iShares Russell 1000 ETF
IWB
445 hedge funds and large institutions have $11.8B invested in iShares Russell 1000 ETF in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 160 reducing their positions, and 21 closing their positions.
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
3% more funds holding
Funds holding: 433 → 445 (+12)
2% more capital invested
Capital invested by funds: $11.6B → $11.8B (+$270M)
1.55% less ownership
Funds ownership: 70.85% → 69.3% (-1.5%)
6% less funds holding in top 10
Funds holding in top 10: 70 → 66 (-4)
23% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 160
87% less call options, than puts
Call options by funds: $4.62M | Put options by funds: $36.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
+$212M |
| 2 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$120M |
| 3 |
AssetMark Inc
Concord,
California
|
+$64.2M |
| 4 |
Goldman Sachs
New York
|
+$59.5M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$174M |
| 2 |
QI
QS Investors
New York
|
-$142M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$71.6M |
| 4 |
SG Americas Securities
New York
|
-$27.7M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$27.6M |
IWB Hedge Fund Activity: Q2 2016 in Review
445 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2016, worth a combined $11.8B — up 2.3% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IWB positions and 21 closed out — a net gain of 19 holders — while 123 added to existing stakes and 160 trimmed.
The largest buyer was Nippon Life Insurance, opening a new position worth an estimated $212M. The largest seller was LPL Financial, cutting an estimated $174M.
- 445 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2016, up from 433 in Q1 2016.
- Funds reported $11.8B of iShares Russell 1000 ETF stock for Q2 2016, up 2.3% quarter-over-quarter.
- 40 funds opened new iShares Russell 1000 ETF positions in Q2 2016 and 21 closed out, a net change of +19 holders.
- The largest iShares Russell 1000 ETF buyer in Q2 2016 was Nippon Life Insurance, an estimated $212M added.
- The largest iShares Russell 1000 ETF seller in Q2 2016 was LPL Financial, an estimated $174M sold.
Based on aggregated 13F filings for Q2 2016.