iShares Russell 1000 ETF
335 hedge funds and large institutions have $5.77B invested in iShares Russell 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 19 closing their positions.
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
11% more funds holding in top 10
Funds holding in top 10: 46 → 51 (+5)
7% more capital invested
Capital invested by funds: $5.37B → $5.77B (+$396M)
2.4% more ownership
Funds ownership: 56.52% → 58.92% (+2.4%)
5% more call options, than puts
Call options by funds: $6.09M | Put options by funds: $5.79M
2% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 112
1% more funds holding
Funds holding: 332 → 335 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$63M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$62.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$62M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$52.4M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$44.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24M |
| 2 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
-$7.44M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$6.78M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$6.57M |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
-$4.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Parallax Volatility Advisers
San Francisco,
California
| – | -$91K | -825 | Closed |
|
|
SAM
352
Stringer Asset Management
Memphis,
Tennessee
| – | -$73K | -666 | Closed |
|
|
TAM
353
Tocqueville Asset Management
New York
| – | -$58K | -527 | Closed |
|
|
TWM
354
Torch Wealth Management
Cincinnati,
Ohio
| – | -$37K | -337 | Closed |
|
|
BRWA
355
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$29.4K | -267 | Closed |
|
|
MPWT
356
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$24.8K | -225 | Closed |
|
|
RFA
357
Reilly Financial Advisors
La Mesa,
California
| – | -$11K | -96 | Closed |
|
IWB Hedge Fund Activity: Q3 2014 in Review
335 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2014, worth a combined $5.77B — up 7.4% from $5.37B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IWB positions and 19 closed out — a net gain of 7 holders — while 114 added to existing stakes and 112 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $63M. The largest seller was Bank of America, cutting an estimated $24M.
- 335 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2014, up from 332 in Q2 2014.
- Funds reported $5.77B of iShares Russell 1000 ETF stock for Q3 2014, up 7.4% quarter-over-quarter.
- 26 funds opened new iShares Russell 1000 ETF positions in Q3 2014 and 19 closed out, a net change of +7 holders.
- The largest iShares Russell 1000 ETF buyer in Q3 2014 was Morgan Stanley, an estimated $63M added.
- The largest iShares Russell 1000 ETF seller in Q3 2014 was Bank of America, an estimated $24M sold.
Based on aggregated 13F filings for Q3 2014.