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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
12.19%
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
DWM
126
Dakota Wealth Management
Florida
$4.79M -$457K -3,801 -9%
CGL
127
Clarius Group LLC
Washington
$4.75M -$66.8K -556 -1%
JFG
128
JMG Financial Group
Illinois
$4.74M
SS
129
Simplicity Solutions
Minnesota
$4.68M -$225K -1,868 -5%
MAS
130
Madden Advisory Services
Florida
$4.58M
PSUF
131
People's United Financial
Connecticut
$4.57M +$27.2K +226 +0.6%
HCIA
132
Hochman Cole Investment Advisors
Illinois
$4.55M +$31.9K +265 +0.7%
Brown Advisory
133
Brown Advisory
Maryland
$4.53M +$997K +8,298 +28%
HS
134
Huntington Steele
Pennsylvania
$4.42M +$481 +4 +0%
EPP
135
ETF Portfolio Partners
Kansas
$4.41M +$13K +108 +0.3%
FC
136
Fiduciary Counselling
Minnesota
$4.35M -$320K -2,660 -7%
HPWM
137
Highland Private Wealth Management
Washington
$4.13M -$183K -1,525 -4%
CAN
138
Cetera Advisor Networks
California
$4.09M +$364K +3,029 +10%
BFA
139
Beaumont Financial Advisors
Massachusetts
$3.99M -$619K -5,153 -13%
BUB
140
BBVA USA Bancshares
Texas
$3.96M -$13.7K -114 -0.3%
GW
141
GW & Wade
Massachusetts
$3.78M -$63.9K -532 -2%
UB
142
UMB Bank
Missouri
$3.76M -$154K -1,278 -4%
CF
143
Corrigan Financial
Rhode Island
$3.65M -$21.4K -178 -0.6%
BAM
144
Barrett Asset Management
New York
$3.58M +$33.1K +275 +0.9%
SC
145
Scotia Capital
Ontario, Canada
$3.57M +$101K +840 +3%
PWAP
146
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.55M +$40.3K +335 +1%
MFS
147
MSI Financial Services
Massachusetts
$3.49M +$2.15M +17,916 +162%
AIC
148
Ayalon Insurance Company
Israel
$3.46M +$3.45M +28,700 New
BPB
149
Badgley, Phelps & Bell
Washington
$3.45M +$385K +3,205 +13%
BWM
150
Braver Wealth Management
Massachusetts
$3.45M -$172K -1,430 -5%