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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
HFA
326
HC Financial Advisors
California
$896K +$33.2K +209 +4%
FDCC
327
Foster Dykema Cabot & Co
Massachusetts
$887K
FWCM
328
Ferguson Wellman Capital Management
Oregon
$878K
CCG
329
Cypress Capital Group
Florida
$866K -$63.5K -400 -7%
BDF
330
Balasa Dinverno & Foltz
$854K -$38.3K -241 -4%
Cetera Investment Advisers
331
Cetera Investment Advisers
Illinois
$840K +$51.4K +324 +7%
Geode Capital Management
332
Geode Capital Management
Massachusetts
$836K
DW
333
Domani Wealth
Pennsylvania
$814K -$35.6K -224 -4%
SBWM
334
Sunflower Bank Wealth Management
Arizona
$809K
AWS
335
AJ Wealth Strategies
New York
$795K
HFA
336
High Falls Advisors
New York
$778K +$763K +4,808 New
BCP
337
Berkeley Capital Partners
Georgia
$776K
DP
338
Denver PWM
Colorado
$776K +$812K +5,114 New
WAM
339
Weatherly Asset Management
California
$775K
WPC
340
Waters Parkerson & Co
Louisiana
$768K
SPC
341
Sigma Planning Corp
Michigan
$764K +$51.4K +324 +7%
KPAG
342
KLS Professional Advisors Group
New York
$755K
SMC
343
Smith, Moore & Co
Missouri
$750K -$5.08K -32 -0.7%
CCM
344
Coldstream Capital Management
Washington
$732K -$104K -657 -13%
RCG
345
Ruggie Capital Group
Florida
$728K
MWAC
346
Mariner Wealth Advisors (Cincinnati)
Ohio
$725K +$53.8K +339 +8%
OFS
347
Orrstown Financial Services
Pennsylvania
$717K -$178K -1,120 -20%
FLPIM
348
F.L. Putnam Investment Management
Massachusetts
$711K +$19K +120 +3%
LIC
349
Lodestar Investment Counsel
Illinois
$691K
WWMSC
350
Wagner Wealth Management (South Carolina)
South Carolina
$691K

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.