We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,252% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $2.38M

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

2% more funds holding

Funds holding: 622636 (+14)

5% more capital invested

Capital invested by funds: $14.9B → $15.6B (+$723M)

0.82% more ownership

Funds ownership: 73.14%73.96% (+0.82%)

1% less funds holding in top 10

Funds holding in top 10: 7271 (-1)

19% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 213

Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.54%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.62%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
JSL
101
JT Stratford LLC
Georgia
$13.1M +$109K +688 +0.9%
SIC
102
Sigma Investment Counselors
Michigan
$13.1M -$363K -2,290 -3%
Two Sigma Investments
103
Two Sigma Investments
New York
$12.6M +$6.64M +41,840 +115%
GWS
104
Glassman Wealth Services
Virginia
$12.4M +$52.9K +333 +0.4%
TEE
105
Tibra Equities Europe
United Kingdom
$12.3M +$9.36M +58,954 +342%
TIM
106
Tortoise Investment Management
New York
$12M -$41.9K -264 -0.4%
PAG
107
Private Advisor Group
New Jersey
$11.7M +$4.96M +31,239 +76%
PFBT
108
Parkside Financial Bank & Trust
Missouri
$11.5M +$583K +3,675 +5%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$11.1M -$240K -1,511 -2%
EHPM
110
Emery Howard Portfolio Management
California
$10.8M -$66.7K -420 -0.6%
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$10.8M +$5.24K +33 +0%
MA
112
Montag & Associates
Georgia
$10.8M
RTS
113
Round Table Services
New Jersey
$10.8M -$3.85M -24,278 -27%
WT
114
Whittier Trust
California
$10.6M +$8.89K +56 +0.1%
SQA
115
Simon Quick Advisors
New Jersey
$10.6M +$476 +3 +0%
KP
116
Keel Point
Alabama
$10.4M +$329K +2,072 +3%
EWM
117
Evercore Wealth Management
New York
$10.3M +$246K +1,550 +2%
Stifel Financial
118
Stifel Financial
Missouri
$9.95M +$85.7K +540 +0.9%
OCG
119
Opus Capital Group
Ohio
$9.37M -$5.08K -32 -0.1%
AC
120
Avestar Capital
New York
$9.33M +$192K +1,209 +2%
A
121
AdvicePeriod
California
$8.87M
HCC
122
Hirtle Callaghan & Co
Pennsylvania
$8.76M
BO
123
BRR OpCo
Ohio
$8.58M -$75.4K -475 -0.9%
WFWM
124
Wechter Feldman Wealth Management
New Jersey
$8.51M -$6.7M -42,200 -45%
Millennium Management
125
Millennium Management
New York
$8.34M +$1.2M +7,545 +17%

IWB Hedge Fund Activity: Q3 2018 in Review

636 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2018, worth a combined $15.6B — up 4.9% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IWB positions and 37 closed out — a net gain of 18 holders — while 173 added to existing stakes and 213 trimmed.

The largest buyer was QS Investors, adding an estimated $270M. The largest seller was BlackRock, cutting an estimated $469M.

  • 636 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2018, up from 622 in Q2 2018.
  • Funds reported $15.6B of iShares Russell 1000 ETF stock for Q3 2018, up 4.9% quarter-over-quarter.
  • 55 funds opened new iShares Russell 1000 ETF positions in Q3 2018 and 37 closed out, a net change of +18 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2018 was QS Investors, an estimated $270M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2018 was BlackRock, an estimated $469M sold.

Based on aggregated 13F filings for Q3 2018.