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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
RHBC
451
R.H. Bluestein & Co
Michigan
$335K
PL
452
Parthenon LLC
Kentucky
$333K
BA
453
BKS Advisors
Michigan
$326K -$794 -5 -0.2%
IC
454
InterOcean Capital
Illinois
$323K -$15.9K -100 -5%
RPC
455
Rossmore Private Capital
Connecticut
$323K
LA
456
LVW Advisors
New York
$321K +$42.9K +270 +16%
VFA
457
Voya Financial Advisors
Connecticut
$314K +$5.4K +34 +2%
ERIM
458
Eagle Ridge Investment Management
Connecticut
$310K -$14.6K -92 -5%
AWA
459
Acorn Wealth Advisors
Michigan
$309K
AA
460
Ancora Advisors
Ohio
$308K +$61.7K +389 +26%
BEAM
461
Baker Ellis Asset Management
Washington
$307K
WIM
462
Weitz Investment Management
Nebraska
$307K
NWM
463
Northwest Wealth Management
Iowa
$306K
ZCA
464
Zeke Capital Advisors
Pennsylvania
$303K
NL
465
NWAM LLC
Washington
$302K +$37.6K +237 +15%
RWA
466
Ropes Wealth Advisors
Massachusetts
$298K +$164K +1,032 +127%
FWP
467
FAS Wealth Partners
Kansas
$296K
SCM
468
SOL Capital Management
Maryland
$294K +$288K +1,815 New
GRP
469
Global Retirement Partners
California
$293K -$29.2K -184 -9%
NHC
470
Nicholas Hoffman & Company
Georgia
$291K +$1.27K +8 +0.4%
SYBT
471
Stock Yards Bank & Trust
Kentucky
$290K
LWA
472
Lenox Wealth Advisors
New York
$285K +$106K +667 +61%
MMHP
473
Murphy Middleton Hinkle & Parker
Georgia
$280K
NCM
474
Northside Capital Management
Oregon
$280K
CAAS
475
Capital Asset Advisory Services
Michigan
$280K +$275K +1,731 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.