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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
ME
601
McIlrath & Eck
Washington
$23K -$2.22K -14 -9%
HS
602
Horan Securities
United States
$23K
MSA
603
Marino Stram & Associates
Massachusetts
$23K
FC
604
Ferris Capital
Massachusetts
$21K
GI
605
Gradient Investments
Minnesota
$18K -$2.22K -14 -11%
SWM
606
SeaCrest Wealth Management
New York
$18K +$11.6K +73 +178%
SFM
607
Signet Financial Management
New Jersey
$17K -$6.67K -42 -28%
NSIM
608
North Star Investment Management
Illinois
$17K -$4.13K -26 -20%
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$17K
WP
610
WealthShield Partners
North Carolina
$16K -$31.7K -200 -68%
CG
611
Cutler Group
California
$16K
JA
612
JOYN Advisors
Georgia
$15K
IF
613
Ironwood Financial
Arizona
$14K
CBT
614
Central Bank & Trust
Kentucky
$13K
EWM
615
Endurance Wealth Management
Rhode Island
$13K
MPIA
616
Mountain Pacific Investment Advisers
Idaho
$13K +$13K +82 New
AWM
617
AllSquare Wealth Management
New York
$11K
AssetMark Inc
618
AssetMark Inc
California
$9K
ML
619
McAdam LLC
Pennsylvania
$9K
CHC
620
City Holding Co
West Virginia
$9K +$9.21K +58 New
TRCT
621
Tower Research Capital (TRC)
New York
$8K -$6.82M -42,952 -100%
BWA
622
BDO Wealth Advisors
Florida
$8K
SIM
623
Sonora Investment Management
Arizona
$8K
CFGS
624
Concourse Financial Group Securities
Alabama
$8K +$7.94K +50 New
NFG
625
Next Financial Group
Texas
$7K +$7.14K +45 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.