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iShares Russell 1000 ETF

317 hedge funds and large institutions have $6.09B invested in iShares Russell 1000 ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 112 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 10

13% more funds holding

Funds holding: 280317 (+37)

13% more capital invested

Capital invested by funds: $5.42B → $6.09B (+$678M)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

1.76% more ownership

Funds ownership: 56.24%58% (+1.8%)

20% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 112

32% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $3.22M

Holders
317
Holders Change
+37
Holders Change %
+13.21%
% of All Funds
9.2%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.36%
New
51
Increased
90
Reduced
112
Closed
10
Calls
$2.19M
Puts
$3.22M
Net Calls
-$1.03M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MFP
76
Mosaic Financial Partners
California
$9.33M -$116K -1,169 -1%
EHPM
77
Emery Howard Portfolio Management
California
$8.83M +$42.1K +426 +0.5%
CG
78
Colony Group
Massachusetts
$8.31M +$7.71M +77,913 +2,922%
DIP
79
DT Investment Partners
Pennsylvania
$8.06M -$378K -3,822 -5%
WT
80
Whittier Trust
California
$7.92M -$17.3K -175 -0.2%
Comerica Bank
81
Comerica Bank
Texas
$7.9M -$375K -3,794 -5%
MA
82
Montag & Associates
Georgia
$7.81M
Barclays
83
Barclays
United Kingdom
$7.43M -$3.39M -34,313 -32%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$7.32M +$1.4M +14,200 +25%
FMP
85
Financial Management Professionals
Texas
$7.29M -$22.2K -224 -0.3%
BAC
86
Boys Arnold & Co
North Carolina
$7.1M -$228K -2,300 -3%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$7.05M +$135K +1,361 +2%
BUB
88
BBVA USA Bancshares
Texas
$7.04M +$3.76K +38 +0.1%
SCM
89
Steward Capital Management
Michigan
$6.83M -$3.46M -35,000 -35%
IC
90
Iconiq Capital
California
$6.82M -$182K -1,844 -3%
NYLIM
91
New York Life Investment Management
New York
$6.44M -$198K -2,000 -3%
M&T Bank
92
M&T Bank
New York
$6.43M -$93K -940 -1%
TIM
93
Tortoise Investment Management
New York
$6.42M -$179K -1,805 -3%
PPA
94
Parametric Portfolio Associates
Washington
$6.2M +$4.42M +44,644 +290%
HighTower Advisors
95
HighTower Advisors
Illinois
$6.19M +$2.38M +24,055 +67%
OCG
96
Opus Capital Group
Ohio
$6.18M -$47.1K -476 -0.8%
EWM
97
Evercore Wealth Management
New York
$5.9M
HCC
98
Hirtle Callaghan & Co
Pennsylvania
$5.84M
Jones Financial Companies
99
Jones Financial Companies
Missouri
$5.81M +$37K +374 +0.7%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$5.76M +$5.53M +55,872 New

IWB Hedge Fund Activity: Q4 2013 in Review

317 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2013, worth a combined $6.09B — up 13% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IWB positions and 10 closed out — a net gain of 41 holders — while 90 added to existing stakes and 112 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.7M. The largest seller was Goldman Sachs, cutting an estimated $73.6M.

  • 317 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2013, up from 280 in Q3 2013.
  • Funds reported $6.09B of iShares Russell 1000 ETF stock for Q4 2013, up 13% quarter-over-quarter.
  • 51 funds opened new iShares Russell 1000 ETF positions in Q4 2013 and 10 closed out, a net change of +41 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2013 was JP Morgan Chase, an estimated $42.7M added.
  • The largest iShares Russell 1000 ETF seller in Q4 2013 was Goldman Sachs, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2013.