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iShares Russell 1000 ETF

457 hedge funds and large institutions have $12.6B invested in iShares Russell 1000 ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 174 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $11.8B → $12.6B (+$778M)

3% more funds holding in top 10

Funds holding in top 10: 6668 (+2)

3% more funds holding

Funds holding: 445457 (+12)

1.23% more ownership

Funds ownership: 69.3%70.53% (+1.2%)

24% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 174

58% less call options, than puts

Call options by funds: $15M | Put options by funds: $35.9M

Holders
457
Holders Change
+12
Holders Change %
+2.7%
% of All Funds
12.2%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.81%
New
38
Increased
132
Reduced
174
Closed
18
Calls
$15M
Puts
$35.9M
Net Calls
-$21M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
101
Old National Bancorp
Indiana
$9.08M
FNBT
102
FineMark National Bank & Trust
Florida
$9.02M +$191K +1,589 +2%
MA
103
Montag & Associates
Georgia
$8.69M -$120K -1,000 -1%
WT
104
Whittier Trust
California
$8M -$12K -100 -0.2%
MFP
105
Mosaic Financial Partners
California
$7.69M -$9.98K -83 -0.1%
RFC
106
Regions Financial Corp
Alabama
$7.63M +$413K +3,438 +6%
HSA
107
HBK Sorce Advisory
Pennsylvania
$7.39M -$80.8K -672 -1%
EWM
108
Evercore Wealth Management
New York
$7.29M +$186K +1,550 +3%
OCG
109
Opus Capital Group
Ohio
$7.22M -$18.8K -156 -0.3%
BAC
110
Boys Arnold & Co
North Carolina
$7.05M -$46.5K -387 -0.7%
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$6.92M +$857K +7,130 +14%
PFBT
112
Parkside Financial Bank & Trust
Missouri
$6.75M +$442K +3,679 +7%
Stifel Financial
113
Stifel Financial
Missouri
$6.74M +$3.39M +28,187 +102%
HCC
114
Hirtle Callaghan & Co
Pennsylvania
$6.52M
JIP
115
Jaffetilchin Investment Partners
Florida
$6.46M +$38.8K +323 +0.6%
FNT
116
First National Trust
Pennsylvania
$6.12M
NEPWA
117
New England Private Wealth Advisors
Massachusetts
$5.96M +$31.1K +259 +0.5%
SSB
118
Sandy Spring Bank
Maryland
$5.85M -$67.8K -564 -1%
BFM
119
Boston Financial Management
Massachusetts
$5.66M -$119K -987 -2%
PAG
120
Private Advisor Group
New Jersey
$5.58M -$4.73M -39,364 -46%
GT
121
Glenmede Trust
Pennsylvania
$5.28M +$194K +1,617 +4%
PA
122
Paracle Advisors
Washington
$5.24M -$119K -994 -2%
QCG
123
Quadrant Capital Group
Ohio
$5.24M +$76.3K +635 +1%
BA
124
BlackRock Advisors
Delaware
$5.08M +$597K +4,971 +13%
WTC
125
WhitTier Trust Company
Nevada
$5M