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iShares Russell 1000 ETF

317 hedge funds and large institutions have $6.09B invested in iShares Russell 1000 ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 112 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 10

13% more funds holding

Funds holding: 280317 (+37)

13% more capital invested

Capital invested by funds: $5.42B → $6.09B (+$678M)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

1.76% more ownership

Funds ownership: 56.24%58% (+1.8%)

20% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 112

32% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $3.22M

Holders
317
Holders Change
+37
Holders Change %
+13.21%
% of All Funds
9.2%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.36%
New
51
Increased
90
Reduced
112
Closed
10
Calls
$2.19M
Puts
$3.22M
Net Calls
-$1.03M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
51
Sigma Investment Counselors
Michigan
$20.9M -$113K -1,147 -0.6%
JIP
52
Jaffetilchin Investment Partners
Florida
$20M +$7.09M +71,682 +59%
WTNA
53
Wilmington Trust National Association
Delaware
$19.7M -$6.37M -64,341 -25%
VF
54
Virtu Financial
New York
$19.6M +$9.63M +97,311 +105%
B
55
Baird
Wisconsin
$18.7M -$1.96M -19,825 -10%
SIM
56
Sigma Investment Management
Oregon
$18.4M -$575K -5,813 -3%
MWM
57
Modera Wealth Management
New Jersey
$17.8M -$879K -8,887 -5%
P
58
Pitcairn
Pennsylvania
$17.6M +$2.86M +28,931 +20%
AL
59
Aspiriant LLC
California
$17.5M +$7.87M +79,538 +88%
RTS
60
Round Table Services
New Jersey
$16.5M -$820K -8,291 -5%
UBS AM
61
UBS AM
Illinois
$15.5M +$12M +121,052 +411%
PA
62
Parkside Advisors
California
$15.4M +$14.7M +149,066 New
CB
63
Commerce Bank
Missouri
$14M +$1.28M +12,909 +11%
FBNAT
64
FirstMerit Bank N.A. Trustee
Ohio
$13.1M -$3.37M -34,071 -21%
TRCT
65
Tower Research Capital (TRC)
New York
$12.7M +$12.2M +122,985 New
QLMGAA
66
QS Legg Mason Global Asset Allocation
New York
$12.1M +$5.33M +53,908 +85%
Ameriprise
67
Ameriprise
Minnesota
$11.5M -$1.71M -17,281 -13%
1GA
68
1st Global Advisors
Texas
$11M -$179K -1,805 -2%
SI
69
Stephens Inc
Arkansas
$11M +$18.3K +185 +0.2%
HSA
70
HBK Sorce Advisory
Pennsylvania
$10.3M -$421K -4,260 -4%
BFA
71
BlackRock Fund Advisors
California
$10.2M +$3.29M +33,256 +51%
PCMK
72
Paragon Capital Management (Kansas)
Kansas
$9.8M +$82.1K +830 +0.9%
CS
73
Credit Suisse
Switzerland
$9.59M +$8.57M +86,629 +1,379%
BIM
74
BlackRock Investment Management
Delaware
$9.57M -$2.8M -28,339 -23%
RFC
75
Regions Financial Corp
Alabama
$9.45M -$1.05M -10,613 -10%

IWB Hedge Fund Activity: Q4 2013 in Review

317 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2013, worth a combined $6.09B — up 13% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IWB positions and 10 closed out — a net gain of 41 holders — while 90 added to existing stakes and 112 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.7M. The largest seller was Goldman Sachs, cutting an estimated $73.6M.

  • 317 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2013, up from 280 in Q3 2013.
  • Funds reported $6.09B of iShares Russell 1000 ETF stock for Q4 2013, up 13% quarter-over-quarter.
  • 51 funds opened new iShares Russell 1000 ETF positions in Q4 2013 and 10 closed out, a net change of +41 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2013 was JP Morgan Chase, an estimated $42.7M added.
  • The largest iShares Russell 1000 ETF seller in Q4 2013 was Goldman Sachs, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2013.