iShares Russell 1000 ETF
936 hedge funds and large institutions have $23B invested in iShares Russell 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 258 increasing their positions, 309 reducing their positions, and 35 closing their positions.
74% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 35
1% more funds holding
Funds holding: 924 → 936 (+12)
5% less capital invested
Capital invested by funds: $24.1B → $23B (-$1.11B)
1.14% less ownership
Funds ownership: 78.24% → 77.1% (-1.1%)
3% less funds holding in top 10
Funds holding in top 10: 112 → 109 (-3)
17% less repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 309
43% less call options, than puts
Call options by funds: $5.46M | Put options by funds: $9.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$616M |
| 2 |
JP Morgan Chase
New York
|
+$281M |
| 3 |
TCM
Twele Capital Management
Minnetonka,
Minnesota
|
+$81.7M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$51M |
| 5 |
BlackRock
New York
|
+$42.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$790M |
| 2 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$81.7M |
| 3 |
WC
Wealth CMT
Cherry Hill,
New Jersey
|
-$69.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.9M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$33.2M |
IWB Hedge Fund Activity: Q3 2021 in Review
936 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q3 2021, worth a combined $23B — down 4.6% from $24.1B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IWB positions and 35 closed out — a net gain of 26 holders — while 258 added to existing stakes and 309 trimmed.
The largest buyer was Franklin Resources, adding an estimated $616M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $790M.
- 936 institutional investors held iShares Russell 1000 ETF (IWB) as of Q3 2021, up from 924 in Q2 2021.
- Funds reported $23B of iShares Russell 1000 ETF stock for Q3 2021, down 4.6% quarter-over-quarter.
- 61 funds opened new iShares Russell 1000 ETF positions in Q3 2021 and 35 closed out, a net change of +26 holders.
- The largest iShares Russell 1000 ETF buyer in Q3 2021 was Franklin Resources, an estimated $616M added.
- The largest iShares Russell 1000 ETF seller in Q3 2021 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $790M sold.
Based on aggregated 13F filings for Q3 2021.