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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
HSBC Holdings
26
HSBC Holdings
United Kingdom
$137M +$3.77M +27,485 +3%
US Bancorp
27
US Bancorp
Minnesota
$134M +$4.3M +31,345 +3%
LPL Financial
28
LPL Financial
California
$123M -$20.4M -148,743 -15%
UBS Group
29
UBS Group
Switzerland
$121M -$809K -5,898 -0.7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$108M +$9.48M +69,062 +10%
HHGA
31
Halbert Hargrove Global Advisors
California
$102M -$2.82M -20,561 -3%
DILIC
32
Dai-ichi Life Insurance Company
Japan
$98.5M +$96.6M +703,873 New
RC
33
Rinet Company
Massachusetts
$92.3M +$42.5K +310 +0%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$89.9M -$1.18M -8,594 -1%
GMA
35
Goldstein Munger & Associates
California
$86.7M +$77K +561 +0.1%
Ameriprise
36
Ameriprise
Minnesota
$76.6M +$28.9M +210,830 +63%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$75M -$17.3M -126,286 -19%
BOS
38
Bingham Osborn & Scarborough
California
$71.5M -$1.06M -7,740 -1%
Citigroup
39
Citigroup
New York
$69.6M -$40.2M -292,833 -37%
TC
40
Telemus Capital
Michigan
$67.2M +$354K +2,583 +0.5%
Creative Planning
41
Creative Planning
Kansas
$66.1M +$1.42M +10,318 +2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$58.8M -$1.56M -11,366 -3%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$58M +$70.3K +512 +0.1%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$56.6M -$6.05M -44,121 -10%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$52.4M +$600K +4,370 +1%
IC
46
Iconiq Capital
California
$46.6M -$179K -1,301 -0.4%
ANTB
47
AMG National Trust Bank
Colorado
$46.5M -$500K -3,641 -1%
BP
48
Ballentine Partners
Massachusetts
$45.4M -$82.5K -601 -0.2%
JP Morgan Chase
49
JP Morgan Chase
New York
$44.4M +$16.4M +119,465 +60%
MLFP
50
MPS Loria Financial Planners
Illinois
$42.3M +$207K +1,505 +0.5%

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.