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iShares Russell 1000 ETF

525 hedge funds and large institutions have $14.1B invested in iShares Russell 1000 ETF in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 162 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $8.76M | Put options by funds: $2.1M

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

1% more funds holding

Funds holding: 519525 (+6)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

0.25% less ownership

Funds ownership: 71.8%71.55% (-0.25%)

5% less capital invested

Capital invested by funds: $14.7B → $14.1B (-$667M)

13% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 186

Holders
525
Holders Change
+6
Holders Change %
+1.16%
% of All Funds
13.09%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.77%
New
37
Increased
162
Reduced
186
Closed
27
Calls
$8.76M
Puts
$2.1M
Net Calls
+$6.66M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
FPTW
51
Franklin, Parlapiano, Turner & Welch
Texas
$40.5M +$2.64M +19,230 +7%
BFPW
52
BOK Financial Private Wealth
Colorado
$38.5M -$636K -4,636 -2%
TMNFIC
53
Tokio Marine & Nichido Fire Insurance Company
Japan
$38.5M
BJL
54
Brighton Jones LLC
Washington
$37.3M -$1.41M -10,246 -4%
Axa
55
Axa
France
$36.5M
CG
56
Colony Group
Massachusetts
$36M -$553K -4,027 -2%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$35.5M +$663K +4,829 +2%
WT
58
Washington Trust
Rhode Island
$34.1M -$642K -4,678 -2%
Citadel Advisors
59
Citadel Advisors
Florida
$33.1M +$29.3M +213,556 +937%
CFN
60
Cordasco Financial Network
Florida
$32.3M -$596K -4,340 -2%
SB
61
Suntrust Banks
Georgia
$32.1M -$417K -3,037 -1%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$31.9M +$8.34M +60,805 +36%
CL
63
Choreo LLC
Illinois
$31.5M -$976K -7,111 -3%
JWA
64
JFS Wealth Advisors
Pennsylvania
$31.2M +$1.68M +12,262 +6%
JFGIW
65
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.3M -$105K -768 -0.4%
AIA
66
Arbor Investment Advisors
North Carolina
$29.5M +$485K +3,538 +2%
CS
67
Credit Suisse
Switzerland
$28.4M +$27.9M +203,189 New
SLT
68
St Louis Trust
Missouri
$27.5M -$3.71K -27 -0%
P
69
Pitcairn
Pennsylvania
$26.6M +$171K +1,244 +0.7%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$25.3M +$185K +1,350 +0.8%
MWP
71
MYCIO Wealth Partners
Pennsylvania
$23.7M +$795K +5,795 +4%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$22.7M -$1.72M -12,507 -7%
SCM
73
Sterling Capital Management
North Carolina
$22.6M
PCMK
74
Paragon Capital Management (Kansas)
Kansas
$21.5M -$1.63M -11,846 -7%
BCM
75
BTC Capital Management
Iowa
$21M +$475K +3,460 +2%

IWB Hedge Fund Activity: Q3 2017 in Review

525 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2017, worth a combined $14.1B — down 4.5% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IWB positions and 27 closed out — a net gain of 10 holders — while 162 added to existing stakes and 186 trimmed.

The largest buyer was Allstate Corporation, opening a new position worth an estimated $233M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $354M.

  • 525 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2017, up from 519 in Q2 2017.
  • Funds reported $14.1B of iShares Russell 1000 ETF stock for Q3 2017, down 4.5% quarter-over-quarter.
  • 37 funds opened new iShares Russell 1000 ETF positions in Q3 2017 and 27 closed out, a net change of +10 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2017 was Allstate Corporation, an estimated $233M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2017.