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iShares Russell 1000 ETF
IWB

317 hedge funds and large institutions have $6.09B invested in iShares Russell 1000 ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 112 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 10

13% more funds holding

Funds holding: 280 → 317 (+37)

13% more capital invested

Capital invested by funds: $5.42B → $6.09B (+$678M)

4% more funds holding in top 10

Funds holding in top 10: 45 → 47 (+2)

1.76% more ownership

Funds ownership: 56.24% → 58% (+1.8%)

20% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 112

32% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $3.22M

Holders
317
Holders Change
+37
Holders Change %
+13.21%
% of All Funds
9.2%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.36%
New
51
Increased
90
Reduced
112
Closed
10
Calls
$2.19M
Puts
$3.22M
Net Calls
-$1.03M
Net Calls Change
+$30.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$42.7M
2
Bank of America
Bank of America
North Carolina
+$40.1M
3
Citigroup
Citigroup
New York
+$39.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$20.2M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$17.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$73.6M
2
BIT
BlackRock Institutional Trust
California
-$28.5M
3
SG Americas Securities
SG Americas Securities
New York
-$20.8M
4
FCBT
First Citizens Bank & Trust
North Carolina
-$12.2M
5
CSIA
Charles Schwab Investment Advisory
California
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
151
Indiana Trust & Investment Management
Indiana
$1.73M – – –
CCM
152
Covington Capital Management
California
$1.73M -$204K -2,060 -11%
WP
153
WMS Partners
Maryland
$1.73M – – –
VKH
154
Virtu KCG Holdings
New York
$1.72M +$1.65M +16,673 New
KeyBank National Association
155
KeyBank National Association
Ohio
$1.72M -$30K -303 -2%
CC
156
Callan Capital
California
$1.66M +$125K +1,268 +9%
AI
157
Accredited Investors
Minnesota
$1.65M -$21.8K -220 -1%
HFS
158
HL Financial Services
Kentucky
$1.64M +$26.2K +265 +2%
HCM
159
Hollencrest Capital Management
California
$1.64M +$1.57M +15,844 New
NFM
160
North Forty Management
Washington
$1.59M – – –
NPC
161
National Planning Corporation
California
$1.56M +$45.6K +461 +3%
BPB
162
Badgley, Phelps & Bell
Washington
$1.54M +$378K +3,825 +34%
CCG
163
Cypress Capital Group
Florida
$1.52M -$334K -3,375 -19%
SYBT
164
Stock Yards Bank & Trust
Kentucky
$1.49M +$49.5K +500 +4%
MCWS
165
McKinley Carter Wealth Services
West Virginia
$1.46M -$890K -8,998 -39%
LWCFA
166
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.45M – – –
N
167
Nuveen
North Carolina
$1.43M +$1.37M +13,867 New
KFS
168
KMS Financial Services
Washington
$1.43M – – –
MCM
169
Manchester Capital Management
Vermont
$1.39M – – –
CIA
170
Choate Investment Advisors
Massachusetts
$1.39M -$34.1K -345 -3%
CAW
171
Cornerstone Advisors (Washington)
Washington
$1.37M +$168K +1,699 +15%
CWM
172
Concert Wealth Management
California
$1.37M +$47K +475 +4%
CWM
173
Cranbrook Wealth Management
Michigan
$1.36M +$1.3M +13,164 New
JWM
174
Jacobus Wealth Management
Wisconsin
$1.35M – – –
PWAP
175
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.32M – – –
5 6
7
8 9

IWB Hedge Fund Activity: Q4 2013 in Review

317 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2013, worth a combined $6.09B — up 13% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IWB positions and 10 closed out — a net gain of 41 holders — while 90 added to existing stakes and 112 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.7M. The largest seller was Goldman Sachs, cutting an estimated $73.6M.

  • 317 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2013, up from 280 in Q3 2013.
  • Funds reported $6.09B of iShares Russell 1000 ETF stock for Q4 2013, up 13% quarter-over-quarter.
  • 51 funds opened new iShares Russell 1000 ETF positions in Q4 2013 and 10 closed out, a net change of +41 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2013 was JP Morgan Chase, an estimated $42.7M added.
  • The largest iShares Russell 1000 ETF seller in Q4 2013 was Goldman Sachs, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2013.