iShares Russell 1000 ETF
498 hedge funds and large institutions have $13.2B invested in iShares Russell 1000 ETF in 2016 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 172 increasing their positions, 135 reducing their positions, and 31 closing their positions.
148% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 31
27% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 135
9% more funds holding
Funds holding: 457 → 498 (+41)
4% more funds holding in top 10
Funds holding in top 10: 68 → 71 (+3)
8% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $9.56M
4% more capital invested
Capital invested by funds: $12.6B → $13.2B (+$531M)
0.29% more ownership
Funds ownership: 70.53% → 70.82% (+0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$144M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$91.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$88.7M |
| 4 |
AssetMark Inc
Concord,
California
|
+$86.6M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$78.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$669M |
| 2 |
Goldman Sachs
New York
|
-$101M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$36.1M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$31.1M |
| 5 |
LPL Financial
San Diego,
California
|
-$18.2M |
IWB Hedge Fund Activity: Q4 2016 in Review
498 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2016, worth a combined $13.2B — up 4.2% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new IWB positions and 31 closed out — a net gain of 46 holders — while 172 added to existing stakes and 135 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $144M. The largest seller was BlackRock Fund Advisors, cutting an estimated $669M.
- 498 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2016, up from 457 in Q3 2016.
- Funds reported $13.2B of iShares Russell 1000 ETF stock for Q4 2016, up 4.2% quarter-over-quarter.
- 77 funds opened new iShares Russell 1000 ETF positions in Q4 2016 and 31 closed out, a net change of +46 holders.
- The largest iShares Russell 1000 ETF buyer in Q4 2016 was Morgan Stanley, an estimated $144M added.
- The largest iShares Russell 1000 ETF seller in Q4 2016 was BlackRock Fund Advisors, an estimated $669M sold.
Based on aggregated 13F filings for Q4 2016.