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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
RC
301
RegentAtlantic Capital
New Jersey
$747K +$45.8K +343 +7%
AFP
302
Ausdal Financial Partners
Iowa
$745K +$305K +2,283 +71%
FWCM
303
Ferguson Wellman Capital Management
Oregon
$738K
RPGK
304
Retirement Planning Group (Kansas)
Kansas
$732K -$42.2K -316 -6%
IC
305
Intersect Capital
California
$725K +$373K +2,794 +109%
S
306
SignatureFD
Georgia
$724K +$53K +397 +8%
Geode Capital Management
307
Geode Capital Management
Massachusetts
$700K
EP
308
Edgestream Partners
New Jersey
$681K +$341K +2,554 +103%
SBWM
309
Sunflower Bank Wealth Management
Arizona
$676K +$667K +5,000 New
AWS
310
AJ Wealth Strategies
New York
$665K
WPC
311
Waters Parkerson & Co
Louisiana
$662K
CPO
312
Cerity Partners OCIO
New York
$654K -$35.4K -265 -5%
WAM
313
Weatherly Asset Management
California
$653K +$17.2K +129 +3%
FC
314
Forte Capital
New York
$636K +$118K +885 +23%
CWM
315
Confluence Wealth Management
Oregon
$630K -$4.27K -32 -0.7%
SMC
316
Smith, Moore & Co
Missouri
$624K +$4.81K +36 +0.8%
LS
317
Lattice Strategies
Pennsylvania
$611K
RCG
318
Ruggie Capital Group
Florida
$609K
UBS AM
319
UBS AM
Illinois
$590K +$7.08K +53 +1%
CCM
320
Coldstream Capital Management
Washington
$583K +$77.3K +579 +16%
MWAC
321
Mariner Wealth Advisors (Cincinnati)
Ohio
$582K +$189K +1,414 +49%
LIC
322
Lodestar Investment Counsel
Illinois
$578K
EA
323
Edge Advisors
Georgia
$572K +$88.4K +662 +19%
NPF
324
Norris Perne & French
Michigan
$565K -$42.7K -320 -7%
NB
325
Nicolet Bankshares
Wisconsin
$565K +$160K +1,195 +40%

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.