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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
YWP
401
YorkBridge Wealth Partners
New York
$467K -$794 -5 -0.2%
FC
402
Fulcrum Capital
Washington
$462K
CWM
403
Concentric Wealth Management
California
$461K
DDPIC
404
Deroy & Devereaux Private Investment Counsel
Michigan
$457K +$2.38K +15 +0.5%
CIC
405
Carnegie Investment Counsel
Ohio
$456K +$93K +586 +24%
CC
406
Courier Capital
New York
$455K +$9.84K +62 +2%
RG
407
Rathbones Group
United Kingdom
$446K -$794 -5 -0.2%
CCP
408
Cardan Capital Partners
Colorado
$445K
JIC
409
Joel Isaacson & Co
New York
$445K
SCA
410
STALEY CAPITAL ADVISERS
Pennsylvania
$444K
WA
411
Waverly Advisors
Alabama
$444K
EP
412
Edgestream Partners
New Jersey
$440K +$431K +2,718 New
CIBC World Market
413
CIBC World Market
Ontario, Canada
$434K
KTC
414
Kistler-Tiffany Companies
Pennsylvania
$427K
CWM
415
Calamos Wealth Management
Illinois
$423K
LPT
416
Legacy Private Trust
Wisconsin
$423K
SGCA
417
Steel Grove Capital Advisors
Tennessee
$422K
B
418
Brightworth
Georgia
$421K -$43.3K -273 -9%
CM
419
Columbus Macro
Pennsylvania
$420K
FBFS
420
First Business Financial Services
Wisconsin
$420K
AWA
421
Arete Wealth Advisors
Illinois
$418K +$1.11K +7 +0.3%
OC
422
Oppenheimer & Co
New York
$414K -$24.8K -156 -6%
BCM
423
Brookstone Capital Management
Illinois
$410K
BL
424
Balentine LLC
Georgia
$410K +$159 +1 +0%
BCWM
425
Blue Chip Wealth Management
Florida
$409K +$1.11K +7 +0.3%

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.