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iShares Russell 1000 ETF

519 hedge funds and large institutions have $14.7B invested in iShares Russell 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 145 increasing their positions, 187 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $5.4M | Put options by funds: $2.31M

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $13.9B → $14.7B (+$852M)

3% more funds holding

Funds holding: 506519 (+13)

0.51% more ownership

Funds ownership: 71.3%71.8% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

22% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 187

Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.94%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.77%
New
38
Increased
145
Reduced
187
Closed
22
Calls
$5.4M
Puts
$2.31M
Net Calls
+$3.08M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
176
Two Sigma Investments
New York
$3.15M -$3.24M -24,302 -51%
Citadel Advisors
177
Citadel Advisors
Florida
$3.08M +$3.04M +22,799 New
SG Americas Securities
178
SG Americas Securities
New York
$3.07M +$2.51M +18,821 +488%
ITIM
179
Indiana Trust & Investment Management
Indiana
$3.02M
SWA
180
Sutton Wealth Advisors
Florida
$3.02M -$24.3K -182 -0.8%
MFT
181
Moisand Fitzgerald Tamayo
Florida
$3.01M -$81.7K -612 -3%
MIAN
182
Mariner Independent Advisor Network
Kansas
$2.96M +$2.66M +19,893 +990%
MHS
183
M Holdings Securities
Oregon
$2.96M -$193K -1,449 -6%
KA
184
Klingman & Associates
New York
$2.92M -$8.54K -64 -0.3%
FTIOP
185
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.9M +$951K +7,125 +50%
HCM
186
Hollencrest Capital Management
California
$2.86M
MCM
187
MV Capital Management
Maryland
$2.84M
SS
188
Simplicity Solutions
Minnesota
$2.83M -$1.18M -8,860 -30%
PFM
189
Phillips Financial Management
Indiana
$2.81M -$2.14K -16 -0.1%
BF
190
BOK Financial
Oklahoma
$2.79M +$40K +300 +1%
HCA
191
Harbour Capital Advisors
Virginia
$2.7M
SWPG
192
Strategic Wealth Partners Group
Illinois
$2.62M +$24.2K +181 +0.9%
TFF
193
The Family Firm
Maryland
$2.62M +$1.05M +7,869 +68%
EFSCE
194
Enterprise Financial Services Corp (EFSC)
Missouri
$2.57M +$95.2K +713 +4%
CIA
195
Choate Investment Advisors
Massachusetts
$2.5M
Kayne Anderson Rudnick Investment Management
196
Kayne Anderson Rudnick Investment Management
California
$2.5M -$470K -3,523 -16%
MG
197
McCutchen Group
Washington
$2.49M
CCM
198
Covington Capital Management
California
$2.49M -$101K -760 -4%
TH
199
Timber Hill
Connecticut
$2.48M -$12.5M -93,315 -84%
PFO
200
Pathstone Family Office
New Jersey
$2.45M +$1.41M +10,580 +141%

IWB Hedge Fund Activity: Q2 2017 in Review

519 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2017, worth a combined $14.7B — up 6.1% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IWB positions and 22 closed out — a net gain of 16 holders — while 145 added to existing stakes and 187 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $280M. The largest seller was United Services Automobile Association, cutting an estimated $267M.

  • 519 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2017, up from 506 in Q1 2017.
  • Funds reported $14.7B of iShares Russell 1000 ETF stock for Q2 2017, up 6.1% quarter-over-quarter.
  • 38 funds opened new iShares Russell 1000 ETF positions in Q2 2017 and 22 closed out, a net change of +16 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $280M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2017 was United Services Automobile Association, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2017.