iShares Russell 1000 ETF
IWB
383 hedge funds and large institutions have $6.78B invested in iShares Russell 1000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 27 closing their positions.
30% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 27
10% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 124
7% more capital invested
Capital invested by funds: $6.31B → $6.78B (+$471M)
2.89% more ownership
Funds ownership: 56.7% → 59.6% (+2.9%)
1% more funds holding
Funds holding: 379 → 383 (+4)
3% less funds holding in top 10
Funds holding in top 10: 58 → 56 (-2)
80% less call options, than puts
Call options by funds: $1.95M | Put options by funds: $9.76M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$159M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$105M |
| 3 |
Goldman Sachs
New York
|
+$90.3M |
| 4 |
Morgan Stanley
New York
|
+$42.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$43M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$22M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$20.4M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$18M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$18M |
IWB Hedge Fund Activity: Q1 2015 in Review
383 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2015, worth a combined $6.78B — up 7.5% from $6.31B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IWB positions and 27 closed out — a net gain of 8 holders — while 137 added to existing stakes and 124 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $159M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $43M.
- 383 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2015, up from 379 in Q4 2014.
- Funds reported $6.78B of iShares Russell 1000 ETF stock for Q1 2015, up 7.5% quarter-over-quarter.
- 35 funds opened new iShares Russell 1000 ETF positions in Q1 2015 and 27 closed out, a net change of +8 holders.
- The largest iShares Russell 1000 ETF buyer in Q1 2015 was Fidelity Investments, an estimated $159M added.
- The largest iShares Russell 1000 ETF seller in Q1 2015 was Charles Schwab Investment Advisory, an estimated $43M sold.
Based on aggregated 13F filings for Q1 2015.