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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
ACA
426
Anchor Capital Advisors
Massachusetts
$243K
FHC
427
First Heartland Consultants
Missouri
$242K
NHC
428
Nicholas Hoffman & Company
Georgia
$238K
HTHT
429
Hemenway Trust Hemenway Trust
New Hampshire
$237K
Capstone Investment Advisors
430
Capstone Investment Advisors
New York
$237K +$235K +1,757 New
NCM
431
Northside Capital Management
Oregon
$235K
OWD
432
Osborn Williams & Donohoe
Ohio
$231K -$200K -1,500 -47%
TTWM
433
TCV Trust & Wealth Management
Virginia
$230K
CCP
434
Corient Capital Partners
California
$230K +$1.47K +11 +0.7%
WB
435
WesBanco Bank
West Virginia
$228K +$2.27K +17 +1%
IFAM
436
Institutional & Family Asset Management
Colorado
$225K
PAG
437
Pinnacle Advisory Group
Maryland
$223K -$99.6K -746 -31%
NL
438
NWAM LLC
Washington
$219K -$201K -1,506 -48%
LNC
439
Lincoln National Corp
Pennsylvania
$218K +$215K +1,610 New
Capital Fund Management (CFM)
440
Capital Fund Management (CFM)
France
$216K -$26.7K -200 -11%
FANJ
441
Financial Architects (New Jersey)
New Jersey
$215K
HF
442
HRT Financial
New York
$211K +$209K +1,566 New
CC
443
Cadinha & Co
Hawaii
$209K
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
$206K
AMG
445
Asset Management Group
Connecticut
$202K +$199K +1,493 New
PP
446
Patten & Patten
Tennessee
$200K -$49.9K -374 -20%
AIS
447
Accurate Investment Solutions
Pennsylvania
$200K +$196K +1,471 New
IIC
448
Integrated Investment Consultants
Michigan
$195K
GRP
449
Global Retirement Partners
California
$181K +$20K +150 +13%
IP
450
Isthmus Partners
Wisconsin
$178K

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.