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iShares Russell 1000 ETF

622 hedge funds and large institutions have $14.9B invested in iShares Russell 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 212 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $6.33M

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

3% more capital invested

Capital invested by funds: $14.5B → $14.9B (+$444M)

0% more funds holding

Funds holding: 621622 (+1)

1.11% less ownership

Funds ownership: 74.24%73.14% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 7572 (-3)

27% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 212

Holders
622
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
14.24%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.65%
New
41
Increased
155
Reduced
212
Closed
33
Calls
$28.2M
Puts
$6.33M
Net Calls
+$21.9M
Net Calls Change
+$9.18M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
376
Palisade Asset Management
Minnesota
$574K -$301 -2 -0.1%
LS
377
Lattice Strategies
Pennsylvania
$568K -$6.03K -40 -1%
BMCM
378
Bryn Mawr Capital Management
Pennsylvania
$567K
CONA
379
Capital One National Association
New York
$566K
LNC
380
Lincoln National Corp
Pennsylvania
$562K +$88K +584 +19%
VCM
381
Vision Capital Management
Oregon
$551K
LWM
382
Lenox Wealth Management
Ohio
$549K -$4.97K -33 -0.9%
AIM
383
Acropolis Investment Management
Missouri
$543K -$70.1K -465 -12%
DY
384
Dowling & Yahnke
California
$542K -$15.1K -100 -3%
ONB
385
Old National Bancorp
Indiana
$541K +$536K +3,558 New
SS
386
Simplicity Solutions
Minnesota
$541K +$536K +3,560 New
FCBT
387
First Citizens Bank & Trust
North Carolina
$537K +$532K +3,532 New
BTW
388
Boston Trust Walden
Massachusetts
$522K
FCH
389
Freestone Capital Holdings
Washington
$515K
BIA
390
Bigelow Investment Advisors
Maine
$514K +$249K +1,650 +95%
AFP
391
Ausdal Financial Partners
Iowa
$512K -$59.8K -397 -11%
MGIA
392
Moneta Group Investment Advisors
Missouri
$509K
STMM
393
South Texas Money Management
Texas
$505K -$104K -691 -17%
SWM
394
Sequoia Wealth Management
Illinois
$505K -$7.38K -49 -1%
MWM
395
Mission Wealth Management
California
$501K +$25.5K +169 +5%
WIC
396
Whitegate Investment Counselors
New Hampshire
$499K +$603 +4 +0.1%
CA
397
Cortland Associates
Missouri
$498K
SF
398
Synovus Financial
Georgia
$496K
TI
399
Truepoint Inc
Ohio
$492K +$413K +2,739 +550%
SA
400
Strategic Advisors
New York
$487K

IWB Hedge Fund Activity: Q2 2018 in Review

622 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2018, worth a combined $14.9B — up 3.1% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IWB positions and 33 closed out — a net gain of 8 holders — while 155 added to existing stakes and 212 trimmed.

The largest buyer was BlackRock, adding an estimated $363M. The largest seller was Dai-ichi Life Insurance Company, cutting an estimated $180M.

  • 622 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2018, up from 621 in Q1 2018.
  • Funds reported $14.9B of iShares Russell 1000 ETF stock for Q2 2018, up 3.1% quarter-over-quarter.
  • 41 funds opened new iShares Russell 1000 ETF positions in Q2 2018 and 33 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2018 was BlackRock, an estimated $363M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2018 was Dai-ichi Life Insurance Company, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2018.