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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
Comerica Bank
76
Comerica Bank
Texas
$19.3M +$258K +1,931 +1%
SWP
77
Stratos Wealth Partners
Ohio
$19.2M -$154K -1,154 -0.8%
AL
78
Aspiriant LLC
California
$18.4M -$22.3M -167,075 -55%
RJA
79
Raymond James & Associates
Florida
$18.2M -$159K -1,192 -0.9%
SI
80
Stephens Inc
Arkansas
$17.6M -$1.01M -7,589 -6%
CB
81
Commerce Bank
Missouri
$17.1M +$275K +2,059 +2%
BTS
82
BB&T Securities
Virginia
$17.1M +$1.69M +12,652 +11%
MWM
83
Modera Wealth Management
New Jersey
$15.9M +$132K +990 +0.9%
BC
84
Brinker Capital
Pennsylvania
$15.7M -$9.21K -69 -0.1%
JWM
85
Jackson Wealth Management
Florida
$15.5M +$956K +7,159 +7%
RTS
86
Round Table Services
New Jersey
$14.6M -$1.54M -11,507 -10%
WFWM
87
Wechter Feldman Wealth Management
New Jersey
$14.2M +$386K +2,888 +3%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$14.1M -$121K -903 -0.9%
1GA
89
1st Global Advisors
Texas
$13.5M -$21.6K -162 -0.2%
SAM
90
Silvercrest Asset Management
New York
$13.4M +$139K +1,040 +1%
MML Investors Services
91
MML Investors Services
Massachusetts
$13.4M +$13.2M +98,827 New
HighTower Advisors
92
HighTower Advisors
Illinois
$13.3M -$7.24M -54,230 -35%
DIP
93
DT Investment Partners
Pennsylvania
$13.3M +$1.07M +8,023 +9%
PIM
94
Parker Investment Management
California
$13.2M -$321K -2,407 -2%
EPP
95
ETF Portfolio Partners
Kansas
$13M -$1.97M -14,757 -13%
FMP
96
Financial Management Professionals
Texas
$12.9M +$60.6K +454 +0.5%
PAG
97
Private Advisor Group
New Jersey
$12.8M +$1.05M +7,844 +9%
SIC
98
Sigma Investment Counselors
Michigan
$12.3M -$144K -1,082 -1%
GWS
99
Glassman Wealth Services
Virginia
$12.2M -$177K -1,327 -1%
BAAM
100
Baker Avenue Asset Management
California
$12.1M -$4.9M -36,735 -29%

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.