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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
BAAM
101
Baker Avenue Asset Management
California
$12.7M +$220K +1,601 +2%
SIC
102
Sigma Investment Counselors
Michigan
$12.4M -$357K -2,605 -3%
GWS
103
Glassman Wealth Services
Virginia
$12.3M -$247K -1,802 -2%
FNBT
104
FineMark National Bank & Trust
Florida
$12.3M +$163K +1,190 +1%
RhumbLine Advisers
105
RhumbLine Advisers
Massachusetts
$11.9M +$2.4M +17,473 +26%
JSL
106
JT Stratford LLC
Georgia
$11.4M -$210K -1,529 -2%
TIM
107
Tortoise Investment Management
New York
$10.8M -$8.92K -65 -0.1%
PFBT
108
Parkside Financial Bank & Trust
Missouri
$10.5M +$281K +2,051 +3%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$10.5M +$2.56M +18,646 +36%
Two Sigma Investments
110
Two Sigma Investments
New York
$10.1M +$6.67M +48,639 +209%
EHPM
111
Emery Howard Portfolio Management
California
$9.78M -$98.9K -721 -1%
Stifel Financial
112
Stifel Financial
Missouri
$9.59M -$139K -1,012 -1%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$9.4M +$2.85M +20,798 +45%
MA
114
Montag & Associates
Georgia
$9.3M
MFP
115
Mosaic Financial Partners
California
$8.85M
WT
116
Whittier Trust
California
$8.63M
EWM
117
Evercore Wealth Management
New York
$8.58M -$226K -1,650 -3%
OCG
118
Opus Capital Group
Ohio
$8.2M -$16.7K -122 -0.2%
SCP
119
Syntal Capital Partners
Texas
$8.15M -$274K -1,996 -3%
BO
120
BRR OpCo
Ohio
$8.15M -$12.5M -91,139 -61%
BAC
121
Boys Arnold & Co
North Carolina
$8.09M
HSA
122
HBK Sorce Advisory
Pennsylvania
$7.98M -$341K -2,487 -4%
Brown Advisory
123
Brown Advisory
Maryland
$7.84M +$2.27M +16,575 +42%
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$7.83M +$200K +1,457 +3%
RFC
125
Regions Financial Corp
Alabama
$7.81M -$276K -2,014 -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.