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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
OC
551
Oakworth Capital
Alabama
$110K +$7.62K +48 +8%
AOWM
552
Alpha Omega Wealth Management
Virginia
$108K
JFA
553
JNBA Financial Advisors
Minnesota
$108K +$106K +670 New
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$106K
FHA
555
First Horizon Advisors
Tennessee
$102K
BCM
556
Blume Capital Management
California
$101K
LGWM
557
Litman Gregory Wealth Management
California
$100K
SFSG
558
Stearns Financial Services Group
North Carolina
$98K +$95.7K +603 New
FDCDDQ
559
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.2K
FMTCOCP
560
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K
GP
561
Girard Partners
Pennsylvania
$92K +$90.6K +571 New
BCI
562
Brinker Capital Investments
Pennsylvania
$91K
EA
563
Elm Advisors
California
$88K +$86.5K +545 New
PAMG
564
Patton Albertson Miller Group
Tennessee
$88K +$95.2K +600 New
MCM
565
Mainstay Capital Management
Michigan
$86K +$84.8K +534 New
LWAC
566
Laurel Wealth Advisors (California)
California
$86K +$85.2K +537 New
CTC
567
Central Trust Company
Missouri
$84K
NL
568
NVWM LLC
Pennsylvania
$82K
CBT
569
Capital Bank & Trust
California
$79K
AIM
570
Arcadia Investment Management
Michigan
$78K
CFG
571
Citizens Financial Group
Rhode Island
$73K -$15.9K -100 -18%
GWM
572
Geneos Wealth Management
Colorado
$68K -$8.57K -54 -11%
KPCM
573
Kings Point Capital Management
New York
$67K -$39K -246 -37%
CCM
574
Cribstone Capital Management
Maine
$67K
CWSR
575
Chessman Wealth Strategies RIA
Texas
$62K +$61.3K +386 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.