iShares Russell 1000 ETF
716 hedge funds and large institutions have $15.4B invested in iShares Russell 1000 ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 208 increasing their positions, 231 reducing their positions, and 35 closing their positions.
854% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $1.84M
54% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 35
2% more funds holding
Funds holding: 699 → 716 (+17)
1.74% more ownership
Funds ownership: 73.39% → 75.12% (+1.7%)
1% more funds holding in top 10
Funds holding in top 10: 90 → 91 (+1)
3% more capital invested
Capital invested by funds: $15B → $15.4B (+$477M)
10% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 231
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$91.9M |
| 2 |
BlackRock
New York
|
+$62.7M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$48.4M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$47M |
| 5 |
CC
Callan Capital
La Jolla,
California
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$211M |
| 2 |
QI
QS Investors
New York
|
-$120M |
| 3 |
SFM
Soros Fund Management
New York
|
-$42.8M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$21.5M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$21.4M |
IWB Hedge Fund Activity: Q3 2019 in Review
716 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2019, worth a combined $15.4B — up 3.2% from $15B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IWB positions and 35 closed out — a net gain of 19 holders — while 208 added to existing stakes and 231 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $91.9M. The largest seller was HSBC Holdings, cutting an estimated $211M.
- 716 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2019, up from 699 in Q2 2019.
- Funds reported $15.4B of iShares Russell 1000 ETF stock for Q3 2019, up 3.2% quarter-over-quarter.
- 54 funds opened new iShares Russell 1000 ETF positions in Q3 2019 and 35 closed out, a net change of +19 holders.
- The largest iShares Russell 1000 ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $91.9M added.
- The largest iShares Russell 1000 ETF seller in Q3 2019 was HSBC Holdings, an estimated $211M sold.
Based on aggregated 13F filings for Q3 2019.