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iShares Russell 1000 ETF

621 hedge funds and large institutions have $14.5B invested in iShares Russell 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 239 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $4.9M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

1% more funds holding

Funds holding: 615621 (+6)

0.27% more ownership

Funds ownership: 73.97%74.24% (+0.27%)

4% less capital invested

Capital invested by funds: $15.1B → $14.5B (-$649M)

6% less funds holding in top 10

Funds holding in top 10: 8075 (-5)

24% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 239

Holders
621
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
14.23%
Holding in Top 10
75
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.25%
% of All Funds
1.72%
New
49
Increased
181
Reduced
239
Closed
42
Calls
$17.6M
Puts
$4.9M
Net Calls
+$12.7M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.4B -$284M -1,872,253 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$798M -$31.1M -204,799 -4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$626M +$82.9M +545,627 +15%
QI
4
QS Investors
New York
$540M -$401M -2,640,974 -42%
Bank of America
5
Bank of America
North Carolina
$429M -$48M -315,952 -10%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$370M -$2.24M -14,751 -0.6%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$323M +$179M +1,180,541 +113%
CCA
8
Catalyst Capital Advisors
New York
$292M
MRC
9
Millburn Ridgefield Corp
New York
$292M
DLIC
10
Daido Life Insurance Company
Japan
$284M +$124M +817,708 +73%
NLI
11
Nippon Life Insurance
Japan
$270M
AC
12
Allstate Corporation
Illinois
$269M -$2.54M -16,690 -0.9%
M&T Bank
13
M&T Bank
New York
$262M +$33.1M +217,756 +14%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$253M -$2.26M -14,859 -0.9%
Wells Fargo
15
Wells Fargo
California
$226M -$72.3M -475,760 -24%
DILIC
16
Dai-ichi Life Insurance Company
Japan
$223M +$124M +813,612 +116%
LWMT
17
Legacy Wealth Management (Tennessee)
Tennessee
$211M -$54.4M -357,788 -20%
Northern Trust
18
Northern Trust
Illinois
$204M -$5.19M -34,167 -2%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$204M +$5.95M +39,181 +3%
TF
20
TIAA FSB
Florida
$187M -$5.25M -34,578 -3%
JIC
21
Johnson Investment Counsel
Ohio
$182M +$1.29M +8,461 +0.7%
NMIFOAC
22
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$155M
Morgan Stanley
23
Morgan Stanley
New York
$153M -$2.86M -18,845 -2%
V
24
Veritable
Delaware
$151M +$188K +1,237 +0.1%
US Bancorp
25
US Bancorp
Minnesota
$141M -$7.74M -50,959 -5%

IWB Hedge Fund Activity: Q1 2018 in Review

621 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2018, worth a combined $14.5B — down 4.3% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IWB positions and 42 closed out — a net gain of 7 holders — while 181 added to existing stakes and 239 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $179M. The largest seller was QS Investors, cutting an estimated $401M.

  • 621 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2018, up from 615 in Q4 2017.
  • Funds reported $14.5B of iShares Russell 1000 ETF stock for Q1 2018, down 4.3% quarter-over-quarter.
  • 49 funds opened new iShares Russell 1000 ETF positions in Q1 2018 and 42 closed out, a net change of +7 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2018 was HSBC Holdings, an estimated $179M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2018 was QS Investors, an estimated $401M sold.

Based on aggregated 13F filings for Q1 2018.