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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
CAL
376
Capital Advisors Ltd
Ohio
$361K
JIC
377
Joel Isaacson & Co
New York
$361K
KTC
378
Kistler-Tiffany Companies
Pennsylvania
$361K
CIBC World Market
379
CIBC World Market
Ontario, Canada
$355K -$6.41K -48 -2%
SPWA
380
SteelBridge Private Wealth Advisors
Florida
$354K
FBFS
381
First Business Financial Services
Wisconsin
$352K
TSS
382
Two Sigma Securities
New York
$350K -$123K -919 -26%
CIM
383
Cetera Investment Management
California
$350K
DDPIC
384
Deroy & Devereaux Private Investment Counsel
Michigan
$349K
SWA
385
SFMG Wealth Advisors
Texas
$347K
BMO
386
Beck Mack & Oliver
New York
$342K
KSA
387
Ken Stern & Associates
California
$340K -$72.2K -541 -18%
SFA
388
Sequoia Financial Advisors
Ohio
$339K
FHA
389
First Horizon Advisors
Tennessee
$337K -$126K -945 -28%
FHA
390
Flagship Harbor Advisors
Massachusetts
$334K
SWM
391
Segment Wealth Management
Texas
$330K
AAS
392
Annex Advisory Services
Wisconsin
$326K
DIA
393
Denver Investment Advisors
Colorado
$325K +$47.8K +358 +17%
CG
394
Cutler Group
California
$324K -$47.1M -352,784 -99%
CAI
395
Capital Advisors Inc
Oklahoma
$324K -$101K -755 -24%
LP
396
LGL Partners
Pennsylvania
$320K
VFA
397
Voya Financial Advisors
Connecticut
$318K +$3.6K +27 +1%
CHP
398
Cable Hill Partners
Oregon
$312K
BA
399
Bristlecone Advisors
Washington
$311K
HCMT
400
Highland Capital Management (Tennessee)
Tennessee
$311K

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.