iShares Russell 1000 ETF
458 hedge funds and large institutions have $11.6B invested in iShares Russell 1000 ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 174 reducing their positions, and 18 closing their positions.
111% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 18
8% more capital invested
Capital invested by funds: $10.7B → $11.6B (+$826M)
3% more funds holding in top 10
Funds holding in top 10: 66 → 68 (+2)
3% more funds holding
Funds holding: 446 → 458 (+12)
1.7% more ownership
Funds ownership: 69.3% → 71% (+1.7%)
24% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 174
58% less call options, than puts
Call options by funds: $15M | Put options by funds: $35.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$301M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$255M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$67.1M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$50.2M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$122M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$70.2M |
| 3 |
AssetMark Inc
Concord,
California
|
-$65M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$35.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$22M |
IWB Hedge Fund Activity: Q3 2016 in Review
458 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2016, worth a combined $11.6B — up 7.7% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IWB positions and 18 closed out — a net gain of 20 holders — while 133 added to existing stakes and 174 trimmed.
The largest buyer was QS Investors, adding an estimated $301M. The largest seller was Allstate Corporation, exiting entirely with an estimated $122M sold.
- 458 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2016, up from 446 in Q2 2016.
- Funds reported $11.6B of iShares Russell 1000 ETF stock for Q3 2016, up 7.7% quarter-over-quarter.
- 38 funds opened new iShares Russell 1000 ETF positions in Q3 2016 and 18 closed out, a net change of +20 holders.
- The largest iShares Russell 1000 ETF buyer in Q3 2016 was QS Investors, an estimated $301M added.
- The largest iShares Russell 1000 ETF seller in Q3 2016 was Allstate Corporation, an estimated $122M sold.
Based on aggregated 13F filings for Q3 2016.