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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
I
326
IberiaBank
Louisiana
$559K -$84.9K -636 -13%
PPCM
327
Pillar Pacific Capital Management
California
$551K +$32.3K +242 +6%
LWM
328
Lenox Wealth Management
Ohio
$541K -$93.8K -703 -15%
LIM
329
Leavell Investment Management
Alabama
$541K
SFP
330
Shepherd Financial Partners
Massachusetts
$538K
RP
331
Riverbridge Partners
Minnesota
$536K -$33.5K -251 -6%
AIM
332
Acropolis Investment Management
Missouri
$533K -$45.4K -340 -8%
APSP
333
Asset Planning Services (Pennsylvania)
Pennsylvania
$524K -$17.6K -132 -3%
NCM
334
Neumann Capital Management
California
$521K -$43.4K -325 -8%
SPC
335
Sigma Planning Corp
Michigan
$520K +$15.4K +115 +3%
SA
336
Strategic Advisors
New York
$508K
CONA
337
Capital One National Association
New York
$504K -$174K -1,305 -26%
EVM
338
Eaton Vance Management
Massachusetts
$498K -$154K -1,150 -24%
BP
339
BBR Partners
New York
$498K
DY
340
Dowling & Yahnke
California
$496K
PA
341
Planning Alternatives
Michigan
$495K -$1.07K -8 -0.2%
VCM
342
Vision Capital Management
Oregon
$492K -$6.67K -50 -1%
PP
343
Palladium Partners
Virginia
$488K
BMCM
344
Bryn Mawr Capital Management
Pennsylvania
$477K -$93.3K -699 -17%
CC
345
Courier Capital
New York
$471K +$465K +3,480 New
BTW
346
Boston Trust Walden
Massachusetts
$464K
HIS
347
Horizon Investment Services
Indiana
$463K +$21.9K +164 +5%
AIA
348
Allegis Investment Advisors
Idaho
$462K +$456K +3,416 New
FCH
349
Freestone Capital Holdings
Washington
$459K
USAA
350
United Services Automobile Association
Texas
$452K -$267M -1,999,254 -100%

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.