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iShares Russell 1000 ETF

699 hedge funds and large institutions have $14.9B invested in iShares Russell 1000 ETF in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 216 increasing their positions, 242 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $2.82M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

7% more capital invested

Capital invested by funds: $14B → $14.9B (+$988M)

3% more funds holding in top 10

Funds holding in top 10: 8790 (+3)

1% more funds holding

Funds holding: 690699 (+9)

1.09% more ownership

Funds ownership: 72.3%73.39% (+1.1%)

11% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 242

Holders
699
Holders Change
+9
Holders Change %
+1.3%
% of All Funds
15.18%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.95%
New
48
Increased
216
Reduced
242
Closed
32
Calls
$18.4M
Puts
$2.82M
Net Calls
+$15.6M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
676
McIlrath & Eck
Washington
$18K
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$17K
BWM
678
Baystate Wealth Management
Massachusetts
$17K +$160 +1 +1%
BWA
679
BDO Wealth Advisors
Florida
$17K +$2.4K +15 +17%
LB
680
Legacy Bridge
Iowa
$14K
CBT
681
Central Bank & Trust
Kentucky
$13K
EWM
682
Endurance Wealth Management
Rhode Island
$13K
GSWM
683
Golden State Wealth Management
California
$12K
AWM
684
AllSquare Wealth Management
New York
$11K
LWANC
685
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
AssetMark Inc
686
AssetMark Inc
California
$9K
BWM
687
BerganKDV Wealth Management
Minnesota
$8K
SIM
688
Sonora Investment Management
Arizona
$8K
GT
689
Glenmede Trust
Pennsylvania
$7.16K -$16K -100 -0.2%
Parallax Volatility Advisers
690
Parallax Volatility Advisers
California
$7K +$6.57K +41 +4,100%
UB
691
UMB Bank
Missouri
$5.45K -$270K -1,687 -5%
PFGIA
692
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$4.64K +29 New
OC
693
Oakworth Capital
Alabama
$4K -$3.52K -22 -46%
THWM
694
Taylor Hoffman Wealth Management
Virginia
$3K
HI
695
Hudock Inc
Pennsylvania
$1K
SCA
696
Stonebridge Capital Advisors
Minnesota
$1K +$1.28K +8 New
Loomis, Sayles & Company
697
Loomis, Sayles & Company
Massachusetts
$1K +$1.44K +9 New
BRWM
698
B. Riley Wealth Management
Tennessee
$741 +$178K +1,114 +32%
FCH
699
Freestone Capital Holdings
Washington
$698 +$143K +895 +26%
LHC
700
Little House Capital
Massachusetts
$595 -$521K -3,257 -48%

IWB Hedge Fund Activity: Q2 2019 in Review

699 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2019, worth a combined $14.9B — up 7.1% from $14B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IWB positions and 32 closed out — a net gain of 16 holders — while 216 added to existing stakes and 242 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $191M. The largest seller was Fifth Third Bancorp, cutting an estimated $153M.

  • 699 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2019, up from 690 in Q1 2019.
  • Funds reported $14.9B of iShares Russell 1000 ETF stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 48 funds opened new iShares Russell 1000 ETF positions in Q2 2019 and 32 closed out, a net change of +16 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2019 was HSBC Holdings, an estimated $191M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2019 was Fifth Third Bancorp, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2019.