We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF

715 hedge funds and large institutions have $15.4B invested in iShares Russell 1000 ETF in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 208 increasing their positions, 231 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

854% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $1.84M

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

2% more funds holding

Funds holding: 699715 (+16)

1.71% more ownership

Funds ownership: 73.39%75.09% (+1.7%)

3% more capital invested

Capital invested by funds: $14.9B → $15.4B (+$472M)

0% more funds holding in top 10

Funds holding in top 10: 9090 (0)

10% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 231

Holders
715
Holders Change
+16
Holders Change %
+2.29%
% of All Funds
15.68%
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.97%
New
53
Increased
208
Reduced
231
Closed
35
Calls
$17.6M
Puts
$1.84M
Net Calls
+$15.7M
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Change in
Stake
PG
376
Patten Group
Tennessee
$1.02M +$52.5K +320 +5%
SPC
377
Sigma Planning Corp
Michigan
$1.02M +$53.2K +324 +6%
SBH
378
Segall Bryant & Hamill
Illinois
$1.01M -$4.59K -28 -0.5%
BTS
379
BB&T Securities
Virginia
$996K -$432K -2,633 -30%
TF
380
TimeScale Financial
Massachusetts
$992K
FCI
381
Financial Counselors Inc
Kansas
$969K -$6.56K -40 -0.7%
UAS
382
United Asset Strategies
New York
$968K -$96K -585 -9%
ZF
383
Zhang Financial
Michigan
$952K
TIA
384
Tiemann Investment Advisors
California
$930K
NCM
385
Neumann Capital Management
California
$929K +$62.9K +383 +7%
MAS
386
Managed Account Services
Florida
$928K -$92.4K -563 -9%
HIS
387
Horizon Investment Services
Indiana
$912K +$55.1K +336 +6%
MAA
388
Matrix Asset Advisors
New York
$912K +$141K +860 +18%
CAC
389
Certified Advisory Corp
Florida
$904K +$11.3K +69 +1%
FDCC
390
Foster Dykema Cabot & Co
Massachusetts
$903K
BF
391
Blankinship & Foster
California
$891K -$35.1K -214 -4%
BP
392
BBR Partners
New York
$878K +$271K +1,650 +45%
AC
393
Alexandria Capital
Virginia
$875K +$2.46K +15 +0.3%
PWPS
394
Pinnacle Wealth Planning Services
Ohio
$865K -$5.09K -31 -0.6%
LFWA
395
LBJ Family Wealth Advisors
Texas
$851K +$3.61K +22 +0.4%
WB
396
WesBanco Bank
West Virginia
$849K +$14.9K +91 +2%
ECG
397
Edge Capital Group
Georgia
$846K +$821 +5 +0.1%
LDB
398
Lee, Danner & Bass
Tennessee
$838K -$119K -725 -12%
CCG
399
Cypress Capital Group
Florida
$834K
BAS
400
Brown Advisory Securities
Maryland
$833K +$151K +919 +22%

IWB Hedge Fund Activity: Q3 2019 in Review

715 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2019, worth a combined $15.4B — up 3.2% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IWB positions and 35 closed out — a net gain of 18 holders — while 208 added to existing stakes and 231 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $91.9M. The largest seller was HSBC Holdings, cutting an estimated $211M.

  • 715 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2019, up from 699 in Q2 2019.
  • Funds reported $15.4B of iShares Russell 1000 ETF stock for Q3 2019, up 3.2% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 ETF positions in Q3 2019 and 35 closed out, a net change of +18 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $91.9M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2019 was HSBC Holdings, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2019.