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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
DCM
201
Dearborn Capital Management
Illinois
$3.04M -$428K -2,699 -13%
MYIA
202
Mount Yale Investment Advisors
Colorado
$3.02M -$37.1K -234 -1%
GG
203
GenWealth Group
New Jersey
$2.99M -$6.83K -43 -0.2%
HPC
204
Hobart Private Capital
North Carolina
$2.98M -$29.8K -188 -1%
ACI
205
Alpha Cubed Investments
California
$2.94M +$31.4K +198 +1%
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$2.82M -$166K -1,045 -6%
F
207
Filament
Washington
$2.76M -$147K -924 -5%
Lido Advisors
208
Lido Advisors
California
$2.76M +$127K +801 +5%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$2.75M +$1.54M +9,684 +133%
RPG
210
Resource Planning Group
Georgia
$2.71M +$2.66M +16,749 New
DADC
211
D.A. Davidson & Co
Montana
$2.7M +$14.4K +91 +0.5%
PFM
212
Phillips Financial Management
Indiana
$2.62M -$324K -2,041 -11%
CCM
213
Covington Capital Management
California
$2.57M
Two Sigma Advisers
214
Two Sigma Advisers
New York
$2.56M -$47.6K -300 -2%
LA
215
Legacy Advisors
Pennsylvania
$2.48M +$521K +3,281 +27%
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.47M -$2.34M -14,756 -49%
PO
217
Private Ocean
California
$2.46M +$4.6K +29 +0.2%
FIM
218
Fernwood Investment Management
Massachusetts
$2.45M -$79.4K -500 -3%
AWM
219
AE Wealth Management
Kansas
$2.43M +$1.56M +9,848 +191%
CA
220
Clearstead Advisors
Ohio
$2.39M +$948K +5,975 +68%
WP
221
WMS Partners
Maryland
$2.37M
FA
222
FCG Advisors
New Jersey
$2.35M -$133K -835 -5%
WAG
223
Winthrop Advisory Group
Massachusetts
$2.35M -$18.6K -117 -0.8%
Kayne Anderson Rudnick Investment Management
224
Kayne Anderson Rudnick Investment Management
California
$2.33M -$486K -3,064 -18%
TL
225
TrueWealth LLC
Georgia
$2.31M +$16.8K +106 +0.7%

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.