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iShares Russell 1000 ETF

525 hedge funds and large institutions have $14.1B invested in iShares Russell 1000 ETF in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 162 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $8.76M | Put options by funds: $2.1M

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

1% more funds holding

Funds holding: 519525 (+6)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

0.25% less ownership

Funds ownership: 71.8%71.55% (-0.25%)

5% less capital invested

Capital invested by funds: $14.7B → $14.1B (-$667M)

13% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 186

Holders
525
Holders Change
+6
Holders Change %
+1.16%
% of All Funds
13.09%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.77%
New
37
Increased
162
Reduced
186
Closed
27
Calls
$8.76M
Puts
$2.1M
Net Calls
+$6.66M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
NED
426
Nancy E. Dempze
$266K
WIM
427
Weitz Investment Management
Nebraska
$265K -$11.7K -85 -4%
NWM
428
Northwest Wealth Management
Iowa
$265K
Capstone Investment Advisors
429
Capstone Investment Advisors
New York
$258K +$12.6K +92 +5%
FWP
430
FAS Wealth Partners
Kansas
$256K +$251K +1,828 New
RG
431
Rathbones Group
United Kingdom
$255K -$3.43K -25 -1%
GS
432
Girard Securities
California
$252K -$26.5K -193 -10%
ACA
433
Anchor Capital Advisors
Massachusetts
$251K
FHC
434
First Heartland Consultants
Missouri
$250K
SQA
435
Simon Quick Advisors
New Jersey
$249K +$244K +1,780 New
NHC
436
Nicholas Hoffman & Company
Georgia
$248K +$1.1K +8 +0.5%
MFS
437
McNamara Financial Services
Massachusetts
$246K -$12.2K -89 -5%
NCM
438
Northside Capital Management
Oregon
$243K
AA
439
Ancora Advisors
Ohio
$240K -$13.3K -97 -5%
OWD
440
Osborn Williams & Donohoe
Ohio
$239K
TTWM
441
TCV Trust & Wealth Management
Virginia
$238K
GRP
442
Global Retirement Partners
California
$237K +$49K +357 +27%
WB
443
WesBanco Bank
West Virginia
$236K +$274 +2 +0.1%
PAG
444
Pinnacle Advisory Group
Maryland
$231K
KWM
445
Kingsview Wealth Management
Oregon
$231K +$227K +1,653 New
FANJ
446
Financial Architects (New Jersey)
New Jersey
$223K
Chevy Chase Trust
447
Chevy Chase Trust
Maryland
$220K -$7.16M -52,185 -97%
NL
448
NWAM LLC
Washington
$214K -$12.3K -90 -6%
IFAM
449
Institutional & Family Asset Management
Colorado
$205K -$27.7K -202 -12%
NFC
450
Northeast Financial Consultants
Connecticut
$204K +$200K +1,458 New

IWB Hedge Fund Activity: Q3 2017 in Review

525 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2017, worth a combined $14.1B — down 4.5% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IWB positions and 27 closed out — a net gain of 10 holders — while 162 added to existing stakes and 186 trimmed.

The largest buyer was Allstate Corporation, opening a new position worth an estimated $233M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $354M.

  • 525 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2017, up from 519 in Q2 2017.
  • Funds reported $14.1B of iShares Russell 1000 ETF stock for Q3 2017, down 4.5% quarter-over-quarter.
  • 37 funds opened new iShares Russell 1000 ETF positions in Q3 2017 and 27 closed out, a net change of +10 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2017 was Allstate Corporation, an estimated $233M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2017.