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iShares Russell 1000 ETF

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: 506519 (+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: 7171 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
476
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77.8K
BBPWM
477
Blue Bell Private Wealth Management
Pennsylvania
$74K +$73.4K +550 New
FDCDDQ
478
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.6K +$66.7K +500 New
AWM
479
Avior Wealth Management
Nebraska
$66K
GWM
480
Geneos Wealth Management
Colorado
$64K
CFG
481
Citizens Financial Group
Rhode Island
$61K
CTC
482
Central Trust Company
Missouri
$56K -$107K -800 -66%
OC
483
Oakworth Capital
Alabama
$56K +$20K +150 +57%
SIM
484
Sonora Investment Management
Arizona
$46.8K +$46.2K +346 New
SIAS
485
Shine Investment Advisory Services
Colorado
$42K +$41.5K +311 New
WA
486
Winfield Associates
Ohio
$41K
SAM
487
Shamrock Asset Management
Texas
$41K +$40.8K +306 New
PCFFS
488
Pacific Center for Financial Services
California
$39K +$38.2K +286 New
BRC
489
Bell Rock Capital
Delaware
$38K -$25.2K -189 -40%
BWA
490
Burt Wealth Advisors
Maryland
$36K
VWA
491
V Wealth Advisors
Kansas
$36K +$34.7K +260 New
AIM
492
Anchor Investment Management
South Carolina
$35.2K
FCB
493
First Command Bank
Texas
$35K
FCFS
494
First Command Financial Services
Texas
$35K
ADL
495
Asset Dedication LLC
California
$31K
PG
496
Patten Group
Tennessee
$28K +$20.4K +153 +306%
RFA
497
Reilly Financial Advisors
California
$27K -$12.1K -91 -31%
PWM
498
Perigon Wealth Management
California
$27K
SIAP
499
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K +$25.6K +192 New
WA
500
WFG Advisors
Texas
$23K

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.