iShares Russell 1000 ETF
416 hedge funds and large institutions have $11.8B invested in iShares Russell 1000 ETF in 2015 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 140 increasing their positions, 132 reducing their positions, and 27 closing their positions.
133% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 27
72% more capital invested
Capital invested by funds: $6.89B → $11.8B (+$4.95B)
14% more funds holding in top 10
Funds holding in top 10: 56 → 64 (+8)
10.84% more ownership
Funds ownership: 61.21% → 72.05% (+11%)
9% more funds holding
Funds holding: 383 → 416 (+33)
6% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 132
71% less call options, than puts
Call options by funds: $2.2M | Put options by funds: $7.67M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.6B |
| 2 |
LPL Financial
San Diego,
California
|
+$180M |
| 3 |
QI
QS Investors
New York
|
+$136M |
| 4 |
AssetMark Inc
Concord,
California
|
+$121M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$49M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$26.7M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$23.5M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$8.97M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$8.17M |
IWB Hedge Fund Activity: Q4 2015 in Review
416 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2015, worth a combined $11.8B — up 72% from $6.89B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IWB positions and 27 closed out — a net gain of 36 holders — while 140 added to existing stakes and 132 trimmed.
The largest buyer was BlackRock Fund Advisors, opening a new position worth an estimated $2.6B. The largest seller was Credit Suisse, cutting an estimated $49M.
- 416 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2015, up from 383 in Q3 2015.
- Funds reported $11.8B of iShares Russell 1000 ETF stock for Q4 2015, up 72% quarter-over-quarter.
- 63 funds opened new iShares Russell 1000 ETF positions in Q4 2015 and 27 closed out, a net change of +36 holders.
- The largest iShares Russell 1000 ETF buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $2.6B added.
- The largest iShares Russell 1000 ETF seller in Q4 2015 was Credit Suisse, an estimated $49M sold.
Based on aggregated 13F filings for Q4 2015.