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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
BFM
126
Boston Financial Management
Massachusetts
$7.63M +$70.3K +512 +0.9%
HCC
127
Hirtle Callaghan & Co
Pennsylvania
$7.58M +$7.43M +54,154 New
TG
128
Threshold Group
Washington
$7.52M -$1.51M -10,976 -17%
NEPWA
129
New England Private Wealth Advisors
Massachusetts
$7.06M +$57.5K +419 +0.8%
TRCT
130
Tower Research Capital (TRC)
New York
$6.94M +$287K +2,092 +4%
FNT
131
First National Trust
Pennsylvania
$6.56M
Two Sigma Advisers
132
Two Sigma Advisers
New York
$6.53M +$4.02M +29,300 +168%
SSB
133
Sandy Spring Bank
Maryland
$6.32M -$121K -879 -2%
UCFA
134
United Capital Financial Advisors
Texas
$5.68M +$2.24M +16,288 +67%
QCG
135
Quadrant Capital Group
Ohio
$5.61M +$2.47K +18 +0%
CGL
136
Clarius Group LLC
Washington
$5.51M
HS
137
Huntington Steele
Pennsylvania
$5.5M -$96.5K -703 -2%
CA
138
Cetera Advisors
Colorado
$5.49M +$141K +1,031 +3%
GT
139
Glenview Trust
Kentucky
$5.35M +$123K +899 +2%
PSUF
140
People's United Financial
Connecticut
$5.22M -$323K -2,357 -6%
PA
141
Paracle Advisors
Washington
$5.2M -$30.7K -224 -0.6%
Mirae Asset Global Investments
142
Mirae Asset Global Investments
South Korea
$5.19M +$82.3K +600 +2%
JIP
143
Jaffetilchin Investment Partners
Florida
$5.19M +$160K +1,165 +3%
FC
144
Fiduciary Counselling
Minnesota
$5.05M
DWM
145
Destination Wealth Management
California
$4.95M +$1,000K +7,286 +26%
DWM
146
Dakota Wealth Management
Florida
$4.72M -$214K -1,560 -4%
JFG
147
JMG Financial Group
Illinois
$4.69M -$323K -2,354 -7%
CAN
148
Cetera Advisor Networks
California
$4.5M -$310K -2,259 -7%
GT
149
Glenmede Trust
Pennsylvania
$4.5M -$618K -4,504 -12%
OFG
150
Oxford Financial Group
Indiana
$4.43M +$134K +975 +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.