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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
CA
351
Cortland Associates
Missouri
$443K
CIC
352
Carnegie Investment Counsel
Ohio
$438K
PGFC
353
Peapack-Gladstone Financial Corp
New Jersey
$432K +$41.5K +311 +11%
AIM
354
Aspen Investment Management
Michigan
$431K
MGIA
355
Moneta Group Investment Advisors
Missouri
$427K +$214K +1,601 +103%
TI
356
Truepoint Inc
Ohio
$419K +$406K +3,045 New
GA
357
Geller Advisors
New York
$419K +$414K +3,100 New
Legal & General Group
358
Legal & General Group
United Kingdom
$418K -$581K -4,350 -58%
CB
359
Chemical Bank
Michigan
$413K -$51.4K -385 -11%
IC
360
InterOcean Capital
Illinois
$409K
YWP
361
YorkBridge Wealth Partners
New York
$408K
PAS
362
Park Avenue Securities
New York
$408K +$402K +3,008 New
MLIC
363
Mandatum Life Insurance Company
Finland
$407K
FMBTD
364
First Midwest Bank Trust Division
Illinois
$405K -$77.4K -580 -16%
CWM
365
Concentric Wealth Management
California
$396K
OC
366
Oppenheimer & Co
New York
$388K -$6.54K -49 -2%
CWM
367
Calamos Wealth Management
Illinois
$378K -$26.8K -201 -7%
ZIC
368
ZWJ Investment Counsel
Georgia
$374K -$186K -1,393 -34%
GG
369
Gofen & Glossberg
Illinois
$373K
WA
370
Waverly Advisors
Alabama
$372K -$17.2K -129 -4%
WCM
371
Wealthcare Capital Management
Virginia
$372K
LPT
372
Legacy Private Trust
Wisconsin
$371K
SCA
373
STALEY CAPITAL ADVISERS
Pennsylvania
$371K
GC
374
Garde Capital
Washington
$368K +$92K +689 +34%
CCT
375
Country Club Trust
Missouri
$364K -$1.31M -9,806 -79%

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.