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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
CCA
76
Conservest Capital Advisors
Pennsylvania
$20.6M +$368K +2,685 +2%
RJA
77
Raymond James & Associates
Florida
$20.5M +$1.57M +11,406 +8%
PA
78
Parkside Advisors
California
$20.2M -$490K -3,574 -2%
SWP
79
Stratos Wealth Partners
Ohio
$20.2M +$377K +2,749 +2%
HighTower Advisors
80
HighTower Advisors
Illinois
$20.2M +$6.24M +45,510 +46%
SBSB
81
Sullivan, Bruyette, Speros & Blaney
Virginia
$20M -$538K -3,921 -3%
Franklin Resources
82
Franklin Resources
California
$19.9M +$10.7M +78,200 +122%
Comerica Bank
83
Comerica Bank
Texas
$19.9M -$150K -1,093 -0.8%
BTS
84
BB&T Securities
Virginia
$18.3M +$611K +4,455 +4%
SI
85
Stephens Inc
Arkansas
$18M -$199K -1,452 -1%
AL
86
Aspiriant LLC
California
$17.8M -$1.22M -8,921 -7%
CB
87
Commerce Bank
Missouri
$17.1M -$627K -4,570 -4%
JWM
88
Jackson Wealth Management
Florida
$16.4M +$415K +3,024 +3%
BC
89
Brinker Capital
Pennsylvania
$16.4M +$129K +942 +0.8%
MWM
90
Modera Wealth Management
New Jersey
$16.4M -$22.4K -163 -0.1%
RTS
91
Round Table Services
New Jersey
$14.6M -$572K -4,171 -4%
WFWM
92
Wechter Feldman Wealth Management
New Jersey
$14.4M -$259K -1,887 -2%
DIP
93
DT Investment Partners
Pennsylvania
$14.2M +$450K +3,282 +3%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$14.1M -$504K -3,676 -4%
SAM
95
Silvercrest Asset Management
New York
$13.9M -$20.6K -150 -0.2%
PIM
96
Parker Investment Management
California
$13.7M
FMP
97
Financial Management Professionals
Texas
$13.5M +$235K +1,710 +2%
MML Investors Services
98
MML Investors Services
Massachusetts
$13.3M -$526K -3,834 -4%
PAG
99
Private Advisor Group
New Jersey
$13.2M -$252K -1,834 -2%
EPP
100
ETF Portfolio Partners
Kansas
$13M -$386K -2,811 -3%

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.