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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
CFA
451
Carroll Financial Associates
North Carolina
$174K
BC
452
Bartlett & Co
Ohio
$162K -$4.67K -35 -3%
OIA
453
OneDigital Investment Advisors
Kansas
$157K +$155K +1,159 New
LWA
454
Lenox Wealth Advisors
New York
$148K
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$143K
VIA
456
Vantage Investment Advisors
Pennsylvania
$141K
PFGIA
457
Patriot Financial Group Insurance Agency
Massachusetts
$139K +$65.3K +489 +91%
PRS
458
Pinkerton Retirement Specialists
Idaho
$135K
DPA
459
Delphi Private Advisors
California
$130K
MFW
460
Mosaic Family Wealth
Missouri
$129K
WB
461
Webster Bank
Connecticut
$124K
TF
462
Tompkins Financial
New York
$118K
Lazard Asset Management
463
Lazard Asset Management
New York
$117K
Bessemer Group
464
Bessemer Group
New Jersey
$114K
NFG
465
Next Financial Group
Texas
$114K +$47.5K +356 +74%
RWA
466
Ropes Wealth Advisors
Massachusetts
$110K
AAP
467
Arax Advisory Partners
Colorado
$102K
NSB
468
Norway Savings Bank
Maine
$101K
CCM
469
Cribstone Capital Management
Maine
$97K
PK
470
Pflug Koory
Nebraska
$95K
CAL
471
Capital Analysts LLC
Pennsylvania
$94.3K +$93K +697 New
LIA
472
LS Investment Advisors
Michigan
$94K
BCM
473
Blume Capital Management
California
$85K
LGWM
474
Litman Gregory Wealth Management
California
$84K
TCM
475
TD Capital Management
Tennessee
$79K -$2.8K -21 -3%

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.