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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
EA
176
Emerald Acquisition
Washington
$2.48M -$894K -7,437 -27%
HCA
177
Harbour Capital Advisors
Virginia
$2.46M -$15K -125 -0.6%
F
178
Filament
Washington
$2.4M
Barclays
179
Barclays
United Kingdom
$2.37M -$55.6K -463 -2%
SWPG
180
Strategic Wealth Partners Group
Illinois
$2.32M +$958K +7,973 +71%
GIA
181
GHP Investment Advisors
Colorado
$2.24M -$40.9K -340 -2%
MG
182
McCutchen Group
Washington
$2.21M +$11.8K +98 +0.5%
DADC
183
D.A. Davidson & Co
Montana
$2.18M +$1.81M +15,036 +488%
CIA
184
Choate Investment Advisors
Massachusetts
$2.17M -$78.7K -655 -4%
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$2.17M -$68.1K -567 -3%
SBH
186
Segall Bryant & Hamill
Illinois
$2.15M -$12K -100 -0.6%
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$2.12M -$151K -1,255 -7%
CI
188
Conning Inc
Connecticut
$2.12M
CCT
189
Country Club Trust
Missouri
$2.11M -$67.2K -559 -3%
ACN
190
Advisor Consultant Network
Ohio
$2.11M +$2.11M +17,526 New
FB
191
Fulton Bank
Pennsylvania
$2.1M +$1.53M +12,713 +270%
PO
192
Private Ocean
California
$2.09M +$7.69K +64 +0.4%
FPCP
193
Fort Point Capital Partners
California
$2.08M -$12.3K -102 -0.6%
WIC
194
Whitegate Investment Counselors
New Hampshire
$2.08M +$9.73K +81 +0.5%
FA
195
FCG Advisors
New Jersey
$2.02M -$79.4K -661 -4%
WSTAM
196
Wilbanks Smith & Thomas Asset Management
Virginia
$1.93M +$35.7K +297 +2%
AssetMark Inc
197
AssetMark Inc
California
$1.9M -$65M -540,724 -97%
FTIOP
198
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.8M
PMFA
199
Plante Moran Financial Advisors
Michigan
$1.79M +$1.77M +14,740 +11,887%
William Blair & Company
200
William Blair & Company
Illinois
$1.76M +$70.7K +588 +4%