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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
VDFA
576
Vickerman & Driscoll Financial Advisors
Washington
$59K -$24K -151 -29%
AF
577
Advisornet Financial
Minnesota
$53K +$317 +2 +0.6%
PCFFS
578
Pacific Center for Financial Services
California
$46K
DBT
579
Dubuque Bank & Trust
Iowa
$45K +$44.1K +278 New
SFSIG
580
San Francisco Sentry Investment Group
California
$45K +$44.4K +280 New
BWA
581
Burt Wealth Advisors
Maryland
$44K
FFW
582
Fusion Family Wealth
New York
$44K
SPIA
583
Steward Partners Investment Advisory
New York
$44K
WAP
584
Wealthcare Advisory Partners
Pennsylvania
$44K +$27.1K +171 +171%
LFG
585
LifePlan Financial Group
Ohio
$42K -$5.08K -32 -11%
FCB
586
First Command Bank
Texas
$41K
FCFS
587
First Command Financial Services
Texas
$41K
PWAG
588
Polaris Wealth Advisory Group
California
$41K +$40.2K +253 New
AIM
589
Anchor Investment Management
South Carolina
$39.9K
SIAS
590
Shine Investment Advisory Services
Colorado
$35K
BFC
591
Bedel Financial Consulting
Indiana
$35K +$33.5K +211 +1,111%
RMAM
592
Raab & Moskowitz Asset Management
New Jersey
$35K +$34.4K +217 New
VCM
593
Vigilant Capital Management
Maine
$34K
BRC
594
Bell Rock Capital
Delaware
$33K
MIM
595
MetLife Investment Management
New Jersey
$32.3K +$31.7K +200 New
LNB
596
Ledyard National Bank
$32K
RFA
597
Reilly Financial Advisors
California
$32K
TVWM
598
Tower View Wealth Management
Wisconsin
$31K +$30.5K +192 New
PCA
599
Providence Capital Advisors
North Carolina
$26K
TC
600
Trilogy Capital
California
$24K

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.