iShares Russell 1000 ETF
IWB
317 hedge funds and large institutions have $6.09B invested in iShares Russell 1000 ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 112 reducing their positions, and 10 closing their positions.
410% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 10
13% more funds holding
Funds holding: 280 → 317 (+37)
13% more capital invested
Capital invested by funds: $5.42B → $6.09B (+$678M)
4% more funds holding in top 10
Funds holding in top 10: 45 → 47 (+2)
1.76% more ownership
Funds ownership: 56.24% → 58% (+1.8%)
20% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 112
32% less call options, than puts
Call options by funds: $2.19M | Put options by funds: $3.22M
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$42.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$40.1M |
| 3 |
Citigroup
New York
|
+$39.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$20.2M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$17.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DY
326
Dowling & Yahnke
San Diego,
California
| – | -$289K | -3,074 | Closed |
|
327
Fisher Asset Management
Camas,
Washington
| – | -$250K | -2,654 | Closed |
|
|
FANJ
328
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$116K | -1,243 | Closed |
|
329
Parallax Volatility Advisers
San Francisco,
California
| – | -$8.8K | -89 | Closed |
|
|
CCM
330
Chilton Capital Management
Houston,
Texas
| – | -$6.12K | -65 | Closed |
|
IWB Hedge Fund Activity: Q4 2013 in Review
317 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2013, worth a combined $6.09B — up 13% from $5.42B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IWB positions and 10 closed out — a net gain of 41 holders — while 90 added to existing stakes and 112 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $42.7M. The largest seller was Goldman Sachs, cutting an estimated $73.6M.
- 317 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2013, up from 280 in Q3 2013.
- Funds reported $6.09B of iShares Russell 1000 ETF stock for Q4 2013, up 13% quarter-over-quarter.
- 51 funds opened new iShares Russell 1000 ETF positions in Q4 2013 and 10 closed out, a net change of +41 holders.
- The largest iShares Russell 1000 ETF buyer in Q4 2013 was JP Morgan Chase, an estimated $42.7M added.
- The largest iShares Russell 1000 ETF seller in Q4 2013 was Goldman Sachs, an estimated $73.6M sold.
Based on aggregated 13F filings for Q4 2013.