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iShares Russell 1000 ETF

621 hedge funds and large institutions have $14.5B invested in iShares Russell 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 239 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $4.9M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

1% more funds holding

Funds holding: 615621 (+6)

0.27% more ownership

Funds ownership: 73.97%74.24% (+0.27%)

4% less capital invested

Capital invested by funds: $15.1B → $14.5B (-$649M)

6% less funds holding in top 10

Funds holding in top 10: 8075 (-5)

24% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 239

Holders
621
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
14.23%
Holding in Top 10
75
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.25%
% of All Funds
1.72%
New
49
Increased
181
Reduced
239
Closed
42
Calls
$17.6M
Puts
$4.9M
Net Calls
+$12.7M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
101
Sigma Investment Counselors
Michigan
$12.6M -$72.9K -480 -0.6%
WTC
102
WhitTier Trust Company
Nevada
$12.4M +$8.9M +58,573 +226%
JSL
103
JT Stratford LLC
Georgia
$11.7M -$412K -2,710 -3%
UOC
104
University of Chicago
Illinois
$11.4M +$11.8M +77,833 New
GWS
105
Glassman Wealth Services
Virginia
$11.2M -$219K -1,441 -2%
TIM
106
Tortoise Investment Management
New York
$11M -$60.8K -400 -0.5%
KP
107
Keel Point
Alabama
$10.5M +$331K +2,176 +3%
EHPM
108
Emery Howard Portfolio Management
California
$10.1M -$100K -660 -1%
PFBT
109
Parkside Financial Bank & Trust
Missouri
$10M -$382K -2,516 -4%
MA
110
Montag & Associates
Georgia
$9.77M
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$9.72M +$517K +3,405 +5%
SQA
112
Simon Quick Advisors
New Jersey
$9.66M +$9.95M +65,503 +24,260%
MFP
113
Mosaic Financial Partners
California
$9.2M +$4.68M +30,782 +97%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$9.19M -$624K -4,109 -6%
WT
115
Whittier Trust
California
$9.06M
EWM
116
Evercore Wealth Management
New York
$8.99M +$6.23K +41 +0.1%
Stifel Financial
117
Stifel Financial
Missouri
$8.73M -$1.13M -7,454 -11%
AC
118
Avestar Capital
New York
$8.69M -$1.48M -9,767 -14%
RhumbLine Advisers
119
RhumbLine Advisers
Massachusetts
$8.59M -$2.68M -17,633 -23%
OCG
120
Opus Capital Group
Ohio
$8.52M -$69.7K -459 -0.8%
Jane Street
121
Jane Street
New York
$8.26M -$26.9M -176,934 -76%
BO
122
BRR OpCo
Ohio
$8.1M -$331K -2,179 -4%
A
123
AdvicePeriod
California
$8.06M
MPPLM
124
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8.02M +$637K +4,192 +8%
PCG
125
Private Capital Group
Connecticut
$8.02M +$886K +5,831 +12%

IWB Hedge Fund Activity: Q1 2018 in Review

621 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2018, worth a combined $14.5B — down 4.3% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IWB positions and 42 closed out — a net gain of 7 holders — while 181 added to existing stakes and 239 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $179M. The largest seller was QS Investors, cutting an estimated $401M.

  • 621 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2018, up from 615 in Q4 2017.
  • Funds reported $14.5B of iShares Russell 1000 ETF stock for Q1 2018, down 4.3% quarter-over-quarter.
  • 49 funds opened new iShares Russell 1000 ETF positions in Q1 2018 and 42 closed out, a net change of +7 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2018 was HSBC Holdings, an estimated $179M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2018 was QS Investors, an estimated $401M sold.

Based on aggregated 13F filings for Q1 2018.