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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
NPF
301
Norris Perne & French
Michigan
$1.1M +$468K +2,948 +76%
FAM
302
Flaharty Asset Management
Florida
$1.1M +$14.3K +90 +1%
WF
303
Welch & Forbes
Massachusetts
$1.07M -$15.9K -100 -1%
JG
304
Jefferies Group
New York
$1.05M +$3.17K +20 +0.3%
SHGA
305
Sand Hill Global Advisors
California
$1.04M
PGFC
306
Peapack-Gladstone Financial Corp
New Jersey
$1.03M
WPW
307
Waldron Private Wealth
Pennsylvania
$1.02M -$39.7K -250 -4%
DC
308
Davenport & Co
Virginia
$1.02M +$3.02K +19 +0.3%
FCI
309
Financial Counselors Inc
Kansas
$1.02M -$35.4K -223 -3%
ST
310
Smithfield Trust
Pennsylvania
$1.02M
UFF
311
USA Financial Formulas
Michigan
$1.02M +$185K +1,165 +21%
AIM
312
Avity Investment Management
Connecticut
$1.01M
LDB
313
Lee, Danner & Bass
Tennessee
$1.01M -$20.6K -130 -2%
EVM
314
Eaton Vance Management
Massachusetts
$1.01M +$254K +1,603 +35%
PPCM
315
Pillar Pacific Capital Management
California
$984K +$24.6K +155 +3%
MAS
316
Managed Account Services
Florida
$945K +$94.8K +597 +11%
ATC
317
Argent Trust Co
Tennessee
$931K
RC
318
RegentAtlantic Capital
New Jersey
$931K +$215K +1,354 +26%
MCM
319
MAI Capital Management
Ohio
$929K -$165K -1,041 -15%
CAC
320
Certified Advisory Corp
Florida
$929K +$794 +5 +0.1%
TIA
321
Tiemann Investment Advisors
California
$921K -$19.8K -125 -2%
NB
322
Nicolet Bankshares
Wisconsin
$910K +$26.8K +169 +3%
Fiera Capital (Canada)
323
Fiera Capital (Canada)
Quebec, Canada
$905K
BF
324
Blankinship & Foster
California
$903K +$3.81K +24 +0.4%
BMCM
325
Bryn Mawr Capital Management
Pennsylvania
$902K +$294K +1,852 +50%

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.