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iShares Russell 1000 ETF

621 hedge funds and large institutions have $14.5B invested in iShares Russell 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 239 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $4.9M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

1% more funds holding

Funds holding: 615621 (+6)

0.27% more ownership

Funds ownership: 73.97%74.24% (+0.27%)

4% less capital invested

Capital invested by funds: $15.1B → $14.5B (-$649M)

6% less funds holding in top 10

Funds holding in top 10: 8075 (-5)

24% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 239

Holders
621
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
14.23%
Holding in Top 10
75
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.25%
% of All Funds
1.72%
New
49
Increased
181
Reduced
239
Closed
42
Calls
$17.6M
Puts
$4.9M
Net Calls
+$12.7M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
51
Axa
France
$38.4M
Baird Financial Group
52
Baird Financial Group
Wisconsin
$37.9M +$255K +1,679 +0.7%
BFPW
53
BOK Financial Private Wealth
Colorado
$37.7M -$2M -13,163 -5%
BJL
54
Brighton Jones LLC
Washington
$36.3M -$457K -3,011 -1%
WT
55
Washington Trust
Rhode Island
$35.5M +$49.4K +325 +0.1%
CG
56
Colony Group
Massachusetts
$35.3M -$1.51M -9,921 -4%
JFGIW
57
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33M +$1.4M +9,213 +4%
CFN
58
Cordasco Financial Network
Florida
$32.9M -$1.31M -8,618 -4%
LSAG
59
Lake Street Advisors Group
New Hampshire
$31.7M -$795K -5,230 -2%
CL
60
Choreo LLC
Illinois
$31.3M -$1.77M -11,674 -5%
JP Morgan Chase
61
JP Morgan Chase
New York
$30.6M -$39.7K -261 -0.1%
AIA
62
Arbor Investment Advisors
North Carolina
$30.4M -$228K -1,502 -0.7%
SB
63
Suntrust Banks
Georgia
$29.9M -$1.31M -8,638 -4%
JWA
64
JFS Wealth Advisors
Pennsylvania
$29M -$3.8M -24,979 -11%
SLT
65
St Louis Trust
Missouri
$28.5M -$259K -1,702 -0.9%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$28.2M +$612K +4,025 +2%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$25.7M +$1.91M +12,566 +8%
HighTower Advisors
68
HighTower Advisors
Illinois
$25.4M +$4.16M +27,412 +19%
DC
69
Derby & Company
Massachusetts
$25M +$2.9M +19,077 +13%
MWP
70
MYCIO Wealth Partners
Pennsylvania
$23.9M -$771K -5,075 -3%
P
71
Pitcairn
Pennsylvania
$23.8M -$3.04M -20,019 -11%
SCM
72
Sterling Capital Management
North Carolina
$23.7M -$139K -915 -0.6%
Franklin Resources
73
Franklin Resources
California
$22.6M +$4.16M +27,400 +22%
PCMK
74
Paragon Capital Management (Kansas)
Kansas
$22.6M -$356K -2,345 -2%
BCM
75
BTC Capital Management
Iowa
$22.6M +$46.9K +309 +0.2%

IWB Hedge Fund Activity: Q1 2018 in Review

621 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2018, worth a combined $14.5B — down 4.3% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IWB positions and 42 closed out — a net gain of 7 holders — while 181 added to existing stakes and 239 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $179M. The largest seller was QS Investors, cutting an estimated $401M.

  • 621 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2018, up from 615 in Q4 2017.
  • Funds reported $14.5B of iShares Russell 1000 ETF stock for Q1 2018, down 4.3% quarter-over-quarter.
  • 49 funds opened new iShares Russell 1000 ETF positions in Q1 2018 and 42 closed out, a net change of +7 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2018 was HSBC Holdings, an estimated $179M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2018 was QS Investors, an estimated $401M sold.

Based on aggregated 13F filings for Q1 2018.