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iShares Russell 1000 ETF

525 hedge funds and large institutions have $14.1B invested in iShares Russell 1000 ETF in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 162 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $8.76M | Put options by funds: $2.1M

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

1% more funds holding

Funds holding: 519525 (+6)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

0.25% less ownership

Funds ownership: 71.8%71.55% (-0.25%)

5% less capital invested

Capital invested by funds: $14.7B → $14.1B (-$667M)

13% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 186

Holders
525
Holders Change
+6
Holders Change %
+1.16%
% of All Funds
13.09%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.77%
New
37
Increased
162
Reduced
186
Closed
27
Calls
$8.76M
Puts
$2.1M
Net Calls
+$6.66M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
526
Wealthcare Capital Management
Virginia
$5K -$372K -2,712 -99%
CG
527
Corundum Group
Colorado
$1.57K +$504K +3,670 +48%
Jane Street
528
Jane Street
New York
-$10.3M -75,899 Closed
FTIOP
529
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$2.9M -21,440 Closed
TH
530
Timber Hill
Connecticut
-$2.48M -18,306 Closed
MCM
531
Mitchell Capital Management
Kansas
-$1.69M -12,501 Closed
Russell Investments Group
532
Russell Investments Group
United Kingdom
-$1.45M -10,701 Closed
WI
533
WBI Investments
New Jersey
-$1.42M -10,494 Closed
GA
534
Geller Advisors
New York
-$419K -3,100 Closed
PAS
535
Park Avenue Securities
New York
-$408K -3,008 Closed
FMBTD
536
First Midwest Bank Trust Division
Illinois
-$405K -2,993 Closed
SPWA
537
SteelBridge Private Wealth Advisors
Florida
-$354K -2,620 Closed
CIM
538
Cetera Investment Management
California
-$350K -2,586 Closed
HTHT
539
Hemenway Trust Hemenway Trust
New Hampshire
-$237K -1,750 Closed
CCP
540
Corient Capital Partners
California
-$230K -1,703 Closed
HF
541
HRT Financial
New York
-$211K -1,566 Closed
CC
542
Cadinha & Co
Hawaii
-$209K -1,545 Closed
AMG
543
Asset Management Group
Connecticut
-$202K -1,493 Closed
PP
544
Patten & Patten
Tennessee
-$200K -1,479 Closed
AIS
545
Accurate Investment Solutions
Pennsylvania
-$200K -1,471 Closed
CAL
546
Capital Analysts LLC
Pennsylvania
-$94.3K -697 Closed
VWA
547
V Wealth Advisors
Kansas
-$36K -260 Closed
SIAP
548
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$26K -192 Closed
TWA
549
TCI Wealth Advisors
Arizona
-$16K -115 Closed
CIM
550
CenturyLink Investment Management
Colorado
-$14K -106 Closed

IWB Hedge Fund Activity: Q3 2017 in Review

525 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2017, worth a combined $14.1B — down 4.5% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IWB positions and 27 closed out — a net gain of 10 holders — while 162 added to existing stakes and 186 trimmed.

The largest buyer was Allstate Corporation, opening a new position worth an estimated $233M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $354M.

  • 525 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2017, up from 519 in Q2 2017.
  • Funds reported $14.1B of iShares Russell 1000 ETF stock for Q3 2017, down 4.5% quarter-over-quarter.
  • 37 funds opened new iShares Russell 1000 ETF positions in Q3 2017 and 27 closed out, a net change of +10 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2017 was Allstate Corporation, an estimated $233M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2017.