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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
FPCP
251
Fort Point Capital Partners
California
$1.8M -$94.6K -596 -5%
CI
252
Conning Inc
Connecticut
$1.8M
AI
253
Accredited Investors
Minnesota
$1.77M -$91.1K -574 -5%
RWG
254
Regal Wealth Group
California
$1.75M +$476 +3 +0%
CA
255
Cetera Advisors
Colorado
$1.71M +$160K +1,005 +10%
KeyBank National Association
256
KeyBank National Association
Ohio
$1.71M -$308K -1,943 -16%
Truist Financial
257
Truist Financial
North Carolina
$1.7M +$30.8K +194 +2%
IC
258
Intersect Capital
California
$1.67M -$6.98K -44 -0.4%
ASN
259
Advisory Services Network
Georgia
$1.66M +$199K +1,256 +14%
SE
260
Summit Equities
New Jersey
$1.66M +$52.1K +328 +3%
CAW
261
Cornerstone Advisors (Washington)
Washington
$1.63M +$303K +1,909 +23%
PL
262
Plancorp LLC
Missouri
$1.62M
CT
263
Coastline Trust
Rhode Island
$1.6M -$181K -1,140 -10%
PPA
264
Parametric Portfolio Associates
Washington
$1.58M +$1.13M +7,147 +269%
WCF
265
West Coast Financial
California
$1.58M
RCAG
266
Rehmann Capital Advisory Group
Michigan
$1.56M +$12.7K +80 +0.8%
HFS
267
HL Financial Services
Kentucky
$1.52M -$11.1K -70 -0.7%
EAM
268
Evanson Asset Management
California
$1.5M
SS
269
Simplicity Solutions
Minnesota
$1.46M +$869K +5,473 +154%
BAMG
270
Brand Asset Management Group
Missouri
$1.46M +$317 +2 +0%
RBC
271
Roble Belko & Company
Pennsylvania
$1.44M
PWAP
272
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.44M -$17.5K -110 -1%
IA
273
IFP Advisors
Florida
$1.43M +$137K +865 +11%
GC
274
Garde Capital
Washington
$1.41M +$1.19M +7,499 +417%
DWM
275
Doyle Wealth Management
Florida
$1.4M -$28.6K -180 -2%

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.