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iShares Russell 1000 ETF

457 hedge funds and large institutions have $12.6B invested in iShares Russell 1000 ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 174 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $11.8B → $12.6B (+$778M)

3% more funds holding in top 10

Funds holding in top 10: 6668 (+2)

3% more funds holding

Funds holding: 445457 (+12)

1.23% more ownership

Funds ownership: 69.3%70.53% (+1.2%)

24% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 174

58% less call options, than puts

Call options by funds: $15M | Put options by funds: $35.9M

Holders
457
Holders Change
+12
Holders Change %
+2.7%
% of All Funds
12.19%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.81%
New
38
Increased
132
Reduced
174
Closed
18
Calls
$15M
Puts
$35.9M
Net Calls
-$21M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PBO
151
Peoples Bank (Ohio)
Ohio
$3.44M -$171K -1,422 -5%
MHS
152
M Holdings Securities
Oregon
$3.38M -$206K -1,716 -6%
MA
153
MUFG Americas
New York
$3.32M -$159K -1,326 -5%
CL
154
CPWM LLC
Washington
$3.31M -$52.8K -439 -2%
MIAN
155
Mariner Independent Advisor Network
Kansas
$3.02M +$3.01M +25,030 New
MWP
156
MYCIO Wealth Partners
Pennsylvania
$2.95M +$5.17K +43 +0.2%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$2.93M -$118K -979 -4%
MFT
158
Moisand Fitzgerald Tamayo
Florida
$2.87M -$19.2K -160 -0.7%
TG
159
Threshold Group
Washington
$2.84M -$634K -5,277 -18%
CCT
160
Capital City Trust
Florida
$2.83M
BF
161
BOK Financial
Oklahoma
$2.74M -$17.9K -149 -0.7%
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$2.71M -$83.7K -696 -3%
ITIM
163
Indiana Trust & Investment Management
Indiana
$2.69M -$180K -1,500 -6%
AI
164
Atria Investments
North Carolina
$2.68M +$403K +3,351 +18%
UCFA
165
United Capital Financial Advisors
Texas
$2.67M -$101K -841 -4%
Prudential Financial
166
Prudential Financial
New Jersey
$2.63M -$349K -2,900 -12%
Mirae Asset Global Investments
167
Mirae Asset Global Investments
South Korea
$2.62M +$1.31M +10,867 +100%
CFP
168
Cornerstone Financial Partners
North Carolina
$2.61M +$1.27M +10,553 +95%
SWA
169
Sutton Wealth Advisors
Florida
$2.6M -$51K -424 -2%
KA
170
Klingman & Associates
New York
$2.57M -$1.2K -10 -0%
AG
171
Advisor Group
Arizona
$2.56M +$206K +1,717 +9%
MCM
172
MV Capital Management
Maryland
$2.53M -$266K -2,214 -10%
HCM
173
Hollencrest Capital Management
California
$2.52M +$40.7K +339 +2%
PFM
174
Phillips Financial Management
Indiana
$2.51M -$119K -989 -4%
Millennium Management
175
Millennium Management
New York
$2.5M -$4.18M -34,813 -63%