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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
RJT
526
Raymond James Trust
Florida
$201K +$197K +1,241 New
SBL
527
Sargent Bickham Lagudis
Colorado
$200K
FHB
528
First Hawaiian Bank
Hawaii
$196K +$192K +1,210 New
OIA
529
OneDigital Investment Advisors
Kansas
$192K +$794 +5 +0.4%
WPW
530
Winthrop Partners - WNY
New York
$190K
VIA
531
Vantage Investment Advisors
Pennsylvania
$169K
OBWP
532
O'Brien Wealth Partners
Massachusetts
$168K
WC
533
Whitnell & Co
Illinois
$167K +$149K +939 +978%
POIA
534
Pin Oak Investment Advisors
Texas
$163K -$29.2K -184 -15%
DPA
535
Delphi Private Advisors
California
$155K
AA
536
AlphaMark Advisors
Kentucky
$150K -$121K -760 -45%
WB
537
Webster Bank
Connecticut
$148K
MFW
538
Mosaic Family Wealth
Missouri
$143K
ECM
539
Exchange Capital Management
Michigan
$140K +$137K +865 New
Lazard Asset Management
540
Lazard Asset Management
New York
$139K
BA
541
Ballew Advisors
Mississippi
$135K +$635 +4 +0.4%
SMFS
542
Squar Milner Financial Services
California
$133K
TCM
543
TD Capital Management
Tennessee
$130K +$33.2K +209 +35%
Bessemer Group
544
Bessemer Group
New Jersey
$129K -$45.4K -286 -26%
SFC
545
SYM Financial Corp
Indiana
$128K
AWM
546
Avior Wealth Management
Nebraska
$125K
NSB
547
Norway Savings Bank
Maine
$121K
LIA
548
LS Investment Advisors
Michigan
$113K
PK
549
Pflug Koory
Nebraska
$113K
SG Americas Securities
550
SG Americas Securities
New York
$110K -$29.7M -187,126 -100%

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.