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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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$131M +$1.21M +7,611 +0.9%
TC
27
Telemus Capital
Michigan
$123M +$40.8M +257,238 +51%
Ameriprise
28
Ameriprise
Minnesota
$117M +$2.01M +12,665 +2%
HHGA
29
Halbert Hargrove Global Advisors
California
$112M -$4.34M -27,367 -4%
Goldman Sachs
30
Goldman Sachs
New York
$110M -$13.8M -87,007 -11%
LPL Financial
31
LPL Financial
California
$107M -$402K -2,533 -0.4%
RC
32
Rinet Company
Massachusetts
$106M +$687K +4,331 +0.7%
GMA
33
Goldstein Munger & Associates
California
$103M -$170K -1,068 -0.2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$100M -$408K -2,568 -0.4%
Citigroup
35
Citigroup
New York
$95.9M +$39.5M +248,560 +72%
Creative Planning
36
Creative Planning
Kansas
$83.1M +$7.89M +49,724 +11%
BOS
37
Bingham Osborn & Scarborough
California
$78.4M -$285K -1,797 -0.4%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$70M -$5.37M -33,861 -7%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$59.1M -$179K -1,130 -0.3%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$54.9M -$160K -1,005 -0.3%
DILIC
41
Dai-ichi Life Insurance Company
Japan
$52.6M
MLFP
42
MPS Loria Financial Planners
Illinois
$50.7M +$50.2M +316,547 New
ANTB
43
AMG National Trust Bank
Colorado
$50.3M -$324K -2,042 -0.7%
BP
44
Ballentine Partners
Massachusetts
$48.7M -$263K -1,659 -0.5%
FPTW
45
Franklin, Parlapiano, Turner & Welch
Texas
$48.2M +$282K +1,777 +0.6%
MCWS
46
McKinley Carter Wealth Services
West Virginia
$46.4M +$242K +1,527 +0.5%
TMNFIC
47
Tokio Marine & Nichido Fire Insurance Company
Japan
$44.5M
Axa
48
Axa
France
$42M
Baird Financial Group
49
Baird Financial Group
Wisconsin
$41.7M -$759K -4,780 -2%
HCA
50
Harbour Capital Advisors
Virginia
$39.9M +$66.1M +416,456 +2,122%

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.