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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
GT
101
Glenmede Trust
Pennsylvania
$5.66M +$539K +5,448 +11%
RJA
102
Raymond James & Associates
Florida
$5.64M +$24.9K +252 +0.5%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$5.64M +$1.39M +14,010 +34%
SSB
104
Sandy Spring Bank
Maryland
$5.34M -$33.6K -340 -0.7%
SHA
105
Smith Hayes Advisers
Nebraska
$5.16M +$30.4K +307 +0.6%
LS
106
Lattice Strategies
Pennsylvania
$5.07M -$313K -3,160 -6%
GF
107
Gerstein Fisher
New York
$5.06M +$15.6M +157,874 +107%
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$4.88M +$2.14M +21,680 +85%
PSUF
109
People's United Financial
Connecticut
$4.51M +$76.9K +777 +2%
PI
110
Placemark Investments
Illinois
$4.38M +$183K +1,847 +5%
WTC
111
WhitTier Trust Company
Nevada
$4.28M
CWA
112
Convergent Wealth Advisors
Maryland
$4.27M +$4.09M +41,392 New
NEPWA
113
New England Private Wealth Advisors
Massachusetts
$3.95M
PFBT
114
Parkside Financial Bank & Trust
Missouri
$3.75M -$83K -839 -2%
VC
115
Vicus Capital
Pennsylvania
$3.74M +$3.59M +36,253 New
GW
116
GW & Wade
Massachusetts
$3.71M +$78.3K +791 +2%
BFM
117
Boston Financial Management
Massachusetts
$3.68M +$467K +4,717 +15%
FNBT
118
FineMark National Bank & Trust
Florida
$3.66M +$1.18M +11,957 +51%
JFG
119
JMG Financial Group
Illinois
$3.62M
PAG
120
Private Advisor Group
New Jersey
$3.54M +$3.4M +34,351 New
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
$3.5M +$88.2K +892 +3%
CCT
122
Capital City Trust
Florida
$3.23M -$3.34M -33,785 -52%
ACM
123
Azimuth Capital Management
Michigan
$3.05M -$250K -2,525 -8%
HS
124
Huntington Steele
Pennsylvania
$3.02M +$270K +2,731 +10%
MA
125
MUFG Americas
New York
$2.85M -$71.5K -723 -3%

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.