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iShares Russell 1000 ETF
IWB

291 hedge funds and large institutions have $5.43B invested in iShares Russell 1000 ETF in 2013 Q2 according to their latest regulatory filings, with 291 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.42% more ownership

Funds ownership: 0% → 59.42% (+59%)

11% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $2.1M

Holders
291
Holders Change
+291
Holders Change %
–
% of All Funds
9.5%
Holding in Top 10
49
Holding in Top 10 Change
+49
Holding in Top 10 Change %
% of All Funds
1.6%
New
291
Increased
–
Reduced
–
Closed
–
Calls
$2.33M
Puts
$2.1M
Net Calls
+$232K
Net Calls Change
+$232K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
51
Sigma Investment Counselors
Michigan
$18.1M +$18M +201,469 New
SIM
52
Sigma Investment Management
Oregon
$18M +$17.9M +200,388 New
TIM
53
Telemus Investment Management
Michigan
$17.4M +$17.4M +193,980 New
MWM
54
Modera Wealth Management
New Jersey
$16.9M +$16.8M +187,563 New
B
55
Baird
Wisconsin
$16.7M +$16.7M +185,990 New
TRCT
56
Tower Research Capital (TRC)
New York
$16.4M +$16.4M +183,463 New
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$15.7M +$15.7M +175,700 New
RTS
58
Round Table Services
New Jersey
$13.7M +$13.6M +152,413 New
P
59
Pitcairn
Pennsylvania
$13.5M +$13.4M +149,919 New
AL
60
Aspiriant LLC
California
$12.8M +$12.7M +142,120 New
Barclays
61
Barclays
United Kingdom
$12.8M +$12.7M +141,774 New
IFWM
62
Institute for Wealth Management
Colorado
$11.1M +$11M +123,131 New
CB
63
Commerce Bank
Missouri
$10.9M +$10.8M +120,704 New
Ameriprise
64
Ameriprise
Minnesota
$10.8M +$10.7M +119,558 New
1GA
65
1st Global Advisors
Texas
$10.6M +$10.6M +117,989 New
SCM
66
Steward Capital Management
Michigan
$10M +$9.96M +111,209 New
BIM
67
BlackRock Investment Management
Delaware
$9.98M +$9.94M +111,020 New
SI
68
Stephens Inc
Arkansas
$9.81M +$9.77M +109,112 New
RFC
69
Regions Financial Corp
Alabama
$9.01M +$8.97M +100,168 New
MFP
70
Mosaic Financial Partners
California
$8.57M +$8.54M +95,356 New
BFA
71
Beaumont Financial Advisors
Massachusetts
$7.72M +$7.69M +85,816 New
EHPM
72
Emery Howard Portfolio Management
California
$7.69M +$7.66M +85,552 New
RJA
73
Raymond James & Associates
Florida
$7.37M +$7.34M +81,936 New
Comerica Bank
74
Comerica Bank
Texas
$7.04M +$7.01M +78,230 New
Axa
75
Axa
France
$6.99M +$6.96M +77,727 New
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IWB Hedge Fund Activity: Q2 2013 in Review

291 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2013, worth a combined $5.43B.

Buyers outnumbered sellers: 291 funds opened new IWB positions and 0 closed out — a net gain of 291 holders — while 0 added to existing stakes and 0 trimmed.

  • 291 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $5.43B of iShares Russell 1000 ETF stock for Q2 2013.
  • 291 funds opened new iShares Russell 1000 ETF positions in Q2 2013 and 0 closed out, a net change of +291 holders.

Based on aggregated 13F filings for Q2 2013.