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iShares Russell 1000 ETF
IWB

335 hedge funds and large institutions have $5.77B invested in iShares Russell 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

11% more funds holding in top 10

Funds holding in top 10: 46 → 51 (+5)

7% more capital invested

Capital invested by funds: $5.37B → $5.77B (+$396M)

2.4% more ownership

Funds ownership: 56.52% → 58.92% (+2.4%)

5% more call options, than puts

Call options by funds: $6.09M | Put options by funds: $5.79M

2% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 112

1% more funds holding

Funds holding: 332 → 335 (+3)

Holders
335
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
9.72%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.48%
New
26
Increased
114
Reduced
112
Closed
19
Calls
$6.09M
Puts
$5.79M
Net Calls
+$298K
Net Calls Change
-$1.28M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$63M
2
USAA
United Services Automobile Association
Texas
+$62.5M
3
LPL Financial
LPL Financial
California
+$62M
4
Wells Fargo
Wells Fargo
California
+$52.4M
5
M&T Bank
M&T Bank
New York
+$44.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$24M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$7.44M
3
MWM
Merriman Wealth Management
Washington
-$6.78M
4
MAA
Managed Account Advisors
New Jersey
-$6.57M
5
CL
Choreo LLC
Illinois
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$53M -$307K -2,782 -0.6%
M&T Bank
27
M&T Bank
New York
$51.2M +$44.2M +399,620 +602%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$48.8M +$1.85M +16,783 +4%
BFPW
29
BOK Financial Private Wealth
Colorado
$45.5M -$873K -7,896 -2%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$44.9M -$2.5M -22,654 -5%
U
31
UBS
Switzerland
$44.4M +$10.3M +93,023 +30%
BP
32
Ballentine Partners
Massachusetts
$40.9M -$1.01M -9,158 -2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$40.8M +$3.96M +35,827 +11%
JIP
34
Jaffetilchin Investment Partners
Florida
$38.8M +$2.09M +18,927 +6%
TC
35
Telemus Capital
Michigan
$37.1M -$1.21M -10,925 -3%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$35M +$4.43M +40,110 +14%
BJL
37
Brighton Jones LLC
Washington
$34.8M -$1.17M -10,605 -3%
ANTB
38
AMG National Trust Bank
Colorado
$30.9M -$1.87M -16,879 -6%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$30.5M +$28.7K +260 +0.1%
PP
40
Pension Partners
New York
$29.2M +$29.4M +265,590 New
CL
41
Choreo LLC
Illinois
$28.9M -$4.51M -40,795 -13%
Citigroup
42
Citigroup
New York
$28M +$454K +4,111 +2%
US Bancorp
43
US Bancorp
Minnesota
$27.8M -$639K -5,778 -2%
WT
44
Washington Trust
Rhode Island
$27.4M +$625K +5,655 +2%
FPTW
45
Franklin, Parlapiano, Turner & Welch
Texas
$25.3M +$1.36M +12,266 +6%
BFA
46
Beaumont Financial Advisors
Massachusetts
$24.4M +$10.7M +96,497 +77%
AIA
47
Arbor Investment Advisors
North Carolina
$23.8M +$178K +1,610 +0.7%
SB
48
Suntrust Banks
Georgia
$22.8M -$579K -5,238 -2%
Axa
49
Axa
France
$22.4M – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$22M +$11.5M +103,895 +108%
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IWB Hedge Fund Activity: Q3 2014 in Review

335 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2014, worth a combined $5.77B — up 7.4% from $5.37B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IWB positions and 19 closed out — a net gain of 7 holders — while 114 added to existing stakes and 112 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $63M. The largest seller was Bank of America, cutting an estimated $24M.

  • 335 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2014, up from 332 in Q2 2014.
  • Funds reported $5.77B of iShares Russell 1000 ETF stock for Q3 2014, up 7.4% quarter-over-quarter.
  • 26 funds opened new iShares Russell 1000 ETF positions in Q3 2014 and 19 closed out, a net change of +7 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2014 was Morgan Stanley, an estimated $63M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2014 was Bank of America, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2014.