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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
VFA
176
Valeo Financial Advisors
Indiana
$4.38M -$70K -441 -1%
CL
177
CPWM LLC
Washington
$4M -$51.7K -326 -1%
RWA
178
Redhawk Wealth Advisors
Minnesota
$3.99M +$3.91M +24,660 New
Cerity Partners
179
Cerity Partners
New York
$3.98M -$153K -962 -4%
CF
180
Corrigan Financial
Rhode Island
$3.86M -$48.1K -303 -1%
PSUF
181
People's United Financial
Connecticut
$3.86M +$19K +120 +0.5%
PBO
182
Peoples Bank (Ohio)
Ohio
$3.81M -$445K -2,801 -11%
SWA
183
Sutton Wealth Advisors
Florida
$3.76M +$325K +2,046 +10%
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$3.72M +$60.5K +381 +2%
MHS
185
M Holdings Securities
Oregon
$3.69M -$19K -120 -0.5%
ITIM
186
Indiana Trust & Investment Management
Indiana
$3.65M
HCIA
187
Hochman Cole Investment Advisors
Illinois
$3.56M -$34K -214 -1%
PFO
188
Pathstone Family Office
New Jersey
$3.55M -$64K -403 -2%
TFF
189
The Family Firm
Maryland
$3.51M +$7.62K +48 +0.2%
KA
190
Klingman & Associates
New York
$3.49M
CWM
191
Cahaba Wealth Management
Georgia
$3.42M -$260K -1,640 -7%
FAAS
192
First Allied Advisory Services
California
$3.39M -$213K -1,345 -6%
MCM
193
MV Capital Management
Maryland
$3.28M
DWM
194
Dynasty Wealth Management
Florida
$3.27M +$1.52M +9,600 +90%
BF
195
BOK Financial
Oklahoma
$3.23M -$131K -825 -4%
MFT
196
Moisand Fitzgerald Tamayo
Florida
$3.22M -$13.3K -84 -0.4%
FC
197
FCA Corp
Texas
$3.2M +$633K +3,988 +25%
RWP
198
RWA Wealth Partners
Massachusetts
$3.09M -$20K -126 -0.7%
RMDI
199
R.M. Davis Inc
Maine
$3.05M +$2.72M +17,167 +1,004%
MG
200
McCutchen Group
Washington
$3.05M +$9.37K +59 +0.3%

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.