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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
SHJ
276
Sharkey, Howes & Javer
Colorado
$1.4M
TSS
277
Two Sigma Securities
New York
$1.38M -$2.26M -14,259 -63%
RA
278
RFG Advisory
Alabama
$1.37M +$596K +3,755 +79%
CA
279
Cornerstone Advisory
Maryland
$1.35M -$562K -3,538 -30%
CPIG
280
Chicago Partners Investment Group
Illinois
$1.34M
SWM
281
SigFig Wealth Management
California
$1.33M -$115K -722 -8%
HH
282
Hilltop Holdings
Texas
$1.33M -$32.1K -202 -2%
HNB
283
Huntington National Bank
Ohio
$1.33M
CT
284
Cambridge Trust
Massachusetts
$1.32M
SIA
285
Starfire Investment Advisers
Michigan
$1.3M -$238K -1,502 -16%
MRCM
286
M&R Capital Management
New Jersey
$1.29M
WSTAM
287
Wilbanks Smith & Thomas Asset Management
Virginia
$1.28M -$273K -1,720 -18%
ACM
288
Azimuth Capital Management
Michigan
$1.27M -$6.35K -40 -0.5%
ALIONA
289
Allianz Life Insurance of North America
Minnesota
$1.22M -$31.1K -196 -3%
AC
290
Abbrea Capital
California
$1.21M
PFC
291
Personal Financial Consultants
California
$1.2M +$1.18M +7,439 New
CAM
292
Chandler Asset Management
California
$1.2M +$1.18M +7,414 New
SCM
293
Stordahl Capital Management
Colorado
$1.2M -$37.5K -236 -3%
UAS
294
United Asset Strategies
New York
$1.19M -$69.8K -440 -6%
FHA
295
Flagship Harbor Advisors
Massachusetts
$1.18M -$104K -654 -8%
DPI
296
Diversified Portfolios Inc
Michigan
$1.16M -$35.2K -222 -3%
LNWWM
297
Laird Norton Wetherby Wealth Management
California
$1.14M
GAM
298
Gemmer Asset Management
California
$1.14M +$225K +1,420 +25%
MBT
299
Montecito Bank & Trust
California
$1.12M
ADL
300
Asset Dedication LLC
California
$1.11M -$203K -1,281 -16%

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.