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iShares Russell 1000 ETF
IWB

317 hedge funds and large institutions have $6.09B invested in iShares Russell 1000 ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 112 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 10

13% more funds holding

Funds holding: 280 → 317 (+37)

13% more capital invested

Capital invested by funds: $5.42B → $6.09B (+$678M)

4% more funds holding in top 10

Funds holding in top 10: 45 → 47 (+2)

1.76% more ownership

Funds ownership: 56.24% → 58% (+1.8%)

20% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 112

32% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $3.22M

Holders
317
Holders Change
+37
Holders Change %
+13.21%
% of All Funds
9.2%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.36%
New
51
Increased
90
Reduced
112
Closed
10
Calls
$2.19M
Puts
$3.22M
Net Calls
-$1.03M
Net Calls Change
+$30.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$42.7M
2
Bank of America
Bank of America
North Carolina
+$40.1M
3
Citigroup
Citigroup
New York
+$39.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$20.2M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$17.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$73.6M
2
BIT
BlackRock Institutional Trust
California
-$28.5M
3
SG Americas Securities
SG Americas Securities
New York
-$20.8M
4
FCBT
First Citizens Bank & Trust
North Carolina
-$12.2M
5
CSIA
Charles Schwab Investment Advisory
California
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
176
WESPAC Advisors
California
$1.3M +$213K +2,155 +21%
UCFA
177
United Capital Financial Advisors
Texas
$1.25M +$613K +6,193 +105%
GIA
178
Guyasuta Investment Advisors
Pennsylvania
$1.23M – – –
SG Americas Securities
179
SG Americas Securities
New York
$1.19M -$20.8M -210,243 -95%
WCF
180
West Coast Financial
California
$1.19M -$79.7K -806 -7%
RPGK
181
Retirement Planning Group (Kansas)
Kansas
$1.16M -$206K -2,085 -16%
FPCP
182
Fort Point Capital Partners
California
$1.16M +$1.11M +11,219 New
Nomura Holdings
183
Nomura Holdings
Japan
$1.16M +$1.11M +11,200 New
Truist Financial
184
Truist Financial
North Carolina
$1.15M -$13.3K -134 -1%
SCA
185
STALEY CAPITAL ADVISERS
Pennsylvania
$1.14M +$1.1M +11,076 New
AIG
186
American International Group
New York
$1.13M -$3.76K -38 -0.3%
VFS
187
VSR Financial Services
Kansas
$1.12M +$179K +1,809 +20%
USAA
188
United Services Automobile Association
Texas
$1.1M – – –
BHB
189
Bank Hapoalim BM
Israel
$1.1M +$1.06M +10,668 New
MAS
190
Madden Advisory Services
Florida
$1.08M +$1.04M +10,495 New
Brown Advisory
191
Brown Advisory
Maryland
$1.05M – – –
FTI
192
Fiduciary Trust International
Massachusetts
$1.02M +$980K +9,905 New
PFA
193
Pure Financial Advisors
California
$993K +$112K +1,128 +13%
S
194
SignatureFD
Georgia
$976K – – –
GA
195
Geneva Advisors
Illinois
$956K -$197K -1,994 -18%
FMWA
196
Forvis Mazars Wealth Advisors
Missouri
$952K – – –
EAM
197
Evanson Asset Management
California
$944K +$905K +9,150 New
SI
198
SII Investments
Wisconsin
$907K – – –
AAM
199
Aureus Asset Management
Massachusetts
$851K -$11.7K -118 -1%
PA
200
Planning Alternatives
Michigan
$847K -$60K -607 -7%
6 7
8
9 10

IWB Hedge Fund Activity: Q4 2013 in Review

317 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2013, worth a combined $6.09B — up 13% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IWB positions and 10 closed out — a net gain of 41 holders — while 90 added to existing stakes and 112 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.7M. The largest seller was Goldman Sachs, cutting an estimated $73.6M.

  • 317 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2013, up from 280 in Q3 2013.
  • Funds reported $6.09B of iShares Russell 1000 ETF stock for Q4 2013, up 13% quarter-over-quarter.
  • 51 funds opened new iShares Russell 1000 ETF positions in Q4 2013 and 10 closed out, a net change of +41 holders.
  • The largest iShares Russell 1000 ETF buyer in Q4 2013 was JP Morgan Chase, an estimated $42.7M added.
  • The largest iShares Russell 1000 ETF seller in Q4 2013 was Goldman Sachs, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2013.