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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
FNBT
101
FineMark National Bank & Trust
Florida
$11.7M +$167K +1,254 +1%
JSL
102
JT Stratford LLC
Georgia
$11.3M +$5.69M +42,618 +105%
TIM
103
Tortoise Investment Management
New York
$10.4M -$77.4K -580 -0.7%
Jane Street
104
Jane Street
New York
$10.3M +$567K +4,247 +6%
PFBT
105
Parkside Financial Bank & Trust
Missouri
$9.91M +$169K +1,266 +2%
EHPM
106
Emery Howard Portfolio Management
California
$9.55M -$609K -4,565 -6%
Stifel Financial
107
Stifel Financial
Missouri
$9.42M +$856K +6,414 +10%
RhumbLine Advisers
108
RhumbLine Advisers
Massachusetts
$9.12M -$10.7M -80,505 -54%
MA
109
Montag & Associates
Georgia
$8.99M
TG
110
Threshold Group
Washington
$8.76M +$2.37M +17,734 +38%
Franklin Resources
111
Franklin Resources
California
$8.69M +$8.57M +64,215 New
MFP
112
Mosaic Financial Partners
California
$8.55M
EWM
113
Evercore Wealth Management
New York
$8.52M
HH
114
Hilltop Holdings
Texas
$8.4M +$7.2M +53,941 +660%
WT
115
Whittier Trust
California
$8.34M -$14.8K -111 -0.2%
HSA
116
HBK Sorce Advisory
Pennsylvania
$8.05M -$63.4K -475 -0.8%
OCG
117
Opus Capital Group
Ohio
$7.95M -$20.3K -152 -0.3%
RFC
118
Regions Financial Corp
Alabama
$7.82M -$766K -5,740 -9%
BAC
119
Boys Arnold & Co
North Carolina
$7.82M -$199K -1,494 -3%
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$7.38M -$315K -2,363 -4%
BFM
121
Boston Financial Management
Massachusetts
$7.3M +$922K +6,904 +15%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$7.27M +$6.68M +50,028 +1,340%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$7.11M +$4.26M +31,899 +155%
NEPWA
124
New England Private Wealth Advisors
Massachusetts
$6.77M
JIR
125
James Investment Research
Ohio
$6.63M -$1.17M -8,769 -15%

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.