We are live on ! Find out more
IWB icon

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
IIC
451
Integrated Investment Consultants
Michigan
$201K
EWA
452
EP Wealth Advisors
California
$201K +$197K +1,435 New
IP
453
Isthmus Partners
Wisconsin
$185K
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$184K +$37.3K +272 +26%
CFA
455
Carroll Financial Associates
North Carolina
$183K
BC
456
Bartlett & Co
Ohio
$163K -$4.8K -35 -3%
OIA
457
OneDigital Investment Advisors
Kansas
$163K +$823 +6 +0.5%
CG
458
Cutler Group
California
$159K -$173K -1,259 -52%
LWA
459
Lenox Wealth Advisors
New York
$153K
LC
460
Landaas & Company
Wisconsin
$153K +$150K +1,093 New
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$148K
VIA
462
Vantage Investment Advisors
Pennsylvania
$146K
PRS
463
Pinkerton Retirement Specialists
Idaho
$141K
DPA
464
Delphi Private Advisors
California
$134K
MFW
465
Mosaic Family Wealth
Missouri
$133K
WB
466
Webster Bank
Connecticut
$128K
TF
467
Tompkins Financial
New York
$122K
Lazard Asset Management
468
Lazard Asset Management
New York
$120K
Bessemer Group
469
Bessemer Group
New Jersey
$118K
RWA
470
Ropes Wealth Advisors
Massachusetts
$114K
AAP
471
Arax Advisory Partners
Colorado
$105K
NSB
472
Norway Savings Bank
Maine
$105K
CCM
473
Cribstone Capital Management
Maine
$100K
PK
474
Pflug Koory
Nebraska
$98K
LIA
475
LS Investment Advisors
Michigan
$97K

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.