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iShares Russell 1000 ETF

621 hedge funds and large institutions have $14.5B invested in iShares Russell 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 239 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $4.9M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

1% more funds holding

Funds holding: 615621 (+6)

0.27% more ownership

Funds ownership: 73.97%74.24% (+0.27%)

4% less capital invested

Capital invested by funds: $15.1B → $14.5B (-$649M)

6% less funds holding in top 10

Funds holding in top 10: 8075 (-5)

24% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 239

Holders
621
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
14.23%
Holding in Top 10
75
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.25%
% of All Funds
1.72%
New
49
Increased
181
Reduced
239
Closed
42
Calls
$17.6M
Puts
$4.9M
Net Calls
+$12.7M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$129M +$3.14M +20,670 +2%
UBS Group
27
UBS Group
Switzerland
$127M -$51.4K -338 -0%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$109M -$19.9M -130,763 -15%
Citigroup
29
Citigroup
New York
$107M -$23.7M -156,012 -18%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$106M +$50.2M +330,114 +84%
HHGA
31
Halbert Hargrove Global Advisors
California
$106M +$1.3M +8,559 +1%
LPL Financial
32
LPL Financial
California
$99.7M +$4.2M +27,676 +4%
RC
33
Rinet Company
Massachusetts
$93.4M -$709K -4,665 -0.7%
GMA
34
Goldstein Munger & Associates
California
$92.3M +$1.76M +11,573 +2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$91.5M -$2.02M -13,287 -2%
Ameriprise
36
Ameriprise
Minnesota
$90.7M +$3.45M +22,726 +4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$89.4M +$19.5M +128,528 +27%
BOS
38
Bingham Osborn & Scarborough
California
$73.3M -$864K -5,689 -1%
TC
39
Telemus Capital
Michigan
$73.1M +$1.1M +7,235 +1%
Creative Planning
40
Creative Planning
Kansas
$69.3M -$880K -5,791 -1%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$68M +$50.6M +332,873 +256%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$53.8M -$3.75M -24,689 -6%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$52.2M -$6.56M -43,189 -11%
IC
44
Iconiq Capital
California
$51.8M +$3.38M +22,247 +7%
ANTB
45
AMG National Trust Bank
Colorado
$47.3M -$1.2M -7,888 -2%
MCWS
46
McKinley Carter Wealth Services
West Virginia
$44.9M +$1.55M +10,235 +3%
BP
47
Ballentine Partners
Massachusetts
$44.7M -$1.05M -6,891 -2%
MLFP
48
MPS Loria Financial Planners
Illinois
$44.2M +$17K +112 +0%
FPTW
49
Franklin, Parlapiano, Turner & Welch
Texas
$43.5M +$768K +5,055 +2%
TMNFIC
50
Tokio Marine & Nichido Fire Insurance Company
Japan
$40.4M

IWB Hedge Fund Activity: Q1 2018 in Review

621 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2018, worth a combined $14.5B — down 4.3% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IWB positions and 42 closed out — a net gain of 7 holders — while 181 added to existing stakes and 239 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $179M. The largest seller was QS Investors, cutting an estimated $401M.

  • 621 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2018, up from 615 in Q4 2017.
  • Funds reported $14.5B of iShares Russell 1000 ETF stock for Q1 2018, down 4.3% quarter-over-quarter.
  • 49 funds opened new iShares Russell 1000 ETF positions in Q1 2018 and 42 closed out, a net change of +7 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2018 was HSBC Holdings, an estimated $179M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2018 was QS Investors, an estimated $401M sold.

Based on aggregated 13F filings for Q1 2018.