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iShares Russell 1000 ETF
IWB

506 hedge funds and large institutions have $13.9B invested in iShares Russell 1000 ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 145 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

755% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $6.29M

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

5% more capital invested

Capital invested by funds: $13.2B → $13.9B (+$709M)

2% more funds holding

Funds holding: 498 → 506 (+8)

0.48% more ownership

Funds ownership: 70.82% → 71.3% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 71 → 71 (0)

22% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 186

Holders
506
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
12.59%
Holding in Top 10
71
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.77%
New
48
Increased
145
Reduced
186
Closed
34
Calls
$53.7M
Puts
$6.29M
Net Calls
+$47.4M
Net Calls Change
+$46.7M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.88B
2
QI
QS Investors
New York
+$104M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$73.7M
4
CCA
Catalyst Capital Advisors
New York
+$58.9M
5
MRC
Millburn Ridgefield Corp
New York
+$58.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$121M
2
Morgan Stanley
Morgan Stanley
New York
-$112M
3
AssetMark Inc
AssetMark Inc
California
-$94.2M
4
LPL Financial
LPL Financial
California
-$29.5M
5
Goldman Sachs
Goldman Sachs
New York
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
526
SII Investments
Wisconsin
– -$247K -1,987 Closed
NFG
527
Nations Financial Group
Iowa
– -$238K -1,913 Closed
JFGLC
528
Johnson Financial Group LLC (Colorado)
Colorado
– -$232K -1,867 Closed
BWM
529
BerganKDV Wealth Management
Minnesota
– -$232K -1,865 Closed
SC
530
Scotia Capital
Ontario, Canada
– -$231K -1,852 Closed
DSA
531
Davis Selected Advisers
Arizona
– -$230K -1,848 Closed
WCM
532
Windsor Capital Management
Arizona
– -$213K -1,717 Closed
RHBC
533
R.H. Bluestein & Co
Michigan
– -$210K -1,685 Closed
LCOV
534
London Company of Virginia
Virginia
– -$209K -1,679 Closed
GLA
535
Good Life Advisors
Pennsylvania
– -$212K -1,671 Closed
WI
536
Wintrust Investments
Illinois
– -$205K -1,650 Closed
PCP
537
Proficio Capital Partners
Massachusetts
– -$37K -295 Closed
FFW
538
Fusion Family Wealth
New York
– -$34K -275 Closed
BWP
539
Baldwin Wealth Partners
Massachusetts
– -$11K -90 Closed
AIM
540
Advantage Investment Management
Iowa
– -$10K -82 Closed
SFS
541
Sowell Financial Services
Arkansas
– -$8K -63 Closed
GBT
542
Grove Bank & Trust
Florida
– -$7K -59 Closed
18 19 20 21
22

IWB Hedge Fund Activity: Q1 2017 in Review

506 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2017, worth a combined $13.9B — up 5.4% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IWB positions and 34 closed out — a net gain of 14 holders — while 145 added to existing stakes and 186 trimmed.

The largest buyer was BlackRock, adding an estimated $2.88B. The largest seller was Bank of America, cutting an estimated $121M.

  • 506 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2017, up from 498 in Q4 2016.
  • Funds reported $13.9B of iShares Russell 1000 ETF stock for Q1 2017, up 5.4% quarter-over-quarter.
  • 48 funds opened new iShares Russell 1000 ETF positions in Q1 2017 and 34 closed out, a net change of +14 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2017 was BlackRock, an estimated $2.88B added.
  • The largest iShares Russell 1000 ETF seller in Q1 2017 was Bank of America, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2017.