iShares Russell 1000 ETF
332 hedge funds and large institutions have $5.37B invested in iShares Russell 1000 ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 17 closing their positions.
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
26% more call options, than puts
Call options by funds: $7.7M | Put options by funds: $6.12M
3% more funds holding
Funds holding: 321 → 332 (+11)
4% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 113
1.22% less ownership
Funds ownership: 57.74% → 56.52% (-1.2%)
2% less funds holding in top 10
Funds holding in top 10: 47 → 46 (-1)
12% less capital invested
Capital invested by funds: $6.1B → $5.37B (-$728M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$56.6M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$20.4M |
| 3 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$16.5M |
| 4 |
Goldman Sachs
New York
|
+$15.1M |
| 5 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$50.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$46.7M |
| 3 |
Citigroup
New York
|
-$31.4M |
| 4 |
JP Morgan Chase
New York
|
-$22.9M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$20.9M |
IWB Hedge Fund Activity: Q2 2014 in Review
332 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2014, worth a combined $5.37B — down 12% from $6.1B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IWB positions and 17 closed out — a net gain of 12 holders — while 117 added to existing stakes and 113 trimmed.
The largest buyer was Bank of America, adding an estimated $56.6M. The largest seller was Deutsche Bank, cutting an estimated $50.3M.
- 332 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2014, up from 321 in Q1 2014.
- Funds reported $5.37B of iShares Russell 1000 ETF stock for Q2 2014, down 12% quarter-over-quarter.
- 29 funds opened new iShares Russell 1000 ETF positions in Q2 2014 and 17 closed out, a net change of +12 holders.
- The largest iShares Russell 1000 ETF buyer in Q2 2014 was Bank of America, an estimated $56.6M added.
- The largest iShares Russell 1000 ETF seller in Q2 2014 was Deutsche Bank, an estimated $50.3M sold.
Based on aggregated 13F filings for Q2 2014.