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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
SCP
451
Syntal Capital Partners
Texas
$11.9K -$586K -4,874 -5%
BWP
452
Baldwin Wealth Partners
Massachusetts
$11K
WIC
453
Woodmont Investment Counsel
Tennessee
$9K +$8.53K +71 New
GBT
454
Grove Bank & Trust
Florida
$7K
RCA
455
Rowland Carmichael Advisors
Arizona
$7K
PG
456
Patten Group
Tennessee
$5.95K
DOA
457
D'Orazio & Associates
Virginia
$4K
SIC
458
Salem Investment Counselors
North Carolina
$915 +$91.3K +760 New
SBL
459
Sargent Bickham Lagudis
Colorado
$313
AC
460
Allstate Corporation
Illinois
-$122M -1,044,905 Closed
WMA
461
White Mountains Advisors
Connecticut
-$9.87M -84,400 Closed
NYLIM
462
New York Life Investment Management
New York
-$7.11M -60,836 Closed
Susquehanna International Group
463
Susquehanna International Group
Pennsylvania
-$5.2M -43,290 Closed
IRF
464
IBM Retirement Fund
New York
-$4.13M -27,175 Closed
CIG
465
Consolidated Investment Group
Colorado
-$2.2M -18,827 Closed
VKH
466
Virtu KCG Holdings
New York
-$1.42M -12,174 Closed
Citadel Advisors
467
Citadel Advisors
Florida
-$935K -7,998 Closed
SCM
468
SCS Capital Management
Massachusetts
-$632K -5,405 Closed
SG
469
Strid Group
Pennsylvania
-$606K -5,183 Closed
SG Americas Securities
470
SG Americas Securities
New York
-$538K -4,604 Closed
DSN
471
D. Scott Neal
Kentucky
-$486K -4,161 Closed
TSS
472
Two Sigma Securities
New York
-$292K -2,495 Closed
DAC
473
Dividend Assets Capital
South Carolina
-$258K -2,208 Closed
SCM
474
Southport Capital Management
Tennessee
-$58K -497 Closed
HFA
475
High Falls Advisors
New York
-$46K -402 Closed