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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
PFGIA
626
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$1.11K -7 -19%
OIA
627
Optimum Investment Advisors
Illinois
$4K
APP
628
Avantax Planning Partners
Iowa
$4K +$4.13K +26 New
WKWM
629
Walter & Keenan Wealth Management
Indiana
$3.89K -$58.6K -369 -2%
SWPG
630
Strategic Wealth Partners Group
Illinois
$3.03K
THWM
631
Taylor Hoffman Wealth Management
Virginia
$3K
ACM
632
Aviance Capital Management
Florida
$2K +$1.91K +12 New
WCM
633
Wealthcare Capital Management
Virginia
$1K -$1.27K -8 -53%
FGAM
634
Financial Gravity Asset Management
Texas
$1K -$159 -1 -25%
TC
635
Truvestments Capital
Florida
$1K +$1.27K +8 New
CF
636
Centaurus Financial
California
$141 -$214K -1,346 -100%
NMIFOAC
637
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$160M -1,054,000 Closed
CS
638
Credit Suisse
Switzerland
-$40.4M -265,885 Closed
Jane Street
639
Jane Street
New York
-$31.7M -199,537 Closed
QIM
640
Quantitative Investment Management
Virginia
-$19.3M -127,100 Closed
WPSG
641
Wealth & Pension Services Group
Georgia
-$6.67M -43,921 Closed
HPC
642
HM Payson & Co
Maine
-$4.22M -27,788 Closed
PAM
643
Panagora Asset Management
Massachusetts
-$4.05M -26,658 Closed
CIA
644
Choate Investment Advisors
Massachusetts
-$2.76M -18,172 Closed
State Street
645
State Street
Massachusetts
-$2.5M -16,412 Closed
BOTW
646
Bank of the West
California
-$1.98M -13,000 Closed
MLICM
647
Metropolitan Life Insurance Company (MetLife)
New York
-$1.63M -10,700 Closed
WI
648
WBI Investments
New Jersey
-$1.13M -7,448 Closed
Wolverine Trading
649
Wolverine Trading
Illinois
-$976K -6,649 Closed
CCP
650
Clough Capital Partners
Massachusetts
-$973K -6,400 Closed

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.