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iShares Russell 1000 ETF

622 hedge funds and large institutions have $14.9B invested in iShares Russell 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 212 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $6.33M

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

3% more capital invested

Capital invested by funds: $14.5B → $14.9B (+$444M)

0% more funds holding

Funds holding: 621622 (+1)

1.11% less ownership

Funds ownership: 74.24%73.14% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 7572 (-3)

27% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 212

Holders
622
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
14.24%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.65%
New
41
Increased
155
Reduced
212
Closed
33
Calls
$28.2M
Puts
$6.33M
Net Calls
+$21.9M
Net Calls Change
+$9.18M
Name Holding Trade Value Shares
Change
Change in
Stake
IF
601
Ironwood Financial
Arizona
$14K
JA
602
JOYN Advisors
Georgia
$14K
1IA
603
1834 Investment Advisors
Wisconsin
$13K
CBT
604
Central Bank & Trust
Kentucky
$12K -$1.66K -11 -12%
CAL
605
Capital Analysts LLC
Pennsylvania
$12K
EWM
606
Endurance Wealth Management
Rhode Island
$12K
AWM
607
AllSquare Wealth Management
New York
$10K
AssetMark Inc
608
AssetMark Inc
California
$9K -$3.01K -20 -26%
BWA
609
BDO Wealth Advisors
Florida
$8K
ML
610
McAdam LLC
Pennsylvania
$8K
SIM
611
Sonora Investment Management
Arizona
$8K
BWM
612
BerganKDV Wealth Management
Minnesota
$8K +$7.53K +50 New
CFC
613
Coyle Financial Counsel
Illinois
$8K +$7.99K +53 New
B
614
Bridgeworth
Alabama
$6K +$6.18K +41 New
SWM
615
SeaCrest Wealth Management
New York
$6K +$6.18K +41 New
PFGIA
616
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$106K -703 -95%
OIA
617
Optimum Investment Advisors
Illinois
$4K +$3.77K +25 New
BFC
618
Bedel Financial Consulting
Indiana
$3K
THWM
619
Taylor Hoffman Wealth Management
Virginia
$3K
SWPG
620
Strategic Wealth Partners Group
Illinois
$2.85K
WCM
621
Wealthcare Capital Management
Virginia
$2K
FGAM
622
Financial Gravity Asset Management
Texas
$1K -$1.36K -9 -69%
MLFP
623
MPS Loria Financial Planners
Illinois
-$44.2M -300,657 Closed
BCM
624
BTC Capital Management
Iowa
-$22.6M -153,752 Closed
UOC
625
University of Chicago
Illinois
-$11.4M -77,833 Closed