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iShares Russell 1000 ETF

377 hedge funds and large institutions have $6.71B invested in iShares Russell 1000 ETF in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $2.16M | Put options by funds: $1.12M

2% more funds holding in top 10

Funds holding in top 10: 5657 (+1)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.06% more ownership

Funds ownership: 59.6%59.66% (+0.06%)

1% less capital invested

Capital invested by funds: $6.79B → $6.71B (-$77.2M)

1% less funds holding

Funds holding: 382377 (-5)

21% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 135

Holders
377
Holders Change
-5
Holders Change %
-1.31%
% of All Funds
10.16%
Holding in Top 10
57
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.79%
% of All Funds
1.54%
New
33
Increased
107
Reduced
135
Closed
32
Calls
$2.16M
Puts
$1.12M
Net Calls
+$1.04M
Net Calls Change
+$8.85M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
276
Gofen & Glossberg
Illinois
$396K
CIC
277
Carnegie Investment Counsel
Ohio
$388K
S
278
SignatureFD
Georgia
$381K
CA
279
Cortland Associates
Missouri
$380K
PAMG
280
Patton Albertson Miller Group
Tennessee
$377K +$383K +3,247 New
CPO
281
Cerity Partners OCIO
New York
$375K -$121K -1,029 -24%
AAS
282
Annex Advisory Services
Wisconsin
$372K -$32.1K -272 -8%
AIM
283
Aspen Investment Management
Michigan
$370K
WGCA
284
Wolf Group Capital Advisors
Virginia
$367K +$209K +1,773 New
AAM
285
Aureus Asset Management
Massachusetts
$362K
BHB
286
Bank Hapoalim BM
Israel
$359K -$45.8K -388 -11%
EIM
287
Emerson Investment Management
Massachusetts
$354K
RBC
288
Ronald Blue & Co
Georgia
$343K -$8.73K -74 -2%
FWCM
289
First Western Capital Management
California
$341K -$40.1K -340 -10%
HCMT
290
Highland Capital Management (Tennessee)
Tennessee
$335K +$341K +2,890 New
FHA
291
First Horizon Advisors
Tennessee
$334K -$3.89K -33 -1%
AWM
292
Altavista Wealth Management
North Carolina
$326K +$332K +2,813 New
CAL
293
Capital Advisors Ltd
Ohio
$323K -$35.3K -299 -10%
CIBC World Market
294
CIBC World Market
Ontario, Canada
$322K -$519K -4,400 -61%
WTB
295
Washington Trust Bank
Washington
$322K -$5.9K -50 -2%
WCM
296
Wealthcare Capital Management
Virginia
$319K -$24.3K -206 -7%
JFGIW
297
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$316K
ICOA
298
Investment Centers of America
North Dakota
$315K -$8.61K -73 -3%
HF
299
HRT Financial
New York
$315K +$320K +2,717 New
DADC
300
D.A. Davidson & Co
Montana
$310K

IWB Hedge Fund Activity: Q2 2015 in Review

377 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2015, worth a combined $6.71B — down 1.1% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IWB positions and 32 closed out — a net gain of 1 holder — while 107 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.4M. The largest seller was Goldman Sachs, cutting an estimated $134M.

  • 377 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2015, down from 382 in Q1 2015.
  • Funds reported $6.71B of iShares Russell 1000 ETF stock for Q2 2015, down 1.1% quarter-over-quarter.
  • 33 funds opened new iShares Russell 1000 ETF positions in Q2 2015 and 32 closed out, a net change of +1 holder.
  • The largest iShares Russell 1000 ETF buyer in Q2 2015 was Fidelity Investments, an estimated $69.4M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2015 was Goldman Sachs, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2015.