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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
BMO
426
Beck Mack & Oliver
New York
$408K
KLI
427
Kelman-Lazarov Inc
Tennessee
$408K
ZIC
428
ZWJ Investment Counsel
Georgia
$407K
SFA
429
Sequoia Financial Advisors
Ohio
$400K
ACA
430
Anchor Capital Advisors
Massachusetts
$398K
SWM
431
Segment Wealth Management
Texas
$394K
LP
432
LGL Partners
Pennsylvania
$391K +$1.59K +10 +0.4%
BCWM
433
Bartlett & Co Wealth Management
Ohio
$391K -$19.8K -125 -5%
BC
434
Bartlett & Co
Ohio
$389K -$19.8K -125 -5%
CAL
435
Capital Advisors Ltd
Ohio
$389K +$159 +1 +0%
SWA
436
SFMG Wealth Advisors
Texas
$387K
BAAM
437
Baker Avenue Asset Management
California
$384K
FAIM
438
Financial Advocates Investment Management
Washington
$381K -$23K -145 -6%
CWM
439
Chesapeake Wealth Management
Virginia
$381K -$15.7K -99 -4%
SWP
440
Strategic Wealth Partners
Ohio
$380K -$90K -567 -19%
SGAM
441
Steinberg Global Asset Management
Florida
$377K +$370K +2,330 New
CAI
442
Capital Advisors Inc
Oklahoma
$375K
HCMT
443
Highland Capital Management (Tennessee)
Tennessee
$372K
CCP
444
Corient Capital Partners
California
$371K
CHP
445
Cable Hill Partners
Oregon
$370K
RP
446
Rice Partnership
Hawaii
$356K
PW
447
Price Wealth
Texas
$354K
BA
448
Bristlecone Advisors
Washington
$351K -$25.1K -158 -7%
CSIC
449
Clifford Swan Investment Counsel
California
$350K +$343K +2,163 New
JT
450
Jump Trading
Illinois
$340K +$334K +2,103 New

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.