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iShares Russell 1000 ETF

519 hedge funds and large institutions have $14.7B invested in iShares Russell 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 145 increasing their positions, 187 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $5.4M | Put options by funds: $2.31M

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $13.9B → $14.7B (+$852M)

3% more funds holding

Funds holding: 506519 (+13)

0.51% more ownership

Funds ownership: 71.3%71.8% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

22% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 187

Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.94%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.77%
New
38
Increased
145
Reduced
187
Closed
22
Calls
$5.4M
Puts
$2.31M
Net Calls
+$3.08M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.99B -$42.3M -317,135 -1%
SAC
2
Smith Affiliated Capital
New York
$1.38B
QI
3
QS Investors
New York
$889M -$6.56M -49,142 -0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$745M -$8.4M -62,925 -1%
NMIFOAC
5
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$492M +$280M +2,095,000 +136%
CSIA
6
Charles Schwab Investment Advisory
California
$463M -$30.5M -228,542 -6%
Bank of America
7
Bank of America
North Carolina
$439M -$17.3M -129,523 -4%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$354M +$81.3M +609,163 +30%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$352M -$1.43M -10,678 -0.4%
NLI
10
Nippon Life Insurance
Japan
$249M
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$246M +$2.68M +20,082 +1%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$242M -$3.2M -23,988 -1%
CCA
13
Catalyst Capital Advisors
New York
$230M +$71.3M +534,124 +46%
MRC
14
Millburn Ridgefield Corp
New York
$230M +$71.3M +534,124 +46%
Wells Fargo
15
Wells Fargo
California
$224M -$9.29M -69,620 -4%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$208M -$472K -3,536 -0.2%
Morgan Stanley
17
Morgan Stanley
New York
$208M +$58.2M +436,169 +40%
Northern Trust
18
Northern Trust
Illinois
$183M +$5.75M +43,071 +3%
M&T Bank
19
M&T Bank
New York
$180M +$61.9M +463,583 +54%
TF
20
TIAA FSB
Florida
$178M +$176M +1,318,164 New
JIC
21
Johnson Investment Counsel
Ohio
$165M +$1.15M +8,599 +0.7%
V
22
Veritable
Delaware
$146M +$3.6M +26,938 +3%
LPL Financial
23
LPL Financial
California
$139M +$25.6M +191,643 +23%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$128M +$18.6M +139,301 +17%
US Bancorp
25
US Bancorp
Minnesota
$125M +$7.98M +59,742 +7%

IWB Hedge Fund Activity: Q2 2017 in Review

519 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q2 2017, worth a combined $14.7B — up 6.1% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IWB positions and 22 closed out — a net gain of 16 holders — while 145 added to existing stakes and 187 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $280M. The largest seller was United Services Automobile Association, cutting an estimated $267M.

  • 519 institutional investors held iShares Russell 1000 ETF (IWB) as of Q2 2017, up from 506 in Q1 2017.
  • Funds reported $14.7B of iShares Russell 1000 ETF stock for Q2 2017, up 6.1% quarter-over-quarter.
  • 38 funds opened new iShares Russell 1000 ETF positions in Q2 2017 and 22 closed out, a net change of +16 holders.
  • The largest iShares Russell 1000 ETF buyer in Q2 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $280M added.
  • The largest iShares Russell 1000 ETF seller in Q2 2017 was United Services Automobile Association, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2017.