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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
Thrivent Financial for Lutherans
476
Thrivent Financial for Lutherans
Minnesota
$279K -$54.6K -344 -17%
Deutsche Bank
477
Deutsche Bank
Germany
$279K +$273K +1,723 New
TTWM
478
TCV Trust & Wealth Management
Virginia
$275K
AAM
479
Aureus Asset Management
Massachusetts
$274K +$269K +1,695 New
CPO
480
Cerity Partners OCIO
New York
$269K
MFS
481
McNamara Financial Services
Massachusetts
$268K -$2.06K -13 -0.8%
SFG
482
StrategIQ Financial Group
Indiana
$268K +$263K +1,657 New
HTC
483
Haverford Trust Company
Pennsylvania
$267K
PAG
484
Pinnacle Advisory Group
Maryland
$267K
CWM
485
Cornerstone Wealth Management
Missouri
$267K +$2.85M +17,971 +91%
CB
486
Chemical Bank
Michigan
$265K
DT
487
Diversified Trust
Tennessee
$259K
FANJ
488
Financial Architects (New Jersey)
New Jersey
$259K +$1.75K +11 +0.7%
HB
489
Homrich & Berg
Georgia
$259K +$255K +1,604 New
RIA
490
Regal Investment Advisors
Michigan
$258K +$253K +1,597 New
HFP
491
Holistic Financial Partners
Indiana
$257K +$252K +1,587 New
PA
492
PFG Advisors
Arizona
$254K
MGIA
493
Moneta Group Investment Advisors
Missouri
$252K -$284K -1,791 -53%
TFS
494
TrustCore Financial Services
Tennessee
$252K
PG
495
Patten Group
Tennessee
$251K +$110K +694 +81%
HCP
496
Holt Capital Partners
Texas
$248K
MLIC
497
Mandatum Life Insurance Company
Finland
$246K -$109K -688 -31%
RAM
498
Redmond Asset Management
Virginia
$245K
QPWM
499
Quadrant Private Wealth Management
Pennsylvania
$242K +$794 +5 +0.3%
ACP
500
Aveo Capital Partners
Colorado
$241K

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.