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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
TCM
426
TD Capital Management
Tennessee
$43K +$361 +3 +0.8%
VC
427
Vestor Capital
Illinois
$40K +$40K +333 New
CCM
428
Cribstone Capital Management
Maine
$39K
PCP
429
Proficio Capital Partners
Massachusetts
$36K
WA
430
Winfield Associates
Ohio
$36K
HR
431
Howe & Rusling
New York
$33K
IF
432
Ironwood Financial
Arizona
$33K
Simplex Trading
433
Simplex Trading
Illinois
$33K +$33.8K +281 New
BWA
434
Burt Wealth Advisors
Maryland
$32K
TFA
435
Transamerica Financial Advisors
Florida
$31K
BCI
436
Brinker Capital Investments
Pennsylvania
$27K
PWM
437
Perigon Wealth Management
California
$24K -$12K -100 -33%
RFA
438
Reilly Financial Advisors
California
$24K
ADL
439
Asset Dedication LLC
California
$23K
HCM
440
Highlander Capital Management
New Jersey
$21K
IWMPD
441
Integrated Wealth Management (Palm Desert)
California
$21K
NSIM
442
North Star Investment Management
Illinois
$19K +$120 +1 +0.6%
AIM
443
Anchor Investment Management
South Carolina
$18.1K
HS
444
Horan Securities
United States
$18K +$18.4K +153 New
CBT
445
Central Bank & Trust
Kentucky
$15K
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$13K
AIM
447
Advantage Investment Management
Iowa
$13K +$12.9K +107 New
CG
448
Cutler Group
California
$12K -$19.7K -164 -62%
WC
449
Whitnell & Co
Illinois
$12K +$11.5K +96 New
Walleye Trading
450
Walleye Trading
New York
$12K +$12K +100 New