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iShares Russell 1000 ETF

525 hedge funds and large institutions have $14.1B invested in iShares Russell 1000 ETF in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 162 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $8.76M | Put options by funds: $2.1M

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

1% more funds holding

Funds holding: 519525 (+6)

0% more funds holding in top 10

Funds holding in top 10: 7171 (0)

0.25% less ownership

Funds ownership: 71.8%71.55% (-0.25%)

5% less capital invested

Capital invested by funds: $14.7B → $14.1B (-$667M)

13% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 186

Holders
525
Holders Change
+6
Holders Change %
+1.16%
% of All Funds
13.09%
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.77%
New
37
Increased
162
Reduced
186
Closed
27
Calls
$8.76M
Puts
$2.1M
Net Calls
+$6.66M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.12B +$26.2M +191,006 +0.9%
QI
2
QS Investors
New York
$909M -$10.4M -75,560 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$768M -$2.83M -20,634 -0.4%
CSIA
4
Charles Schwab Investment Advisory
California
$451M -$26.8M -195,144 -6%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$444M +$77.1M +561,726 +21%
Bank of America
6
Bank of America
North Carolina
$436M -$17.6M -128,612 -4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$360M -$4.1M -29,850 -1%
NLI
8
Nippon Life Insurance
Japan
$257M
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$255M +$416K +3,033 +0.2%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$249M -$1.26M -9,196 -0.5%
CCA
11
Catalyst Capital Advisors
New York
$238M
MRC
12
Millburn Ridgefield Corp
New York
$238M
AC
13
Allstate Corporation
Illinois
$237M +$233M +1,697,134 New
Wells Fargo
14
Wells Fargo
California
$230M -$1.37M -9,991 -0.6%
M&T Bank
15
M&T Bank
New York
$202M +$15.8M +115,104 +9%
Goldman Sachs
16
Goldman Sachs
New York
$202M +$71.8M +523,506 +57%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$198M -$17.5M -127,289 -8%
Northern Trust
18
Northern Trust
Illinois
$195M +$6.31M +46,015 +3%
TF
19
TIAA FSB
Florida
$187M +$2.98M +21,707 +2%
JIC
20
Johnson Investment Counsel
Ohio
$172M +$1.16M +8,454 +0.7%
SAC
21
Smith Affiliated Capital
New York
$159M
DLIC
22
Daido Life Insurance Company
Japan
$156M +$27.2M +198,524 +22%
Morgan Stanley
23
Morgan Stanley
New York
$155M -$58.7M -427,423 -28%
NMIFOAC
24
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$147M -$354M -2,583,000 -71%
V
25
Veritable
Delaware
$145M -$5.24M -38,165 -4%

IWB Hedge Fund Activity: Q3 2017 in Review

525 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2017, worth a combined $14.1B — down 4.5% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IWB positions and 27 closed out — a net gain of 10 holders — while 162 added to existing stakes and 186 trimmed.

The largest buyer was Allstate Corporation, opening a new position worth an estimated $233M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $354M.

  • 525 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2017, up from 519 in Q2 2017.
  • Funds reported $14.1B of iShares Russell 1000 ETF stock for Q3 2017, down 4.5% quarter-over-quarter.
  • 37 funds opened new iShares Russell 1000 ETF positions in Q3 2017 and 27 closed out, a net change of +10 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2017 was Allstate Corporation, an estimated $233M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2017.