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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
IP
401
Isthmus Partners
Wisconsin
$158K
ASN
402
Advisory Services Network
Georgia
$151K +$481 +4 +0.3%
Thrivent Financial for Lutherans
403
Thrivent Financial for Lutherans
Minnesota
$150K -$3K -25 -2%
CFA
404
Carroll Financial Associates
North Carolina
$150K +$150K +1,252 New
BC
405
Bartlett & Co
Ohio
$149K
SF
406
Synovus Financial
Georgia
$149K +$601 +5 +0.4%
CTC
407
Central Trust Company
Missouri
$146K
Manulife (Manufacturers Life Insurance)
408
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$144K +$127K +1,055 +759%
LWA
409
Lenox Wealth Advisors
New York
$132K
VIA
410
Vantage Investment Advisors
Pennsylvania
$126K -$72.7K -605 -37%
DPA
411
Delphi Private Advisors
California
$116K
MFW
412
Mosaic Family Wealth
Missouri
$114K
LIA
413
LS Investment Advisors
Michigan
$105K
TF
414
Tompkins Financial
New York
$105K
WP
415
WealthPLAN Partners
Nebraska
$105K -$77K -641 -42%
Bessemer Group
416
Bessemer Group
New Jersey
$101K
RWA
417
Ropes Wealth Advisors
Massachusetts
$98K +$97.7K +813 New
CFG
418
Citizens Financial Group
Rhode Island
$93K -$21K -175 -18%
BCM
419
Blume Capital Management
California
$75K
LGWM
420
Litman Gregory Wealth Management
California
$74K +$74.3K +618 New
GWM
421
Geneos Wealth Management
Colorado
$65K
AWM
422
Avior Wealth Management
Nebraska
$59K -$47.5K -395 -45%
EWM
423
Endurance Wealth Management
Rhode Island
$54K
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$53K -$99.2K -825 -65%
NC
425
NewSquare Capital
Pennsylvania
$48K +$41.5K +345 +627%