iShares Russell 1000 ETF
615 hedge funds and large institutions have $15.1B invested in iShares Russell 1000 ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 159 increasing their positions, 196 reducing their positions, and 17 closing their positions.
547% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 17
250% more call options, than puts
Call options by funds: $7.69M | Put options by funds: $2.2M
17% more funds holding
Funds holding: 525 → 615 (+90)
13% more funds holding in top 10
Funds holding in top 10: 71 → 80 (+9)
8% more capital invested
Capital invested by funds: $14.1B → $15.1B (+$1.05B)
2.43% more ownership
Funds ownership: 71.55% → 73.97% (+2.4%)
19% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$393M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$78M |
| 3 |
TSS
Two Sigma Securities
New York
|
+$59.2M |
| 4 |
Citigroup
New York
|
+$56.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$451M |
| 2 |
Goldman Sachs
New York
|
-$84.8M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$39.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$32.8M |
| 5 |
LPL Financial
San Diego,
California
|
-$32.7M |
IWB Hedge Fund Activity: Q4 2017 in Review
615 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2017, worth a combined $15.1B — up 7.5% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new IWB positions and 17 closed out — a net gain of 93 holders — while 159 added to existing stakes and 196 trimmed.
The largest buyer was BlackRock, adding an estimated $393M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $451M sold.
- 615 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2017, up from 525 in Q3 2017.
- Funds reported $15.1B of iShares Russell 1000 ETF stock for Q4 2017, up 7.5% quarter-over-quarter.
- 110 funds opened new iShares Russell 1000 ETF positions in Q4 2017 and 17 closed out, a net change of +93 holders.
- The largest iShares Russell 1000 ETF buyer in Q4 2017 was BlackRock, an estimated $393M added.
- The largest iShares Russell 1000 ETF seller in Q4 2017 was Charles Schwab Investment Advisory, an estimated $451M sold.
Based on aggregated 13F filings for Q4 2017.