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iShares Russell 1000 ETF

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,252% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $2.38M

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

2% more funds holding

Funds holding: 622636 (+14)

5% more capital invested

Capital invested by funds: $14.9B → $15.6B (+$723M)

0.82% more ownership

Funds ownership: 73.14%73.96% (+0.82%)

1% less funds holding in top 10

Funds holding in top 10: 7271 (-1)

19% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 213

Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.54%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.62%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
151
WesBanco Bank
West Virginia
$5.98M -$267K -1,682 -4%
JIP
152
Jaffetilchin Investment Partners
Florida
$5.94M +$7.62K +48 +0.1%
FC
153
Fiduciary Counselling
Minnesota
$5.64M -$100K -630 -2%
JFG
154
JMG Financial Group
Illinois
$5.61M -$82.1K -517 -1%
BPB
155
Badgley, Phelps & Bell
Washington
$5.53M +$182K +1,148 +3%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$5.5M -$9.12M -57,459 -63%
OMC
157
Old Mission Capital
Illinois
$5.44M +$5.34M +33,656 New
BSW
158
Buckingham Strategic Wealth
Missouri
$5.36M +$48.1K +303 +0.9%
K
159
Kemper
Illinois
$5.29M
UB
160
UMB Bank
Missouri
$5.24M -$709K -4,469 -12%
PMFA
161
Plante Moran Financial Advisors
Michigan
$5.24M -$490K -3,090 -9%
MA
162
MUFG Americas
New York
$5M +$201K +1,266 +4%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$4.98M -$61.9K -390 -1%
BUB
164
BBVA USA Bancshares
Texas
$4.97M +$177K +1,112 +4%
CG
165
Caprock Group
Idaho
$4.9M +$317 +2 +0%
APA
166
American Portfolios Advisors
New York
$4.84M +$3.78M +23,793 +389%
OFG
167
Oxford Financial Group
Indiana
$4.79M -$73.8K -465 -2%
MAS
168
Madden Advisory Services
Florida
$4.76M
FB
169
Fulton Bank
Pennsylvania
$4.74M +$50K +315 +1%
BAM
170
Barrett Asset Management
New York
$4.73M +$11.9K +75 +0.3%
SCP
171
Syntal Capital Partners
Texas
$4.73M -$78.9K -497 -2%
Brown Advisory
172
Brown Advisory
Maryland
$4.7M -$31.1K -196 -0.7%
AIA
173
Arcadia Investment Advisors
Idaho
$4.6M -$87.3K -550 -2%
CCT
174
Capital City Trust
Florida
$4.58M -$29.4K -185 -0.6%
HPWM
175
Highland Private Wealth Management
Washington
$4.47M -$68.3K -430 -2%

IWB Hedge Fund Activity: Q3 2018 in Review

636 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2018, worth a combined $15.6B — up 4.9% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IWB positions and 37 closed out — a net gain of 18 holders — while 173 added to existing stakes and 213 trimmed.

The largest buyer was QS Investors, adding an estimated $270M. The largest seller was BlackRock, cutting an estimated $469M.

  • 636 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2018, up from 622 in Q2 2018.
  • Funds reported $15.6B of iShares Russell 1000 ETF stock for Q3 2018, up 4.9% quarter-over-quarter.
  • 55 funds opened new iShares Russell 1000 ETF positions in Q3 2018 and 37 closed out, a net change of +18 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2018 was QS Investors, an estimated $270M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2018 was BlackRock, an estimated $469M sold.

Based on aggregated 13F filings for Q3 2018.