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iShares Russell 1000 ETF

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,252% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $2.38M

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

2% more funds holding

Funds holding: 622636 (+14)

5% more capital invested

Capital invested by funds: $14.9B → $15.6B (+$723M)

0.82% more ownership

Funds ownership: 73.14%73.96% (+0.82%)

1% less funds holding in top 10

Funds holding in top 10: 7271 (-1)

19% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 213

Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.54%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.62%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.65B -$469M -2,952,633 -12%
QI
2
QS Investors
New York
$875M +$270M +1,698,403 +46%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$838M -$18.6M -116,919 -2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$806M +$54.5M +343,183 +7%
Bank of America
5
Bank of America
North Carolina
$469M -$3.89M -24,506 -0.8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$388M -$6.47M -40,733 -2%
M&T Bank
7
M&T Bank
New York
$332M +$27.2M +171,208 +9%
CCA
8
Catalyst Capital Advisors
New York
$322M
MRC
9
Millburn Ridgefield Corp
New York
$322M
AC
10
Allstate Corporation
Illinois
$304M +$59.4M +374,273 +25%
NLI
11
Nippon Life Insurance
Japan
$297M
JMPWA
12
JP Morgan Private Wealth Advisors
California
$282M +$2.81M +17,710 +1%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$250M +$89.9M +566,212 +58%
Wells Fargo
14
Wells Fargo
California
$230M -$7.63M -48,080 -3%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$226M +$7.01M +44,149 +3%
DLIC
16
Daido Life Insurance Company
Japan
$219M -$44.2M -278,380 -17%
Northern Trust
17
Northern Trust
Illinois
$214M -$4M -25,230 -2%
LWMT
18
Legacy Wealth Management (Tennessee)
Tennessee
$214M -$7.62M -48,023 -3%
TF
19
TIAA FSB
Florida
$206M +$1.55M +9,740 +0.8%
JIC
20
Johnson Investment Counsel
Ohio
$205M +$4.01M +25,294 +2%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$196M -$566K -3,564 -0.3%
Morgan Stanley
22
Morgan Stanley
New York
$195M -$50.5M -318,143 -21%
US Bancorp
23
US Bancorp
Minnesota
$171M +$7.39M +46,588 +5%
V
24
Veritable
Delaware
$165M -$1.37M -8,624 -0.8%
UBS Group
25
UBS Group
Switzerland
$155M +$2.05M +12,914 +1%

IWB Hedge Fund Activity: Q3 2018 in Review

636 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2018, worth a combined $15.6B — up 4.9% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IWB positions and 37 closed out — a net gain of 18 holders — while 173 added to existing stakes and 213 trimmed.

The largest buyer was QS Investors, adding an estimated $270M. The largest seller was BlackRock, cutting an estimated $469M.

  • 636 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2018, up from 622 in Q2 2018.
  • Funds reported $15.6B of iShares Russell 1000 ETF stock for Q3 2018, up 4.9% quarter-over-quarter.
  • 55 funds opened new iShares Russell 1000 ETF positions in Q3 2018 and 37 closed out, a net change of +18 holders.
  • The largest iShares Russell 1000 ETF buyer in Q3 2018 was QS Investors, an estimated $270M added.
  • The largest iShares Russell 1000 ETF seller in Q3 2018 was BlackRock, an estimated $469M sold.

Based on aggregated 13F filings for Q3 2018.