iShares Russell 1000 ETF
819 hedge funds and large institutions have $17B invested in iShares Russell 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 224 increasing their positions, 262 reducing their positions, and 26 closing their positions.
431% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 26
14% more funds holding
Funds holding: 716 → 819 (+103)
14% more funds holding in top 10
Funds holding in top 10: 91 → 104 (+13)
10% more capital invested
Capital invested by funds: $15.4B → $17B (+$1.56B)
0.97% more ownership
Funds ownership: 75.12% → 76.1% (+0.97%)
15% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 262
20% less call options, than puts
Call options by funds: $1.57M | Put options by funds: $1.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$448M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$82.2M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$69.2M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$53.1M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$429M |
| 2 |
BlackRock
New York
|
-$97.3M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$42.6M |
| 4 |
Axa
Paris,
France
|
-$41.8M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$28.5M |
IWB Hedge Fund Activity: Q4 2019 in Review
819 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q4 2019, worth a combined $17B — up 10% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new IWB positions and 26 closed out — a net gain of 112 holders — while 224 added to existing stakes and 262 trimmed.
The largest buyer was QS Investors, adding an estimated $448M. The largest seller was M&T Bank, exiting entirely with an estimated $429M sold.
- 819 institutional investors held iShares Russell 1000 ETF (IWB) as of Q4 2019, up from 716 in Q3 2019.
- Funds reported $17B of iShares Russell 1000 ETF stock for Q4 2019, up 10% quarter-over-quarter.
- 138 funds opened new iShares Russell 1000 ETF positions in Q4 2019 and 26 closed out, a net change of +112 holders.
- The largest iShares Russell 1000 ETF buyer in Q4 2019 was QS Investors, an estimated $448M added.
- The largest iShares Russell 1000 ETF seller in Q4 2019 was M&T Bank, an estimated $429M sold.
Based on aggregated 13F filings for Q4 2019.