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iShares Russell 1000 ETF

457 hedge funds and large institutions have $12.6B invested in iShares Russell 1000 ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 174 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $11.8B → $12.6B (+$778M)

3% more funds holding in top 10

Funds holding in top 10: 6668 (+2)

3% more funds holding

Funds holding: 445457 (+12)

1.23% more ownership

Funds ownership: 69.3%70.53% (+1.2%)

24% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 174

58% less call options, than puts

Call options by funds: $15M | Put options by funds: $35.9M

Holders
457
Holders Change
+12
Holders Change %
+2.7%
% of All Funds
12.2%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.81%
New
38
Increased
132
Reduced
174
Closed
18
Calls
$15M
Puts
$35.9M
Net Calls
-$21M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BIT
51
BlackRock Institutional Trust
California
$31.1M +$486K +4,045 +2%
FPTW
52
Franklin, Parlapiano, Turner & Welch
Texas
$30.7M +$1.35M +11,219 +5%
SB
53
Suntrust Banks
Georgia
$28.5M +$371K +3,087 +1%
JFGIW
54
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.4M -$896K -7,453 -3%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$28.3M +$310K +2,580 +1%
CG
56
Colony Group
Massachusetts
$27.8M -$199K -1,656 -0.7%
AIA
57
Arbor Investment Advisors
North Carolina
$25.5M -$333K -2,768 -1%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$24.6M -$740K -6,157 -3%
P
59
Pitcairn
Pennsylvania
$24.3M -$465K -3,868 -2%
GAIA
60
Global Atlantic Investment Advisors
Indiana
$23.9M -$593K -4,933 -2%
CFN
61
Cordasco Financial Network
Florida
$23.9M -$145K -1,210 -0.6%
SLT
62
St Louis Trust
Missouri
$23.6M +$3.25M +27,041 +16%
JWA
63
JFS Wealth Advisors
Pennsylvania
$23.5M -$931K -7,744 -4%
FBFS
64
First Business Financial Services
Wisconsin
$22.3M +$344K +2,859 +2%
JP Morgan Chase
65
JP Morgan Chase
New York
$21.3M -$289K -2,404 -1%
MSWM
66
Mader & Shannon Wealth Management
Missouri
$20.5M +$20.4M +169,788 New
BO
67
BRR OpCo
Ohio
$20.3M -$576K -4,792 -3%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$19.8M +$10.3M +85,850 +109%
SCM
69
Sterling Capital Management
North Carolina
$19.4M +$3.02M +25,092 +18%
SWP
70
Stratos Wealth Partners
Ohio
$19.3M -$330K -2,747 -2%
PA
71
Parkside Advisors
California
$19M -$2.31M -19,261 -11%
SBSB
72
Sullivan, Bruyette, Speros & Blaney
Virginia
$19M -$167K -1,390 -0.9%
MCWS
73
McKinley Carter Wealth Services
West Virginia
$19M -$22.5K -187 -0.1%
PCMK
74
Paragon Capital Management (Kansas)
Kansas
$18.9M -$229K -1,906 -1%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$16.6M -$12.6K -105 -0.1%