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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
BHB
501
Bank Hapoalim BM
Israel
$239K
AAS
502
Annex Advisory Services
Wisconsin
$234K -$24K -151 -9%
MOS
503
MGO One Seven
Ohio
$232K +$229K +1,440 New
CCT
504
Country Club Trust
Missouri
$227K
OWD
505
Osborn Williams & Donohoe
Ohio
$227K
WTB
506
Washington Trust Bank
Washington
$226K
SG
507
StoneX Group
New York
$224K +$5.87K +37 +3%
AMG
508
Asset Management Group
Connecticut
$222K +$952 +6 +0.4%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$222K +$60.2K +379 +38%
MC
510
Moors & Cabot
Massachusetts
$222K +$218K +1,374 New
IFAM
511
Institutional & Family Asset Management
Colorado
$219K +$794 +5 +0.4%
TFCP
512
Twin Focus Capital Partners
Massachusetts
$218K
PP
513
PagnatoKarp Partners
Virginia
$216K
GG
514
Gofen & Glossberg
Illinois
$215K -$263K -1,660 -55%
SAM
515
Summit Asset Management
Tennessee
$214K
WI
516
Wintrust Investments
Illinois
$213K
CS
517
Comerica Securities
Michigan
$212K -$19.4K -122 -9%
VCM
518
Vivaldi Capital Management
Illinois
$212K +$209K +1,314 New
WSFS
519
Wilmington Savings Fund Society
Delaware
$211K +$207K +1,307 New
CFA
520
Carroll Financial Associates
North Carolina
$208K -$61K -384 -23%
WCM
521
Windsor Capital Management
Arizona
$208K -$8.25K -52 -4%
IP
522
Isthmus Partners
Wisconsin
$207K
PP
523
Patten & Patten
Tennessee
$207K +$203K +1,279 New
BBA
524
BLB&B Advisors
Pennsylvania
$204K -$25.6K -161 -11%
VA
525
Valmark Advisers
Ohio
$202K +$199K +1,252 New

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.