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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
B
401
Brightworth
Georgia
$304K -$113K -849 -27%
WTB
402
Washington Trust Bank
Washington
$297K
MC
403
Moors & Cabot
Massachusetts
$295K
AWA
404
Arete Wealth Advisors
Illinois
$295K +$291K +2,178 New
CGA
405
Crescent Grove Advisors
Illinois
$285K +$281K +2,108 New
KLI
406
Kelman-Lazarov Inc
Tennessee
$284K
SYBT
407
Stock Yards Bank & Trust
Kentucky
$284K
ACP
408
Aveo Capital Partners
Colorado
$283K
ST
409
Smithfield Trust
Pennsylvania
$282K
LA
410
LVW Advisors
New York
$281K -$24.4K -183 -8%
PL
411
Parthenon LLC
Kentucky
$279K
BHB
412
Bank Hapoalim BM
Israel
$278K
GS
413
Girard Securities
California
$271K -$133 -1 -0.1%
WIM
414
Weitz Investment Management
Nebraska
$268K
ERIM
415
Eagle Ridge Investment Management
Connecticut
$267K -$18.7K -140 -7%
MWM
416
Mission Wealth Management
California
$266K +$42.1K +315 +19%
MIFH
417
Migdal Insurance & Financial Holdings
Israel
$266K +$50.3K +377 +24%
Fiera Capital (Canada)
418
Fiera Capital (Canada)
Quebec, Canada
$259K +$255K +1,912 New
BEAM
419
Baker Ellis Asset Management
Washington
$257K -$24.3K -182 -9%
NED
420
Nancy E. Dempze
$257K
NWM
421
Northwest Wealth Management
Iowa
$256K
MFS
422
McNamara Financial Services
Massachusetts
$250K -$17.6K -132 -7%
RG
423
Rathbones Group
United Kingdom
$250K +$246K +1,845 New
SBL
424
Sargent Bickham Lagudis
Colorado
$249K
AA
425
Ancora Advisors
Ohio
$246K -$31.6K -237 -12%

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.