We are live on ! Find out more
IWB icon

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
PA
76
Parkside Advisors
California
$21.3M -$408K -2,570 -2%
HighTower Advisors
77
HighTower Advisors
Illinois
$21.2M -$2.42M -15,258 -10%
P
78
Pitcairn
Pennsylvania
$21M -$2.65M -16,711 -11%
SBSB
79
Sullivan, Bruyette, Speros & Blaney
Virginia
$20.5M -$190K -1,196 -0.9%
MML Investors Services
80
MML Investors Services
Massachusetts
$20.1M +$1.72M +10,856 +10%
SI
81
Stephens Inc
Arkansas
$19.6M -$2.63M -16,576 -12%
Comerica Bank
82
Comerica Bank
Texas
$19.4M -$408K -2,571 -2%
BC
83
Brinker Capital
Pennsylvania
$18M +$18.4K +116 +0.1%
DIP
84
DT Investment Partners
Pennsylvania
$17.8M -$335K -2,113 -2%
BCM
85
BTC Capital Management
Iowa
$17.4M +$17.1M +107,659 New
MWM
86
Modera Wealth Management
New Jersey
$16.9M -$137K -864 -0.8%
FMP
87
Financial Management Professionals
Texas
$16.5M -$1.05M -6,606 -6%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$16.1M +$1.14M +7,165 +8%
HC
89
Hamilton Capital
Ohio
$16M
FNBT
90
FineMark National Bank & Trust
Florida
$15.9M +$1.31M +8,276 +9%
EPP
91
ETF Portfolio Partners
Kansas
$15.9M -$5.24K -33 -0%
PIM
92
Parker Investment Management
California
$15.9M
AL
93
Aspiriant LLC
California
$15.5M -$976K -6,149 -6%
PCMK
94
Paragon Capital Management (Kansas)
Kansas
$15.3M +$14.6M +92,260 +3,463%
SAM
95
Silvercrest Asset Management
New York
$14.9M -$167K -1,050 -1%
IC
96
Iconiq Capital
California
$14.9M -$793K -4,996 -5%
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$14.3M -$4.63M -29,159 -25%
WTC
98
WhitTier Trust Company
Nevada
$13.7M
SWP
99
Stratos Wealth Partners
Ohio
$13.5M -$8.26M -52,028 -38%
JFGIW
100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.3M -$22.5M -141,915 -63%

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.