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iShares Russell 1000 ETF

519 hedge funds and large institutions have $14.7B invested in iShares Russell 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 145 increasing their positions, 187 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $5.4M | Put options by funds: $2.31M

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $13.9B → $14.7B (+$852M)

3% more funds holding

Funds holding: 506519 (+13)

0.51% more ownership

Funds ownership: 71.3%71.8% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

22% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 187

Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.94%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.77%
New
38
Increased
145
Reduced
187
Closed
22
Calls
$5.4M
Puts
$2.31M
Net Calls
+$3.08M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FPTW
51
Franklin, Parlapiano, Turner & Welch
Texas
$36.6M +$221K +1,654 +0.6%
CG
52
Colony Group
Massachusetts
$35.4M +$167K +1,253 +0.5%
Axa
53
Axa
France
$35.3M
Baird Financial Group
54
Baird Financial Group
Wisconsin
$33.7M -$409K -3,066 -1%
WT
55
Washington Trust
Rhode Island
$33.7M -$1.56M -11,716 -4%
CFN
56
Cordasco Financial Network
Florida
$31.9M +$935K +7,005 +3%
SB
57
Suntrust Banks
Georgia
$31.5M -$1.23M -9,177 -4%
CL
58
Choreo LLC
Illinois
$31.4M -$1.28M -9,576 -4%
JFGIW
59
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.4M +$4.03M +30,174 +16%
JWA
60
JFS Wealth Advisors
Pennsylvania
$28.5M +$1.37M +10,239 +5%
AIA
61
Arbor Investment Advisors
North Carolina
$28.1M +$130K +972 +0.5%
JP Morgan Chase
62
JP Morgan Chase
New York
$26.9M -$540K -4,045 -2%
SLT
63
St Louis Trust
Missouri
$26.6M
P
64
Pitcairn
Pennsylvania
$25.6M -$463K -3,471 -2%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$24.3M +$1.16M +8,692 +5%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$23.7M -$1.27M -9,538 -5%
MCWS
67
McKinley Carter Wealth Services
West Virginia
$22.6M +$532K +3,987 +2%
PCMK
68
Paragon Capital Management (Kansas)
Kansas
$22.4M +$784K +5,873 +4%
MWP
69
MYCIO Wealth Partners
Pennsylvania
$22.2M +$13.2K +99 +0.1%
SCM
70
Sterling Capital Management
North Carolina
$21.8M
BO
71
BRR OpCo
Ohio
$20.2M -$849K -6,363 -4%
PA
72
Parkside Advisors
California
$20M -$272K -2,035 -1%
SBSB
73
Sullivan, Bruyette, Speros & Blaney
Virginia
$19.8M -$274K -2,052 -1%
BCM
74
BTC Capital Management
Iowa
$19.8M +$1.17M +8,776 +6%
CCA
75
Conservest Capital Advisors
Pennsylvania
$19.5M -$76.2K -571 -0.4%

IWB Hedge Fund Activity: Q2 2017 in Review

519 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2017, worth a combined $14.7B — up 6.1% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IWB positions and 22 closed out — a net gain of 16 holders — while 145 added to existing stakes and 187 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $280M. The largest seller was United Services Automobile Association, cutting an estimated $267M.

  • 519 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2017, up from 506 in Q1 2017.
  • Funds reported $14.7B of iShares Russell 1000 ETF stock for Q2 2017, up 6.1% quarter-over-quarter.
  • 38 funds opened new iShares Russell 1000 ETF positions in Q2 2017 and 22 closed out, a net change of +16 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $280M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2017 was United Services Automobile Association, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2017.