iShares Russell 1000 ETF
690 hedge funds and large institutions have $14B invested in iShares Russell 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 269 reducing their positions, and 68 closing their positions.
60% more call options, than puts
Call options by funds: $3.84M | Put options by funds: $2.41M
2% more capital invested
Capital invested by funds: $13.6B → $14B (+$335M)
2% less funds holding
Funds holding: 702 → 690 (-12)
6.41% less ownership
Funds ownership: 78.72% → 72.31% (-6.4%)
10% less funds holding in top 10
Funds holding in top 10: 97 → 87 (-10)
15% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 68
34% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 269
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$72.9M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$72.7M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$42M |
| 4 |
QI
QS Investors
New York
|
+$36.4M |
| 5 |
Rafferty Asset Management
New York
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$436M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$175M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$137M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$106M |
| 5 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
-$102M |
IWB Hedge Fund Activity: Q1 2019 in Review
690 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2019, worth a combined $14B — up 2.5% from $13.6B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of IWB and 58 opened new positions — a net loss of 10 holders — while 269 trimmed existing stakes and 177 added.
The largest buyer was BOK Financial, adding an estimated $72.9M. The largest seller was Bank of America, cutting an estimated $436M.
- 690 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2019, down from 702 in Q4 2018.
- Funds reported $14B of iShares Russell 1000 ETF stock for Q1 2019, up 2.5% quarter-over-quarter.
- 58 funds opened new iShares Russell 1000 ETF positions in Q1 2019 and 68 closed out, a net change of -10 holders.
- The largest iShares Russell 1000 ETF buyer in Q1 2019 was BOK Financial, an estimated $72.9M added.
- The largest iShares Russell 1000 ETF seller in Q1 2019 was Bank of America, an estimated $436M sold.
Based on aggregated 13F filings for Q1 2019.