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iShares Russell 1000 ETF

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,252% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $2.38M

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

2% more funds holding

Funds holding: 622636 (+14)

5% more capital invested

Capital invested by funds: $14.9B → $15.6B (+$723M)

0.82% more ownership

Funds ownership: 73.14%73.96% (+0.82%)

1% less funds holding in top 10

Funds holding in top 10: 7271 (-1)

19% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 213

Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.54%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.62%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
51
Brighton Jones LLC
Washington
$39.8M -$49.5K -312 -0.1%
CG
52
Colony Group
Massachusetts
$39M +$74.6K +470 +0.2%
LSAG
53
Lake Street Advisors Group
New Hampshire
$38.4M -$5.83M -36,703 -13%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$38.4M +$6.85M +43,168 +22%
BFPW
55
BOK Financial Private Wealth
Colorado
$38.2M -$1.96M -12,324 -5%
WT
56
Washington Trust
Rhode Island
$38.2M -$653K -4,117 -2%
GFPC
57
Global Financial Private Capital
Florida
$37.9M +$3.48M +21,946 +10%
CFN
58
Cordasco Financial Network
Florida
$35.1M -$374K -2,354 -1%
AIA
59
Arbor Investment Advisors
North Carolina
$34.4M +$170K +1,074 +0.5%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$33.4M -$9.15M -57,663 -22%
CL
61
Choreo LLC
Illinois
$33M -$860K -5,421 -3%
JWA
62
JFS Wealth Advisors
Pennsylvania
$32.5M -$492K -3,097 -2%
JP Morgan Chase
63
JP Morgan Chase
New York
$32.1M -$9.2M -57,980 -23%
SLT
64
St Louis Trust
Missouri
$31.5M -$11.4K -72 -0%
CIM
65
CenturyLink Investment Management
Colorado
$29.8M +$29.3M +184,400 New
SB
66
Suntrust Banks
Georgia
$29.7M -$429K -2,704 -1%
DC
67
Derby & Company
Massachusetts
$29M +$427K +2,688 +2%
MWP
68
MYCIO Wealth Partners
Pennsylvania
$26.9M +$248K +1,562 +0.9%
SCM
69
Sterling Capital Management
North Carolina
$26.1M
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$25.9M -$1.19M -7,521 -4%
BTS
71
BB&T Securities
Virginia
$24.9M +$785K +4,945 +3%
Franklin Resources
72
Franklin Resources
California
$24.7M +$2.63M +16,600 +12%
RJA
73
Raymond James & Associates
Florida
$23.4M +$187K +1,177 +0.8%
CCA
74
Conservest Capital Advisors
Pennsylvania
$23.1M +$658K +4,143 +3%
CB
75
Commerce Bank
Missouri
$21.5M +$420K +2,644 +2%

IWB Hedge Fund Activity: Q3 2018 in Review

636 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2018, worth a combined $15.6B — up 4.9% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IWB positions and 37 closed out — a net gain of 18 holders — while 173 added to existing stakes and 213 trimmed.

The largest buyer was QS Investors, adding an estimated $270M. The largest seller was BlackRock, cutting an estimated $469M.

  • 636 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2018, up from 622 in Q2 2018.
  • Funds reported $15.6B of iShares Russell 1000 ETF stock for Q3 2018, up 4.9% quarter-over-quarter.
  • 55 funds opened new iShares Russell 1000 ETF positions in Q3 2018 and 37 closed out, a net change of +18 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2018 was QS Investors, an estimated $270M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2018 was BlackRock, an estimated $469M sold.

Based on aggregated 13F filings for Q3 2018.