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iShares Russell 1000 ETF
IWB

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: 506 → 519 (+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: 71 → 71 (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

Top Buyers

Rank Fund Capital Flow
1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$280M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$81.3M
3
CCA
Catalyst Capital Advisors
New York
+$71.3M
4
MRC
Millburn Ridgefield Corp
New York
+$71.3M
5
M&T Bank
M&T Bank
New York
+$61.9M

Top Sellers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
-$267M
2
CG
Cutler Group
California
-$47.1M
3
BlackRock
BlackRock
New York
-$42.3M
4
MSWM
Mader & Shannon Wealth Management
Missouri
-$31.9M
5
CSIA
Charles Schwab Investment Advisory
California
-$30.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$124M +$32.1M +240,154 +35%
DLIC
27
Daido Life Insurance Company
Japan
$124M – – –
UBS Group
28
UBS Group
Switzerland
$118M +$15.3M +114,897 +15%
Citigroup
29
Citigroup
New York
$107M -$3.05M -22,854 -3%
HHGA
30
Halbert Hargrove Global Advisors
California
$101M -$74.8K -560 -0.1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$94.9M +$5.26M +39,421 +6%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$89.7M -$14.1M -105,654 -14%
RC
33
Rinet Company
Massachusetts
$89.2M -$2.03M -15,215 -2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$88.1M +$376K +2,813 +0.4%
GMA
35
Goldstein Munger & Associates
California
$83.7M -$1.56M -11,656 -2%
BOS
36
Bingham Osborn & Scarborough
California
$70.2M -$931K -6,976 -1%
TC
37
Telemus Capital
Michigan
$64.6M +$1.69M +12,690 +3%
Creative Planning
38
Creative Planning
Kansas
$62.5M -$2.3M -17,199 -4%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$60.7M +$51.5M +385,862 +613%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$58.4M +$599K +4,488 +1%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$56M +$661K +4,948 +1%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$50.1M +$298K +2,233 +0.6%
Ameriprise
43
Ameriprise
Minnesota
$45.6M -$1.19M -8,950 -3%
ANTB
44
AMG National Trust Bank
Colorado
$45.5M +$4.16M +31,154 +10%
IC
45
Iconiq Capital
California
$45.2M -$482K -3,610 -1%
BP
46
Ballentine Partners
Massachusetts
$44.8M -$299K -2,242 -0.7%
MLFP
47
MPS Loria Financial Planners
Illinois
$41.2M +$40.2M +300,975 New
BFPW
48
BOK Financial Private Wealth
Colorado
$37.9M -$3.68M -27,602 -9%
BJL
49
Brighton Jones LLC
Washington
$37.5M -$443K -3,322 -1%
TMNFIC
50
Tokio Marine & Nichido Fire Insurance Company
Japan
$37.2M – – –
1
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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.