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iShares Russell 1000 ETF

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,252% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $2.38M

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

2% more funds holding

Funds holding: 622636 (+14)

5% more capital invested

Capital invested by funds: $14.9B → $15.6B (+$723M)

0.82% more ownership

Funds ownership: 73.14%73.96% (+0.82%)

1% less funds holding in top 10

Funds holding in top 10: 7271 (-1)

19% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 213

Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.54%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.62%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
376
First Citizens Bank & Trust
North Carolina
$578K +$6.98K +44 +1%
DY
377
Dowling & Yahnke
California
$577K
LS
378
Lattice Strategies
Pennsylvania
$576K -$27K -170 -5%
ONB
379
Old National Bancorp
Indiana
$575K
EWM
380
Empirical Wealth Management
Washington
$569K +$238K +1,500 +74%
SBH
381
Segall Bryant & Hamill
Illinois
$555K -$112K -706 -17%
LWM
382
Lenox Wealth Management
Ohio
$555K -$30.6K -193 -5%
BTW
383
Boston Trust Walden
Massachusetts
$555K
FCH
384
Freestone Capital Holdings
Washington
$548K
BIA
385
Bigelow Investment Advisors
Maine
$547K
AFP
386
Ausdal Financial Partners
Iowa
$544K -$1.59K -10 -0.3%
SWM
387
Sequoia Wealth Management
Illinois
$540K +$6.03K +38 +1%
AIM
388
Acropolis Investment Management
Missouri
$538K -$38.9K -245 -7%
STMM
389
South Texas Money Management
Texas
$538K
WIC
390
Whitegate Investment Counselors
New Hampshire
$531K +$794 +5 +0.2%
CA
391
Cortland Associates
Missouri
$530K
SF
392
Synovus Financial
Georgia
$529K +$317 +2 +0.1%
PGWM
393
Parisi Gray Wealth Management
New Jersey
$528K +$117K +734 +29%
TI
394
Truepoint Inc
Ohio
$521K -$2.54K -16 -0.5%
SA
395
Strategic Advisors
New York
$521K +$2.22K +14 +0.4%
MWM
396
Mission Wealth Management
California
$508K -$24.4K -154 -5%
GG
397
Greenwood Gearhart
Arkansas
$498K -$794 -5 -0.2%
AIM
398
Aspen Investment Management
Michigan
$495K
CIA
399
Capital Investment Advisors
Georgia
$475K +$65.6K +413 +16%
PWPS
400
Pinnacle Wealth Planning Services
Ohio
$473K -$15.1K -95 -3%

IWB Hedge Fund Activity: Q3 2018 in Review

636 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2018, worth a combined $15.6B — up 4.9% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IWB positions and 37 closed out — a net gain of 18 holders — while 173 added to existing stakes and 213 trimmed.

The largest buyer was QS Investors, adding an estimated $270M. The largest seller was BlackRock, cutting an estimated $469M.

  • 636 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2018, up from 622 in Q2 2018.
  • Funds reported $15.6B of iShares Russell 1000 ETF stock for Q3 2018, up 4.9% quarter-over-quarter.
  • 55 funds opened new iShares Russell 1000 ETF positions in Q3 2018 and 37 closed out, a net change of +18 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2018 was QS Investors, an estimated $270M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2018 was BlackRock, an estimated $469M sold.

Based on aggregated 13F filings for Q3 2018.