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iShares Russell 1000 ETF

445 hedge funds and large institutions have $11.8B invested in iShares Russell 1000 ETF in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 160 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

3% more funds holding

Funds holding: 433445 (+12)

2% more capital invested

Capital invested by funds: $11.6B → $11.8B (+$270M)

1.55% less ownership

Funds ownership: 70.85%69.3% (-1.5%)

6% less funds holding in top 10

Funds holding in top 10: 7066 (-4)

23% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 160

87% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $36.4M

Holders
445
Holders Change
+12
Holders Change %
+2.77%
% of All Funds
11.87%
Holding in Top 10
66
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.71%
% of All Funds
1.76%
New
40
Increased
123
Reduced
160
Closed
21
Calls
$4.62M
Puts
$36.4M
Net Calls
-$31.8M
Net Calls Change
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
151
Brown Advisory
Maryland
$3.42M
PWAP
152
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.41M +$27.8K +241 +0.8%
MA
153
MUFG Americas
New York
$3.38M -$42.9K -372 -1%
TG
154
Threshold Group
Washington
$3.38M +$126K +1,095 +4%
SC
155
Scotia Capital
Ontario, Canada
$3.38M +$1.27M +10,987 +62%
EA
156
Emerald Acquisition
Washington
$3.27M +$3.23M +28,000 New
CL
157
CPWM LLC
Washington
$3.26M -$208K -1,808 -6%
Stifel Financial
158
Stifel Financial
Missouri
$3.25M +$398K +3,451 +14%
BPB
159
Badgley, Phelps & Bell
Washington
$2.98M +$133K +1,153 +5%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$2.96M -$281K -2,437 -9%
Prudential Financial
161
Prudential Financial
New Jersey
$2.89M -$899K -7,800 -24%
MWP
162
MYCIO Wealth Partners
Pennsylvania
$2.86M
MFT
163
Moisand Fitzgerald Tamayo
Florida
$2.8M -$100K -868 -3%
ITIM
164
Indiana Trust & Investment Management
Indiana
$2.78M +$450K +3,900 +20%
CCT
165
Capital City Trust
Florida
$2.74M
MCM
166
MV Capital Management
Maryland
$2.71M
Kayne Anderson Rudnick Investment Management
167
Kayne Anderson Rudnick Investment Management
California
$2.71M -$42.1K -365 -2%
UCFA
168
United Capital Financial Advisors
Texas
$2.69M -$1.04M -9,044 -28%
BF
169
BOK Financial
Oklahoma
$2.67M -$246K -2,135 -9%
PFM
170
Phillips Financial Management
Indiana
$2.66M -$12.2K -106 -0.5%
SWA
171
Sutton Wealth Advisors
Florida
$2.57M +$13.8K +120 +0.5%
Jane Street
172
Jane Street
New York
$2.55M -$671K -5,819 -21%
KA
173
Klingman & Associates
New York
$2.49M
HCA
174
Harbour Capital Advisors
Virginia
$2.4M -$17.3K -150 -0.7%
HCM
175
Hollencrest Capital Management
California
$2.4M

IWB Hedge Fund Activity: Q2 2016 in Review

445 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2016, worth a combined $11.8B — up 2.3% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IWB positions and 21 closed out — a net gain of 19 holders — while 123 added to existing stakes and 160 trimmed.

The largest buyer was Nippon Life Insurance, opening a new position worth an estimated $212M. The largest seller was LPL Financial, cutting an estimated $174M.

  • 445 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2016, up from 433 in Q1 2016.
  • Funds reported $11.8B of iShares Russell 1000 ETF stock for Q2 2016, up 2.3% quarter-over-quarter.
  • 40 funds opened new iShares Russell 1000 ETF positions in Q2 2016 and 21 closed out, a net change of +19 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2016 was Nippon Life Insurance, an estimated $212M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2016 was LPL Financial, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2016.