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iShares Russell 1000 ETF

457 hedge funds and large institutions have $12.6B invested in iShares Russell 1000 ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 174 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $11.8B → $12.6B (+$778M)

3% more funds holding in top 10

Funds holding in top 10: 6668 (+2)

3% more funds holding

Funds holding: 445457 (+12)

1.23% more ownership

Funds ownership: 69.3%70.53% (+1.2%)

24% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 174

58% less call options, than puts

Call options by funds: $15M | Put options by funds: $35.9M

Holders
457
Holders Change
+12
Holders Change %
+2.7%
% of All Funds
12.19%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.81%
New
38
Increased
132
Reduced
174
Closed
18
Calls
$15M
Puts
$35.9M
Net Calls
-$21M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
326
Hemenway Trust Hemenway Trust
New Hampshire
$391K
FMBTD
327
First Midwest Bank Trust Division
Illinois
$389K +$108K +900 +39%
CIC
328
Carnegie Investment Counsel
Ohio
$385K +$36.4K +303 +10%
AIM
329
Aspen Investment Management
Michigan
$384K
IC
330
InterOcean Capital
Illinois
$379K
MC
331
Moors & Cabot
Massachusetts
$377K +$12.4K +103 +3%
RMC
332
Regis Management Company
California
$373K +$372K +3,098 New
KCM
333
Kanawha Capital Management
Virginia
$369K
MLIC
334
Mandatum Life Insurance Company
Finland
$362K
SPC
335
Sigma Planning Corp
Michigan
$362K +$3K +25 +0.8%
OC
336
Oppenheimer & Co
New York
$352K -$12.6K -105 -3%
WA
337
Waverly Advisors
Alabama
$351K -$1.44K -12 -0.4%
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$347K
Lido Advisors
339
Lido Advisors
California
$347K +$240 +2 +0.1%
Cetera Investment Advisers
340
Cetera Investment Advisers
Illinois
$343K +$341K +2,841 New
Neuberger Berman Group
341
Neuberger Berman Group
New York
$340K +$64.3K +535 +23%
CIBC World Market
342
CIBC World Market
Ontario, Canada
$335K
WCM
343
Wealthcare Capital Management
Virginia
$331K
CAL
344
Capital Advisors Ltd
Ohio
$321K
JIC
345
Joel Isaacson & Co
New York
$321K
KTC
346
Kistler-Tiffany Companies
Pennsylvania
$321K
MWAC
347
Mariner Wealth Advisors (Cincinnati)
Ohio
$319K
CIM
348
Cetera Investment Management
California
$316K -$32.7K -272 -9%
SPWA
349
SteelBridge Private Wealth Advisors
Florida
$316K
HIS
350
Horizon Investment Services
Indiana
$313K -$120K -1,002 -28%