22 closed out — a net gain of 16 holders — while 145 added to existing stakes and 187 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $280M. The largest seller was United Services Automobile Association, cutting an estimated $267M.

  • 519 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2017, up from 506 in Q1 2017.
  • Funds reported $14.7B of iShares Russell 1000 ETF stock for Q2 2017, up 6.1% quarter-over-quarter.
  • 38 funds opened new iShares Russell 1000 ETF positions in Q2 2017 and 22 closed out, a net change of +16 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $280M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2017 was United Services Automobile Association, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2017.