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iShares Russell 1000 ETF

525 hedge funds and large institutions have $14.1B invested in iShares Russell 1000 ETF in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 162 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $8.76M | Put options by funds: $2.1M

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

1% more funds holding

Funds holding: 519525 (+6)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

0.25% less ownership

Funds ownership: 71.8%71.55% (-0.25%)

5% less capital invested

Capital invested by funds: $14.7B → $14.1B (-$667M)

13% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 186

Holders
525
Holders Change
+6
Holders Change %
+1.16%
% of All Funds
13.09%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.77%
New
37
Increased
162
Reduced
186
Closed
27
Calls
$8.76M
Puts
$2.1M
Net Calls
+$6.66M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$4.41M +$140K +1,019 +3%
BUB
152
BBVA USA Bancshares
Texas
$4.4M -$83.6K -609 -2%
UB
153
UMB Bank
Missouri
$4.36M -$6.17K -45 -0.1%
Cerity Partners
154
Cerity Partners
New York
$4.29M +$4.21M +30,702 New
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$4.24M +$242K +1,763 +6%
GW
156
GW & Wade
Massachusetts
$4.22M -$265K -1,931 -6%
CG
157
Caprock Group
Idaho
$4.21M +$137 +1 +0%
FB
158
Fulton Bank
Pennsylvania
$4.18M -$11.8K -86 -0.3%
AG
159
Advisor Group
Arizona
$4.12M +$387K +2,818 +11%
MAS
160
Madden Advisory Services
Florida
$4.11M
BAM
161
Barrett Asset Management
New York
$4.1M -$66.8K -487 -2%
HPWM
162
Highland Private Wealth Management
Washington
$4.04M -$35.4K -258 -0.9%
RA
163
RFG Advisory
Alabama
$4.01M +$699K +5,096 +22%
PA
164
Parallel Advisors
California
$3.88M -$223K -1,623 -6%
HPC
165
HM Payson & Co
Maine
$3.88M +$150K +1,092 +4%
WTC
166
WhitTier Trust Company
Nevada
$3.87M -$741K -5,397 -16%
CCT
167
Capital City Trust
Florida
$3.86M
DCM
168
Dearborn Capital Management
Illinois
$3.84M -$1.34M -9,745 -26%
PBO
169
Peoples Bank (Ohio)
Ohio
$3.81M -$16.2K -118 -0.4%
BPB
170
Badgley, Phelps & Bell
Washington
$3.79M +$138K +1,003 +4%
HCIA
171
Hochman Cole Investment Advisors
Illinois
$3.73M -$320K -2,333 -8%
FAAS
172
First Allied Advisory Services
California
$3.65M -$339K -2,473 -9%
MA
173
MUFG Americas
New York
$3.64M +$26.2K +191 +0.7%
CL
174
CPWM LLC
Washington
$3.59M -$39.8K -290 -1%
SG Americas Securities
175
SG Americas Securities
New York
$3.58M +$401K +2,921 +13%

IWB Hedge Fund Activity: Q3 2017 in Review

525 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2017, worth a combined $14.1B — down 4.5% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IWB positions and 27 closed out — a net gain of 10 holders — while 162 added to existing stakes and 186 trimmed.

The largest buyer was Allstate Corporation, opening a new position worth an estimated $233M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $354M.

  • 525 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2017, up from 519 in Q2 2017.
  • Funds reported $14.1B of iShares Russell 1000 ETF stock for Q3 2017, down 4.5% quarter-over-quarter.
  • 37 funds opened new iShares Russell 1000 ETF positions in Q3 2017 and 27 closed out, a net change of +10 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2017 was Allstate Corporation, an estimated $233M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2017.