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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
MFS
376
McNamara Financial Services
Massachusetts
$243K -$2.04K -17 -0.8%
AWM
377
Altavista Wealth Management
North Carolina
$242K +$241K +2,005 New
AAM
378
Aureus Asset Management
Massachusetts
$241K -$1.2K -10 -0.5%
LBC
379
Lawrence B. Cohen
$241K
RG
380
Rathbones Group
United Kingdom
$239K
VFA
381
Voya Financial Advisors
Connecticut
$239K +$241K +2,003 New
DIA
382
Denver Investment Advisors
Colorado
$238K +$7.81K +65 +3%
IIC
383
Integrated Investment Consultants
Michigan
$237K
MGIA
384
Moneta Group Investment Advisors
Missouri
$233K
NFG
385
Nations Financial Group
Iowa
$230K +$120 +1 +0.1%
FC
386
Forte Capital
New York
$228K -$24.5K -204 -10%
CG
387
Caprock Group
Idaho
$225K -$3.56M -29,612 -94%
BSW
388
Buckingham Strategic Wealth
Missouri
$220K
WCM
389
Windsor Capital Management
Arizona
$217K -$6.01K -50 -3%
ACA
390
Anchor Capital Advisors
Massachusetts
$216K
B
391
Brightworth
Georgia
$213K
EP
392
Edgestream Partners
New Jersey
$213K +$213K +1,770 New
FHC
393
First Heartland Consultants
Missouri
$209K -$3.61K -30 -2%
NCM
394
Northside Capital Management
Oregon
$209K
NHC
395
Nicholas Hoffman & Company
Georgia
$209K +$1.2K +10 +0.6%
SI
396
SII Investments
Wisconsin
$208K -$114K -950 -35%
TTWM
397
TCV Trust & Wealth Management
Virginia
$205K +$204K +1,700 New
CCP
398
Corient Capital Partners
California
$203K +$202K +1,683 New
BA
399
BKS Advisors
Michigan
$197K +$196K +1,632 New
FANJ
400
Financial Architects (New Jersey)
New Jersey
$172K