iShares Russell 1000 ETF
379 hedge funds and large institutions have $6.31B invested in iShares Russell 1000 ETF in 2014 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 130 increasing their positions, 108 reducing their positions, and 16 closing their positions.
300% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 16
20% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 108
14% more funds holding in top 10
Funds holding in top 10: 51 → 58 (+7)
13% more funds holding
Funds holding: 336 → 379 (+43)
10% more capital invested
Capital invested by funds: $5.76B → $6.31B (+$550M)
2.22% less ownership
Funds ownership: 58.93% → 56.7% (-2.2%)
79% less call options, than puts
Call options by funds: $1.65M | Put options by funds: $8.02M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$71.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$57.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.6M |
| 4 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$39.4M |
| 5 |
TMNFIC
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$54.4M |
| 2 |
Morgan Stanley
New York
|
-$31.7M |
| 3 |
PP
Pension Partners
New York
|
-$29.2M |
| 4 |
Citigroup
New York
|
-$22.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$21.3M |
IWB Hedge Fund Activity: Q4 2014 in Review
379 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2014, worth a combined $6.31B — up 9.5% from $5.76B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IWB positions and 16 closed out — a net gain of 48 holders — while 130 added to existing stakes and 108 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $71.6M. The largest seller was United Services Automobile Association, cutting an estimated $54.4M.
- 379 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2014, up from 336 in Q3 2014.
- Funds reported $6.31B of iShares Russell 1000 ETF stock for Q4 2014, up 9.5% quarter-over-quarter.
- 64 funds opened new iShares Russell 1000 ETF positions in Q4 2014 and 16 closed out, a net change of +48 holders.
- The largest iShares Russell 1000 ETF buyer in Q4 2014 was Goldman Sachs, an estimated $71.6M added.
- The largest iShares Russell 1000 ETF seller in Q4 2014 was United Services Automobile Association, an estimated $54.4M sold.
Based on aggregated 13F filings for Q4 2014.