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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
HS
501
Horan Securities
United States
$21K
NSIM
502
North Star Investment Management
Illinois
$21K
CBT
503
Central Bank & Trust
Kentucky
$17K
TWA
504
TCI Wealth Advisors
Arizona
$16K
CIM
505
CenturyLink Investment Management
Colorado
$14K -$25.9K -194 -65%
IF
506
Ironwood Financial
Arizona
$14K -$22K -165 -61%
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$14K
WC
508
Whitnell & Co
Illinois
$13K
DOA
509
D'Orazio & Associates
Virginia
$12K +$11.9K +89 New
EWM
510
Endurance Wealth Management
Rhode Island
$11K -$49.4K -370 -82%
AssetMark Inc
511
AssetMark Inc
California
$10K +$2.27K +17 +29%
SCP
512
Syntal Capital Partners
Texas
$8.15K -$1.16M -8,692 -13%
SPIA
513
Steward Partners Investment Advisory
New York
$8K
AA
514
AlphaMark Advisors
Kentucky
$7K
BWA
515
BDO Wealth Advisors
Florida
$7K +$6.67K +50 New
GI
516
Gradient Investments
Minnesota
$7K +$6.67K +50 New
MCIA
517
Mountain Capital Investment Advisors
Colorado
$7K +$6.67K +50 New
M
518
MOTCO
Texas
$6K
FAM
519
Flaharty Asset Management
Florida
$920 -$904K -6,772 -100%
IWM
520
IHT Wealth Management
Illinois
$224 -$254K -1,906 -8%
Walleye Trading
521
Walleye Trading
New York
$14
MSWM
522
Mader & Shannon Wealth Management
Missouri
-$31.9M -242,734 Closed
Cerity Partners
523
Cerity Partners
New York
-$3.48M -26,506 Closed
IAA
524
Independent Advisor Alliance
North Carolina
-$1.73M -13,237 Closed
State Board of Administration of Florida Retirement System
525
State Board of Administration of Florida Retirement System
Florida
-$1.31M -10,000 Closed

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.