We are live on ! Find out more
IWB icon

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
AA
351
Ancora Advisors
Ohio
$312K
DDPIC
352
Deroy & Devereaux Private Investment Counsel
Michigan
$311K
AFP
353
Ausdal Financial Partners
Iowa
$309K -$21.6K -180 -7%
NFG
354
Next Financial Group
Texas
$307K +$240K +2,001 +368%
BMO
355
Beck Mack & Oliver
New York
$304K
SFA
356
Sequoia Financial Advisors
Ohio
$302K
GG
357
Gofen & Glossberg
Illinois
$295K -$44.5K -370 -13%
IFAM
358
Institutional & Family Asset Management
Colorado
$295K +$2.76K +23 +0.9%
SWM
359
Segment Wealth Management
Texas
$293K
LP
360
LGL Partners
Pennsylvania
$281K +$2.64K +22 +0.9%
AAS
361
Annex Advisory Services
Wisconsin
$278K
HCMT
362
Highland Capital Management (Tennessee)
Tennessee
$277K -$63.1K -525 -19%
CHP
363
Cable Hill Partners
Oregon
$276K
BA
364
Bristlecone Advisors
Washington
$275K +$962 +8 +0.4%
BHB
365
Bank Hapoalim BM
Israel
$273K -$16.2K -135 -6%
CBU
366
CIBC Bank USA
Illinois
$266K -$11.4K -95 -4%
KLI
367
Kelman-Lazarov Inc
Tennessee
$263K
SYBT
368
Stock Yards Bank & Trust
Kentucky
$259K -$1.31M -10,910 -84%
ERIM
369
Eagle Ridge Investment Management
Connecticut
$259K +$6.61K +55 +3%
ST
370
Smithfield Trust
Pennsylvania
$254K -$113K -940 -31%
CC
371
Callan Capital
California
$252K +$251K +2,090 New
BEAM
372
Baker Ellis Asset Management
Washington
$251K
GC
373
Garde Capital
Washington
$250K +$16.8K +140 +6%
AIP
374
Ameritas Investment Partners
Nebraska
$248K -$156K -1,299 -39%
PL
375
Parthenon LLC
Kentucky
$248K