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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
NEPWA
126
New England Private Wealth Advisors
Massachusetts
$8.27M +$35.7K +225 +0.4%
BAC
127
Boys Arnold & Co
North Carolina
$8.2M -$64K -403 -0.8%
TA
128
Tiedemann Advisors
New York
$8.05M +$199K +1,251 +3%
PCG
129
Private Capital Group
Connecticut
$7.81M -$326K -2,052 -4%
DWM
130
Destination Wealth Management
California
$7.77M +$485K +3,054 +7%
MPPLM
131
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.74M -$175K -1,100 -2%
CAN
132
Cetera Advisor Networks
California
$7.58M +$2.17M +13,676 +41%
William Blair & Company
133
William Blair & Company
Illinois
$7.48M +$2.09M +13,185 +40%
CF
134
Copperwynd Financial
Arizona
$7.45M -$12.5K -79 -0.2%
BFM
135
Boston Financial Management
Massachusetts
$7.21M -$235K -1,482 -3%
GT
136
Glenmede Trust
Pennsylvania
$7.13M +$7M +44,075 New
SSB
137
Sandy Spring Bank
Maryland
$7.06M +$136K +855 +2%
JIR
138
James Investment Research
Ohio
$6.93M +$2.87M +18,107 +73%
GW
139
GW & Wade
Massachusetts
$6.89M +$142K +895 +2%
AG
140
Advisor Group
Arizona
$6.83M +$1.88M +11,842 +39%
UCFA
141
United Capital Financial Advisors
Texas
$6.77M +$218K +1,371 +3%
Mirae Asset Global Investments
142
Mirae Asset Global Investments
South Korea
$6.69M -$27.9K -176 -0.4%
Capital Fund Management (CFM)
143
Capital Fund Management (CFM)
France
$6.63M +$4.52M +28,500 +229%
HSA
144
HBK Sorce Advisory
Pennsylvania
$6.46M -$88.4K -557 -1%
CGL
145
Clarius Group LLC
Washington
$6.37M
GT
146
Glenview Trust
Kentucky
$6.26M -$170K -1,069 -3%
QCG
147
Quadrant Capital Group
Ohio
$6.23M
JWM
148
Jackson Wealth Management
Florida
$6.18M +$118K +745 +2%
DWM
149
Dakota Wealth Management
Florida
$6.01M +$87.5K +551 +2%
PA
150
Paracle Advisors
Washington
$5.99M -$269K -1,695 -4%

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.